How do I make corrections to uploaded data while I’m importing it?
800 views | Last modified 5/26/2020 12:51:35 PM EST

Applicable To
94X 1099 W-2 ACA W-4

As part of the import flow, click on the View Errors link on the upload status screen to view the entries that failed validation. In case, you decide to check back later or need time to correct these errors, you can get to the error file from the DASHBOARD.

Click on the button Export Errors to export the errored entries in Excel. This error file will have the data in the same columns names and ordering sequence as of the original imported file except for a new column Error Message that is appended at the end. This is the column that will provide details on why the entry was skipped.  

Analyze the errors and correct them directly in the downloaded error file. This is the file that you will have to reupload to import the data again.

For step-by-step instructions on correcting errors while bulk uploading a file, click here.

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