Troubleshooting Uploads in the Review Invite Tool

The Review Invite Tool is designed to help you easily send review invitations to your prospects and clients. However, during the upload process, you might encounter errors or warnings that need attention.

This guide explains what these messages mean and how to resolve them.

Errors block the upload. You’ll need to fix these before re-uploading the file.

Fix: Ensure your file contains data and re-upload.

Fix: Split your file into smaller batches (max 2000 rows) and upload each batch separately.

Fix: Ensure every column in your file has the correct header:

• Adviser ID

• Adviser name

• Client email

• Client first name

• Client ID

Fix: Ensure the required column headers (above) are present and spelled exactly.

Fix: Remove any extra columns that don’t match the required format.

Fix: This usually happens if there are commas in your data not enclosed in double quotes. Wrap any comma-containing text in quotes to prevent splitting.

Fix: Ensure your column headings match the required format exactly.

Fix: Ensure all quoted fields have both opening and closing quotes. Line breaks within a field are not supported.

Fix: Remove any duplicate Client IDs. Each entry must be unique.

Fix: Check the specified rows and complete any missing fields.

Fix: Check formatting on the specified rows. We flag emails with issues such as:

• Missing domain (e.g. user@)

• Missing local part (e.g. @example.com)

• Consecutive dots (e.g. user@domain..com)

• Domain starts with a dot (e.g. user@.com)

• Spaces (e.g. user name@domain.com)

• Missing or short TLD (e.g. user@domain or user@domain.c)

• Consecutive dots in the local part (e.g. user..name@domain.com)

Fix: Double-check that all adviser IDs are correctly entered and belong to your organisation.

Fix: Contact us at customer_service@vouchedfor.co.uk for help resolving this.

Fix: Redownload the file if needed and confirm that all Adviser IDs are valid and associated with your firm/network.

Fix: You’ll see this when the same client has previously reviewed multiple advisers.
Error message: “Client has reviews with more than one adviser. Choose which adviser to invite the review for.”

Warnings do not block the upload, but flag issues you may want to review.

🔄 Update:
As of [June 2025], the tool now checks for previous reviews and invites within the past 11 months (previously 6 months).

Client has already submitted a review within the past 11 months.

Client has already been invited to leave a review within the past 11 months.

Client first name appears to be a placeholder or not a valid personal name. We flag names containing:

• Deceased

• Trust

• Value

• Estate

• ISA

• (Upper or lowercase)

Tip: Review the ‘Client first name’ column for any questionable values.

Client has previously submitted reviews linked to more than one adviser.
Warning message: “Client has reviews with more than one adviser. Choose which adviser to invite the review for.”

Before uploading your file, we recommend:

• Checking that client emails do not match adviser emails.

• Reviewing names for placeholders like "Trust" or "Estate".

• Verifying adviser details and IDs are correct and current.

• Ensuring all required columns are included and named correctly.

• Checking your file is under 2000 rows.