The webinar focuses on providing best practices and troubleshooting strategies for managing successful batch uploads within the ETO (Efforts to Outcomes) system. It also outlines several common issues that can arise during batch uploads and explains how to address them.
The presentation first covers the impact of special characters, such as apostrophes and line breaks, which can interfere with the batch upload process. It also addresses the challenges of handling numbers that start with zeros, demonstrating how to use apostrophes to ensure the leading zeros are preserved. The webinar also explores incompatible fields, including signature fields and cross-reference fields, that cannot be updated via batch uploads. Lastly, this webinar emphasizes the importance of reviewing the batch upload summary, which can provide valuable insights into why certain records were not successfully imported, enabling users to troubleshoot and resolve the underlying issues. Throughout the session, it provides step-by-step guidance and examples within the ETO system to equip participants with the knowledge to manage their batch upload processes effectively.
Troubleshooting Batch Upload Presentation Slides
