Revenue Import Shows No Importable Rows

Revenue Import Shows No Importable Rows

If you find that no importable rows are available when running the Revenue Import, follow the steps below to check the most common point of failure.

Verifying Revenue Types

  1. Navigate to Settings > List Maintenance.
  2. Locate the Revenue Type row in the List Maintenance Grid (In the default Grid layout, this will be on page seven).
  3. Click the Revenue Type row to populate all your Revenue Type options in the lower Grid.
  4. Carefully compare the entries for Revenue Type in your imported spreadsheet with the entries in List Maintenance. For every Revenue Type in your spreadsheet there must be an exact match in List Maintenance. This includes spelling, spacing, capitalization, and punctuation. After comparing, correct any typos in the spreadsheet or add any new entries to List Maintenance as needed.
  5. Re-run your Revenue Import with the corrections.

Still having troubles? Contact AdvisorEngine Support for further assistance.

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