Troubleshooting Guide - InsureData Pro Help
Resolve common issues with census data conversion. File upload problems, mapping errors, and export troubleshooting solutions.
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Troubleshooting Guide
Common issues and solutions for InsureData Pro census conversion tools. Find quick fixes for the most frequently encountered problems.
File Upload Issues
Problem: File Won't Upload
Possible Causes and Solutions:
- File Size Too Large: Maximum file size is 50MB. Try splitting large files or removing unnecessary columns.
- Unsupported Format: Only .xlsx, .xls, .xlsm, and .csv files are supported.
- File Corruption: Try opening the file in Excel first to verify it's not corrupted.
- Browser Issues: Clear browser cache or try a different browser.
Problem: Upload Appears Stuck
Solutions:
- Wait for the process to complete (large files may take several minutes)
- Check your internet connection stability
- Refresh the page and try again
- Try uploading during off-peak hours
Field Mapping Problems
Problem: AI Mapping is Incorrect
Solutions:
- Review Column Headers: Ensure source file has clear, descriptive headers
- Manual Override: Click on incorrectly mapped fields to change them manually
- Data Consistency: Check that data in columns matches the header description
- Template Verification: Confirm you're using the correct carrier template
Problem: Required Fields Missing
Solutions:
- Check if the field exists under a different name in your source data
- Verify that your source file contains all required information
- Contact your carrier for clarification on required vs. optional fields
- Consider adding missing data to your source file before conversion
Data Format Issues
Problem: Date Format Errors
Common Issues:
- Inconsistent Formats: Mix of MM/DD/YYYY and DD/MM/YYYY formats
- Text Dates: Dates entered as text (e.g., "January 1, 2023")
- Invalid Dates: Dates like 02/30/2023 that don't exist
Solutions:
- Standardize date format in your source file before upload
- Use Excel's date formatting to ensure consistency
- Apply date transformations in the mapping interface
Problem: SSN Formatting Issues
Solutions:
- Remove dashes and spaces from SSNs (use 123456789 format)
- Ensure SSNs are stored as text, not numbers (to preserve leading zeros)
- Validate that all SSNs are 9 digits long
Export Problems
Problem: Export Fails or is Incomplete
Solutions:
- Validation Errors: Fix all red error indicators before exporting
- Required Fields: Ensure all required fields are mapped
- Data Quality: Remove or fix rows with invalid data
- Browser Memory: Try exporting smaller batches for very large files
Problem: Downloaded File is Corrupted
Solutions:
- Ensure download completed fully before opening
- Try downloading again
- Use a different browser
- Check available disk space on your device
Performance Issues
Problem: Tool Runs Slowly
Optimization Tips:
- File Size: Work with smaller files when possible (under 10MB for best performance)
- Browser Resources: Close unnecessary tabs and applications
- Internet Connection: Use a stable, high-speed connection
- Browser Choice: Chrome and Firefox generally provide the best performance
Still Need Help?
If you're still experiencing issues after trying these solutions:
- Check the complete Census Conversion guide
- Review the Getting Started guide
- Ensure you're following the best practices outlined in our documentation
Contact Information
For technical support or questions not covered in this guide, please ensure you have:
- A clear description of the issue
- Screenshots of any error messages
- Information about your browser and operating system
- Sample files (with sensitive data removed) if relevant