DDCMS

Common issues you may encounter when uploading a customer file.

Customer file upload fixes

Covers fixes for upload issues caused by incorrect field lengths or invalid numeric and alphanumeric formatting.

Field length and format validation fixes

Resolve upload failures caused by values that cannot be recognised as valid Boolean, date, time or expected data types.

Invalid data type fixes

Fix name and company field problems caused by unsupported characters or incorrect use of uppercase and lowercase letters.

Name and character set validation fixes

Resolve upload problems related to date rules, lead times and invalid or missing schedule names.

Date rule and schedule fixes

Fix Direct Debit reference validation issues during upload.

Direct Debit reference fixes

Resolve upload validation issues resulting from contracts that are inactive or not yet fully created.

Contract status fixes

Fix upload issues caused by system or backend processing errors.

System and platform upload fixes

Gemma Langley

Upload Fixes

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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