Overview

This guide helps you diagnose and resolve common issues with the bulk data import feature. The bulk import system processes Excel templates with six interconnected sheets, and various issues can occur during file parsing, data validation, conflict detection, or the import process itself.
If you’re new to bulk imports, start with our Bulk Data Import guide to understand the process before troubleshooting issues.

Quick Diagnostics

Symptoms and Common Causes

Use this diagnostic flowchart to identify your issue:

File Format Issues

Supported File Formats

Accepted formats:
  • .xlsx (Excel 2007 and later)
  • Files must be under 10MB in size
  • Template must contain exact sheet names
Not supported:
  • .xls (Excel 97-2003 format)
  • .csv files (individual sheets only)
  • Password-protected files
  • Files with macros or complex formatting

Template Structure Problems

The import system expects exactly these sheet names (case-sensitive):
✅ Correct Sheet Names:
- "Programs"
- "Courses" 
- "Instructors"
- "Course Sections"
- "Credentials Definitions"
- "Credentials and Course Sections"

❌ Common Mistakes:
- "Program" (missing 's')
- "CourseSection" (missing space)
- "Credentials" (should be "Credentials Definitions")
Solution: Download a fresh template from the Data Import page and copy your data to the correctly named sheets.

File Size and Performance

Large files (>5MB) or datasets with >1000 items per sheet may experience:
  • Extended processing times (5-15 minutes)
  • Potential timeout errors
  • Memory issues during validation
Recommended limits:
  • Programs: Up to 500 per import
  • Courses: Up to 1,000 per import
  • Course Sections: Up to 2,000 per import
  • Total file size: Under 5MB for best performance
For large datasets:
  1. Split data into multiple smaller files
  2. Import programs and instructors first
  3. Import courses in batches of 500
  4. Import course sections last

Data Validation Errors

Required Field Issues

Each sheet has specific required columns marked with asterisks (*):
Required columns:
  • Name* - Program name (must be unique)
  • Code - Program identifier (optional but recommended)
  • CIP Code - Classification code (optional)
Common errors:
❌ Empty program name
❌ Duplicate program names  
❌ Invalid CIP code format (should be XX.XXXX)

Cross-Reference Validation

The system validates relationships between sheets. Common cross-reference errors: How to fix cross-reference errors:
  1. Check spelling and capitalization - Names must match exactly
  2. Verify data exists - Referenced items must be in the appropriate sheet
  3. Check for extra spaces - “John Smith” ≠ “John Smith ” (trailing space)
  4. Use consistent naming - Don’t mix “Dr. Smith” and “Smith, Dr.”

Data Format Requirements

Conflict Resolution Issues

Understanding Conflicts

Conflicts occur when your import data matches existing data in your organization. The system detects conflicts based on:
  • Programs: Name matching
  • Courses: Course code matching
  • Instructors: Name matching
  • Course Sections: Section name + course code combination
  • Credentials: Name or code matching

Conflict Resolution Options

For each conflict, you have three options:
When to use: Data already exists and is correctResult: Leaves existing data unchanged, doesn’t import the new itemBest for: Avoiding duplicates when data is already current

Bulk Conflict Resolution

For large imports with many conflicts:
  1. Review conflict patterns - Are conflicts due to naming inconsistencies?
  2. Choose default strategy - Skip if data is current, Replace if updating
  3. Handle exceptions manually - Review unique cases individually
  4. Document decisions - Note resolution choices for audit purposes

Processing and Performance Issues

Import Timeouts

Solutions for timeouts:
  1. Reduce batch size:
    Instead of: 2,000 courses in one import
    Try: 4 imports of 500 courses each
    
  2. Import in dependency order:
    Batch 1: Programs + Instructors
    Batch 2: Courses (first 500)
    Batch 3: Courses (next 500) 
    Batch 4: Course Sections
    
  3. Simplify data:
    • Remove optional columns with complex data
    • Import core data first, add details later
    • Use shorter descriptions and names

