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Troubleshooting CSV uploads

Answers to any questions relating to CSV upload

Tori Reichman avatar
Written by Tori Reichman
Updated over 3 months ago

How can I fix errors in my CSV file?

If there is an error in your CSV file, we will highlight the relevant cell in red. To view the error message, select the ⚠ icon on the right-hand side of the cell.

To rectify the error, you can follow any of the below steps:

Edit the row content

Double-click on the relevant cell to edit the content inside the cell. Once you've correctly updated the row content, the red error highlight will be removed.

Discard rows with errors

To completely remove a row with an error, select the row or rows and choose Delete selected rows to remove the errors from your CSV file.

Fix the file on your own device

If multiple errors occur, it may be quickest to select the Export button in the top right corner to download your CSV file to make your edits offline.

All the errors and warning messages will be available in this downloaded file.

What if there is duplicate information?

If there is a duplicated EID or Email in the uploaded CSV file, Vault will highlight all the duplicated rows as errors allowing you to do the following:

  1. Filter for rows with errors.

  2. Delete or edit the duplicated rows.

What happens if an employee's details have changed?

If an EID or Email in the CSV file does not match the existing data in our user database, Vault will show you an error during file upload.

You will need to edit or delete the data before continuing.

For other employee details (Role, Department, Site, etc.) that do not match existing the user database, Vault will show you a warning during file upload.

If you want to update the user database with the new data, you can ignore the warnings and continue to Import. Otherwise, you can make edits to the cells with warnings attached during the upload process.

What if I want to update an employee's EID/email?

If you would like to update a single employee’s EID or email, you can do so via the table on the Manage Users page. We currently do not allow editing of EIDs/emails through the CSV upload flow.

What does ‘Activate Users’ mean?

Activation means adding employees to your user database and granting access to the Vault mobile app for reporting.

Vault will also send an invitation email to the employee so that they can create their account.

What does ‘Deactivate Users’ mean?

Users who are not found in your CSV file but exist in your user database can be deactivated.

Deactivation means revoking access to the Vault App for the identified employees, 90 days from now.

If you have any questions or have spotted an error not addressed in this guide, please contact our Technical Support team.

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