Fixing import errors

When you import a file, IBM® Controller verifies the journals in imported file against the import specification. In the Review error tab, you can fix mapping errors and other type of errors.

About this task

There are two types of errors:
Mapping
Mapping errors occur when there are values missing from the lookup table used in the import specification. You can fix these errors immediately by editing the lookup table from within the Review errors tab.
Other
Other errors are related to the import specification and the file that you try to import (for instance you cannot import a journal on companies for which you don’t have access rights, on dimensions that are not linked to the account, a journal that is not balanced).
If the option Reject unbalanced journals is selected in the import specification, then also the unbalanced journals are shown in other errors. The balance control does not take into account the rows where there are errors.
For instance, the first row is not correct as the transaction currency EURO is wrong (it should be EUR), so for the balance control, Controller will look only to rows 2 and 3 and conclude that the journal is not balanced. After the correction of row 1, the journal will be balanced and will be imported.
These errors require investigation and correction in the imported file or in the import specification.
Note: You can import the file without fixing the errors. The record (journal) that have errors will not be imported if the option Reject unbalanced journals is selected.

Procedure

Import the file without fixing errors

  1. If you want to import the file without fixing the errors, click Next.
    Only the lines that don't have errors are imported into Controller.

Fix mapping errors

  1. If there are errors displayed in the Mapping errors section and you want to fix them, do the following steps:
    1. Point to the highlighted section of a row.
      An error message related to the lookup map displays.
    2. Click the edit icon beside the highlighted section.
      The Update mapping window opens.
    3. Choose a Destination and Change sign values, and then click Save.
      The lookup table that is associated with the import specification used to import the file is updated with the mapping.
    4. Click Save and update.
      Note: Fixing one mapping error can resolve more than one error in the data file.
      The Review error window refreshes. If you corrected all of the mapping errors, the Mapping errors section in the Review errors section is empty.

Fix other errors

  1. The errors displayed in the Other errors section have different causes. If you want to fix them, you must investigate and fix each error type separately. Do the following steps:
    1. Point to the highlighted section of a row.
      An error message related to the lookup map displays.
    2. Click the export icon export to export the errors to a file.
      Use the detailed error messages to help you understand and fix the errors in the import specification, the data in the file, or a Controller configuration problem.

What to do next

Go to the Import preview tab to see what the import looks like.