Why Won't My Import Go Through?

An import stops at one of three points: the upload, the checks, or the final Import Everything. Open Import Data and find the message you see below. Nothing is saved until Import Everything finishes.

The Upload Fails

• "Import up to 5,000 rows at a time. Split larger exports into separate files." Split the sheet.
• "Upload a CSV or Excel file no larger than 10 MB." Split the file, or remove extra columns.
• "Add up to 40 spreadsheets in one data move." Upload the rest as a second import.
• "Keep one data move under 200 MB. Upload the rest as a second move." You can also choose up to 100 files at a time.
• "Finish or discard an open data move before starting another." You can have three unfinished imports. Open one from Recent Imports and finish it, or click Discard.
• The drop area is grayed out. Your role can view imports but not add them. Ask an administrator for permission to manage investors, raises, documents, or payments.

A File Doesn't Pass Its Checks

• Match these columns: a required field has no column. Click Match Columns, choose a column for each field marked with , then click Save and Check Again*.
• "Syndelo isn't sure what this file holds." Change its Type, or open Match Columns and click Match With AI if it's available.
• Rows can't be imported: each cause lists its row numbers. Click Leave Out and the row count to import the rest, or fix your file and upload it again. Download Review saves every row and its result.
• Rows to Check: these will import. Read them to confirm Syndelo guessed right, such as a date. Pick Day Before Month under a date column if your file is day first.
• "No row uses these files": those files won't be matched to a row. Fix the file name or the listing, or use the trash can to leave them out.
• A plan limit message: the import would go over your plan's limit. See Why Do I See "Plan Limit Has Been Reached"?

Check Again runs the checks after you change something. It doesn't appear when a file is waiting on you.

You Can't Click Import Everything

• "Money, file, investment and class records need a second person." You prepared this import, so a different team member with permission to approve payments and payouts must open it from Recent Imports, check it, and import it. If no one else can approve, you can import it yourself.
• Administrator Access Required for Files in Recent Imports: your role can't open this import.
• "Preview the current files before importing." The files changed after the check. Let the check run again, then import.
• Your workspace is paused: see Why Is My Workspace Paused or Read Only?

Something Imported Wrong

There is no undo for a finished import. Importing again doesn't replace saved records: rows already imported from the same platform are skipped. Correct the records in Syndelo, and check your numbers with Check Starting Balances.

Before you import, open Preview Rows under each file to catch a shifted or misread column.

Related: How Do I Import Investors and Historical Data?, Why Was My File Upload Rejected?