Troubleshooting Data Upload Best Practices Guide

This guide provides best practices for troubleshooting data uploads using the Import Tool, aimed at helping Administrators confidently manage data uploads into the software. The document outlines common challenges encountered during the data upload process, including formatting mistakes, issues with assigning programs, and updating data. It emphasizes the importance of using the 'Prepare for Import' feature and following import instructions to avoid inaccuracies. Additionally, it suggests importing one program at a time and excluding the assigned program from the CSV file to streamline the process. The guide also addresses challenges related to uploading blank values and missing or inaccurate Record IDs, recommending the use of Report Builder to pull and export Record IDs. Resources for further training and customer support options are also provided to enhance user knowledge and confidence in utilizing the software effectively.