When a file is uploaded and the import process fails, clear guidance is provided to help identify the issue and show how to resolve it. The file will appear in the Recent Uploads list with a status indicating that validation has completed but errors were found. The system will display a label such as Validated with Errors, along with an option to Review errors. All errors must be corrected before the file can be submitted.
Review the customer file upload fixes to understand why an upload may have failed, what updates are required and how to submit the file successfully.
šNote: When a file contains many errors, reviewing it in a text editor can be quicker than using Excel. A text editor makes formatting problems easier to spot, such as an invalid schedule name. If the data has been exported from Excel, the file can be safely opened and edited in a text editor before uploading it to Access PaySuite.
Correct validation errors for a bulk payment upload
Click the Direct Debits tab on the left hand side.
Scroll down to the Upload Payment File panel.
Under Recent Uploads, select Review errors beside the file.
A Validation Errors Detected popāup will open and show the rows with errors.
Select Download Error File to download a list of the errors.
A spreadsheet will list each validation message and the corrections needed.
Correct the file, fix the validation errors and delete the final column.
Save the updated file in .csv or .xlsx format.
In the Validation Errors area, Click to upload or drag and drop the correct file.
Click Upload & Validate to recheck the file.
Under Recent Uploads, click Submit next to the file to review the summary.
Click Submit again to confirm.
The file status will update to Submitted.
šNote: If you decide not to review or resolve the validation errors and no longer need to continue with this upload, you can remove the file from the Recent Uploads list by selecting the bin icon. This helps keep your list tidy and makes it easier to work only with the files you want to proceed with.
Correct validation errors in the File Upload tab
When uploading a file in File Upload, you might see a 'Validation Completed with Errors' message. This means some rows didnāt pass validation and need to be corrected before you can continue. You can download the list of errors, delete the rows that contain issues or fix the errors directly in the system.
To correct errors manually:
Select the File Upload tab.
Scroll to File History, locate the file in the table, and scroll across.
Under the Status column, click on Validated with errors.
Under Actions, click the pencil icon on the errored row to view the details.
šNote: If the payment needs to be removed instead of corrected, select the bin icon.
Update the row to fix the issue.
Click Save Changes, and the file will validate once all errors are fixed.
Click Submit this file to continue.
šNote: Direct editing is only available when there are fifty errors or less.