Memory and Processing Errors

Symptoms:
  • Browser becomes unresponsive during upload
  • “Out of memory” errors
  • File processing stops at validation stage
Solutions:
  1. Browser optimization:
    • Close other browser tabs
    • Use Chrome or Firefox (better memory handling)
    • Clear browser cache and cookies
  2. File optimization:
    • Remove empty rows and columns
    • Compress data by removing unnecessary formatting
    • Split large datasets into smaller files
  3. System resources:
    • Import during off-peak hours
    • Ensure stable internet connection
    • Use wired connection instead of WiFi if possible

Background Processing Issues

Syllabus Processing Failures

After successful import, syllabi are processed in background jobs. Common issues: Troubleshooting syllabus processing:
  1. Check file accessibility:
    • Ensure syllabus URLs are publicly accessible
    • Test URLs in browser to verify they work
    • Check if URLs require authentication
  2. File format issues:
    • PDF files work best
    • Word documents (.docx) are supported
    • HTML content may have extraction issues
  3. Monitor processing:
    • Go to Background JobsSyllabus Processing
    • Check individual item status
    • Review error messages for failed items

Real-time Progress Issues

Symptoms:
  • Progress bar stuck at 0%
  • “Connecting…” message persists
  • Import appears to hang
Solutions:
  1. Check WebSocket connection:
    • Look for 🟢 “Real-time updates” indicator
    • Refresh page if stuck on 🟠 “Connecting…”
    • Disable VPN or proxy that might block WebSockets
  2. Continue without real-time updates:
    • Import will still complete successfully
    • Check Import History for final status
    • Results will appear once processing finishes

Data Quality Best Practices

Pre-Import Data Preparation

Data Quality ChecklistBefore importing, verify your data:☑️ All required fields completed
☑️ No duplicate identifiers (codes, names)
☑️ Cross-references use exact name matching
☑️ URLs are valid and accessible
☑️ Email addresses properly formatted
☑️ Consistent naming conventions
☑️ Data fits within recommended limits

Common Data Quality Issues

Getting Help

Error Message Reference

Common error messages and their meanings:
"Invalid file format" 
→ File is not .xlsx or is corrupted

"File too large"
→ File exceeds 10MB limit

"Missing required sheets"  
→ Template sheets renamed or deleted

"File appears to be corrupted"
→ Excel file damaged or not readable

When to Contact Support

Contact support if you encounter:
  • Persistent file corruption issues
  • Timeout errors with small datasets (<100 items)
  • Database constraint errors that don’t match validation
  • Missing import results after successful processing
  • System errors not covered in this guide
Before contacting support, please:
  1. Try with a smaller test dataset (10-20 items)
  2. Download a fresh template and retry
  3. Check the Import History for additional error details
  4. Note the exact error message and when it occurred

Import History and Audit Trail

All import attempts are logged for troubleshooting:
  1. Go to Bulk UploadImport History
  2. Click on failed import for detailed breakdown
  3. Review failed items and error messages
  4. Use information to correct source data
  5. Re-attempt import with fixes applied
Import history includes conflict resolutions and processing details, making it easy to understand what happened during each import attempt.

Recovery and Cleanup

Cleaning Up Failed Imports

If an import fails partway through:
  1. Check what was imported:
    • Review Import History details
    • Verify which items were successfully created
    • Note any orphaned references
  2. Clean up partial data:
    • Remove incomplete records if necessary
    • Fix reference integrity issues
    • Consider whether to continue or start fresh
  3. Prepare for retry:
    • Remove successfully imported items from your template
    • Fix errors identified in failure details
    • Test with smaller dataset first

Data Integrity After Import

After successful import, verify data integrity:
  • All expected programs, courses, and instructors appear in system
  • Course-program relationships are correct
  • Section-instructor assignments are accurate
  • Syllabus processing completed for uploaded files
  • No orphaned references (sections without courses, etc.)