Short Answer: An 'Upload failed' message means the system couldn’t process the file; common fixes are to re-export or reformat the file, check file size/encoding, and re-upload.
PreRequisites
- You attempted an upload and saw an 'Upload failed' or similar error modal
Steps
-
Read the exact message in the 'Upload failed' modal for any specific cause or hint.
You understand if the failure is format, size, or content related. -
If the file is exported from a bank or another system, re-export it, choosing a standard format and including headers.
A fresh clean file that often resolves format issues. -
Open the file in Excel/text editor to verify there are no password protections, empty header rows, or unusual delimiters; save again as CSV or XLSX if needed.
File is readable and uses standard delimiters/encoding. -
Try uploading a small sample first 50 rows to confirm format is accepted before uploading the full file.
Small sample uploads successfully, confirming acceptable format. -
If issues persist, capture the error message and contact support with the file for assistance.
Support can reproduce and advise on the required file format.
Troubleshooting
-
Modal displays 'Upload failed' without detail.
LikelyCause: Generic processing error, possibly due to corrupt file or unsupported encoding.
Action: Open the file in a text editor, save with UTF-8 encoding, remove unusual characters, then retry upload. -
Upload fails only for very large files.
LikelyCause: Server or browser timeouts / size limits.
Action: Split the export into smaller files and upload them separately, or contact support to confirm file size limits. -
Mapping step fails after upload.
LikelyCause: Required columns are missing or column headers are malformed.
Action: Edit the file to include clear header names, save, and re-upload so you can map correctly.
Note: The Import modal and 'Upload failed' modal are the key places to read exact error details — copy the error text when contacting support.