When importing budgets from a spreadsheet Calxa validates the spreadsheet columns and row data before importing any records. In this help article we'll take a look at the common errors or spreadsheet issues and how to resolve them. 


On the Import and verify data step you may encounter some errors. If you see a message like this Calxa will not proceed with the import. This means no data is updated and you'll need to resolve each of the errors in the spreadsheet before you can continue with the import. If the list of errors is large you can use the DOWNLOAD LOG button to download a text document with the full list of errors.  

 

we encountered some errors when importing your data


Spreadsheet error occurred in row #

This prefix is added to all errors that relate to the data in a specific row. The row number mentioned allows you to easily lookup this row in your spreadsheet and resolve accordingly. 


Account Number is required

Account Number is a required column but the data in your spreadsheet does not contain a value for it on this row. 


To resolve this please update your spreadsheet and add the required Account Number to this row. 


Account does not exist

This means Calxa could not find an Account based on the columns you've mapped for Accounts. If you have provided an Account Number it means there is no Account with this Number or if you have provided an Account Name it means there is no Account with this Name. Alternatively if you have mapped both a Number and a Name it could mean the Number and Name don't match exactly as they're seen in the Chart of Accounts


To resolve this you may consider using a single unique field like the Account Number or update the account columns in your spreadsheet to reflect the correct Number and Name.


There is more than one Account with the name ABC

ABC in this case will show the Account name you have entered in the spreadsheet. This error means you have more then one Account with this name. Calxa needs to be able to uniquely identify which account to update. 


To resolve this you can either add an Account Number or Account Path column to your spreadsheet. See Import Budgets - File Formats & Options and the Account heading for more details.


Business Unit does not exist

This means Calxa could not find a Business Unit based on the columns you've mapped for Business Units. If you have provided a Business Unit Number it means there is no Business Unit with this Number or if you have provided a Business Unit Name it means there is no Business Unit with this Name. Alternatively if you have mapped both a Number and Name it could mean the Number and Name don't match exactly as they're seen in your Business Units


To resolve this you may consider using a single unique field like the Business Unit Number or update the Business Unit columns in your spreadsheet to reflect the correct Number or Name.


There is more than one Business Unit with the name ABC

ABC in this case will show the Business Unit name you have entered in the spreadsheet. This error means you have more then one Business Unit with this name. Calxa needs to be able to uniquely identify which Business Unit to update.


To resolve this you can either add an Business Unit Number or Business Unit Path column to your spreadsheet. See Import Budgets - File Formats & Options and the Business Units headings for more details. 


Jan 2021 is locked for this budget

Jan 2021 in this case will show the column heading you've mapped for the Period Amounts. This error means the period shown is part of a Financial year that is locked for the destination Budget version.


To resolve this you may consider unlocking the Budget version in the Budget Manager or perhaps you should be choosing a different destination budget. 


Duplicate records detected

This error indicates that the row is duplicated in your spreadsheet. In other words the same Business Unit and Account record is listed elsewhere in the spreadsheet. Calxa will not make assumptions about how to handle duplicate rows. Only unique rows can be imported.


To resolve this case you will need to amend the spreadsheet rows so only one records exists for this Business Unit and Account combination.