Review Invite Tool: Errors and Warnings Guide
Our Review Invite Tool is designed to help you seamlessly send review invitations for Prospects & Clients. However, certain errors or warnings may occur during the upload process. Below is a guide to help you understand and resolve these issues.
Errors
Errors prevent the upload from being processed. Please address the relevant issues before re-uploading the file.
1. Uploaded file is empty
Fix: Ensure your file contains data and re-upload.
2. Uploaded file contains rows more than 2000
Fix: Split your file into smaller batches with a maximum of 2000 rows and upload each batch separately.
3. CSV file contains data for a column but is missing the column header
Fix: Verify all columns in your file have appropriate headers (Adviser ID, Adviser name, Client email, Client first name, Client ID)
4. Upload is missing the column(s):
Fix: Verify all columns in your file have appropriate headers (Adviser ID, Adviser name, Client email, Client first name, Client ID)
5. Upload contains too many columns
Fix: Remove extra columns and re-upload the file.
6. Upload contains too many columns on row
Fix: Ensure the number of columns matches the expected format. Strings with commas must be enclosed in double quotes to prevent splitting.
7. Please re-upload the file with the correct column headings
Fix: Ensure your column headings exactly match the required format.
8. Unclosed double quote error
Fix: Ensure all text enclosed in double quotes is properly closed. We don’t support line breaks within CSV fields.
9. Upload contains duplicate client IDs
Fix: Remove duplicate Client IDs to ensure all entries are unique.
10. Upload contains missing data on row(s)
Fix: Check the specified rows and fill in any missing data.
11. Upload contains an invalid email address on row(s)
Fix: Verify the email addresses in the specified rows are formatted correctly. We check for the following when determining if the email address is valid:
Missing domain (e.g. user@)
Missing local part (e.g. @example.com)
Consecutive dots in domain (e.g. user@domain..com)
Domain starts with a dot (e.g. user@.com)
Spaces are not allowed (e.g. user name@domain.com)
Missing TLD (e.g. user@domain)
TLD too short (e.g. user@domain.c)
Consecutive dots in local parts (e.g. user..name@domain.com)
12. Upload contains Adviser ID (column A) that are not associated with your network/firm
Fix: Verify the adviser IDs match those associated with your network or firm.
13. Upload contains Adviser ID that cannot receive reviews
Fix: Contact customer_service@vouchedfor.co.uk for assistance in resolving this issue.
14. None / some of the advisers in the uploaded document belong to your firm/network
Fix: Download the CSV file again to ensure the Adviser ID is correct. Confirm adviser details and ensure they are associated with your firm/network.
Warnings
Warnings do not block the upload but highlight potential issues that you may want to address.
1. Already left a review on [date]
Indicates the client has already submitted a review within the last 6 months.
2. Previously invited on [date]
Indicates the client has previously been invited to leave a review within the last 6 months.
Additional checks to be undertaken before uploading data
1. Suspect Client Names
We suggest checking the ‘Client first name’ column for the following text
Deceased
Trust
Will
Value
Estate
ISA
Numbers
2. Check that the client email address does not equal the adviser email address