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Why is Budget Import stuck on Verifying Data?
Why is Budget Import stuck on Verifying Data?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

If Budget Import is stuck on Verifying Data, this indicates that Calxa is not happy with the data in the attached spreadsheet common problems include:

  • The formatting of the spreadsheet

    • Cells should be General

  • If there are blank lines or columns within the data set

    • These need to be removed

  • Using a report style spreadsheet that has headings

    • Export a Template to use for import

    • Copy your data into the Template matching the Accounts and Business Units

    • Choose the new file on the Import screen.

  • If all looks well, test importing using just the account numbers and business unit numbers only, mark other connections to NONE on import screen and check to see if that works.

    • Review the imported data to ensure the correct information is entered in the Budget version.

    • If all is well import the rest of the Budget.

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