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 Upload Fails Immediately
🚫 File Upload Fails Immediately
Symptoms: Error appears right after selecting file, before processing startsMost likely causes:
- File format issues (not .xlsx or corrupted)
- File too large (>10MB)
- Missing required sheets in template
📊 File Processes But Shows Validation Errors
📊 File Processes But Shows Validation Errors
Symptoms: File uploads successfully but shows red validation badges with error countsMost likely causes:
- Required columns missing or misnamed
- Empty required fields (marked with *)
- Data format issues in specific cells
⚠️ Conflicts Detected During Import
⚠️ Conflicts Detected During Import
Symptoms: System shows existing data conflicts requiring resolutionMost likely causes:
- Duplicate names, codes, or identifiers
- Data already exists in your organization
- Previous partial imports
❌ Import Fails During Processing
❌ Import Fails During Processing
Symptoms: Import starts but fails partway through with timeout or errorMost likely causes:
- Cross-reference validation failures
- Large dataset processing timeout
- Database constraint violations
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
.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):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
- 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
- Split data into multiple smaller files
- Import programs and instructors first
- Import courses in batches of 500
- 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)
Cross-Reference Validation
The system validates relationships between sheets. Common cross-reference errors: How to fix cross-reference errors:- Check spelling and capitalization - Names must match exactly
- Verify data exists - Referenced items must be in the appropriate sheet
- Check for extra spaces - “John Smith” ≠ “John Smith ” (trailing space)
- Use consistent naming - Don’t mix “Dr. Smith” and “Smith, Dr.”
Data Format Requirements
Program Names in Courses Sheet
Program Names in Courses Sheet
Format: Comma-separated list of exact program names
Syllabus URLs
Syllabus URLs
Format: Valid HTTP/HTTPS URLs
Email Addresses
Email Addresses
Format: Valid email format
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:- Review conflict patterns - Are conflicts due to naming inconsistencies?
- Choose default strategy - Skip if data is current, Replace if updating
- Handle exceptions manually - Review unique cases individually
- Document decisions - Note resolution choices for audit purposes
Processing and Performance Issues
Import Timeouts
Solutions for timeouts:-
Reduce batch size:
-
Import in dependency order:
-
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
-
Browser optimization:
- Close other browser tabs
- Use Chrome or Firefox (better memory handling)
- Clear browser cache and cookies
-
File optimization:
- Remove empty rows and columns
- Compress data by removing unnecessary formatting
- Split large datasets into smaller files
-
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:-
Check file accessibility:
- Ensure syllabus URLs are publicly accessible
- Test URLs in browser to verify they work
- Check if URLs require authentication
-
File format issues:
- PDF files work best
- Word documents (.docx) are supported
- HTML content may have extraction issues
-
Monitor processing:
- Go to Background Jobs → Syllabus 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
-
Check WebSocket connection:
- Look for 🟢 “Real-time updates” indicator
- Refresh page if stuck on 🟠 “Connecting…”
- Disable VPN or proxy that might block WebSockets
-
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
☑️ 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
Inconsistent Naming
Inconsistent Naming
Problem: Same entity named differently across sheetsSolution: Use exact, consistent names throughout all sheets
Hidden Characters and Formatting
Hidden Characters and Formatting
Encoding Issues
Encoding Issues
Problem: Special characters display incorrectlySymptoms:
- Accented characters appear as question marks
- Names with apostrophes break validation
- International characters cause parsing errors
- Save Excel file as “Excel Workbook (.xlsx)” format
- Ensure UTF-8 encoding for any CSV preprocessing
- Test special characters with small import first
Getting Help
Error Message Reference
Common error messages and their meanings: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
- Try with a smaller test dataset (10-20 items)
- Download a fresh template and retry
- Check the Import History for additional error details
- Note the exact error message and when it occurred
Import History and Audit Trail
All import attempts are logged for troubleshooting:- Go to Bulk Upload → Import History
- Click on failed import for detailed breakdown
- Review failed items and error messages
- Use information to correct source data
- 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:-
Check what was imported:
- Review Import History details
- Verify which items were successfully created
- Note any orphaned references
-
Clean up partial data:
- Remove incomplete records if necessary
- Fix reference integrity issues
- Consider whether to continue or start fresh
-
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.)