Data Import Permissions and Troubleshooting
Data Import is gated by module license and company portal access — there is no separate import permission on the menu. If something fails mid-job, use the checks below.
Access
| Requirement | What it unlocks |
|---|---|
| Data Import module licensed | Import menu (Dashboard and New Import) |
| Company portal login | All import pages |
| Related module licensed | Real Estate targets need Real Estate; employees need HRMS |
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| No Import menu | Module not licensed | Ask an administrator to enable Data Import |
| Invalid file type | Wrong extension | Use .csv, .xlsx, or .xls only |
| File too large | Over size limit | Keep files at or under 20 MB; finance imports also max 10,000 rows |
| Many validation errors | Headers or required fields don't match | Download the sample template; fix required fields and data types; remapping may help |
| Update did nothing | Wrong key field, or mode set to Insert only | Map the key correctly; use Update or Upsert; confirm keys exist in Biznsbook |
| Cannot delete job | Job still Processing | Wait until Completed, Failed, or Cancelled |
| Real Estate / employee import blocked | Target module not licensed or not set up | Enable and configure Real Estate or HRMS first |
| Partial success | Some rows failed validation or execute | Export the error CSV, fix those rows, re-import |
Frequently asked questions
Is Data Import the same as OCR Data Entry? No. Data Import is for CSV/Excel. OCR Data Entry is for scanned receipts and similar images.
Does a failed row stop the whole job? No. Failed rows are reported; valid rows can still import (partial success).
Where do I maintain products after importing Items? Use Add and manage products, or the lighter Add your products guide for first-time setup.
Can I resume a stuck Processing job? Wait for the background run to finish or fail, then check status and the error export. Contact support if a job stays Processing far longer than expected.