Sources
Common Issues & Troubleshooting
Use this guide to quickly resolve issues with connections, uploads, and data syncing.
🔌 Connection Issues
| Issue | Solution |
|---|---|
| Test Failed | Verify credentials and ensure firewall rules allow our IP. |
| Hidden Schema | Confirm the database user has SELECT permissions for that schema. |
| Timeout | Check network stability or increase timeout in advanced settings. |
| Auth Error | Re-enter username/password; check for expired credentials. |
📄 File Uploads
- File Limits: Ensure files are under 100MB and in valid CSV or Excel format.
- Stuck Processing: Large files take time; check your email for a completion alert.
- Headers: Ensure the first row contains headers and remove any merged cells.
- Characters: If data looks broken, save the file using UTF-8 encoding.
- Naming: Each source name must be unique within your organization.
🔄 Sync & Data Refresh
- Sync Failures: Verify the source system is online and credentials remain valid.
- Missing Data: Check if the sync is Paused or if Date Filters are too restrictive.
- Performance: For slow syncs, consider reducing the date range to sync only recent data.
Tip
Only sources with status "Sync Completed" (508) are available for datasets.
🗺️ Column Mapping
- Manual Mapping: If auto-map fails, use the interface to link columns manually.
- Save Errors: You must map at least one required field (Vendor, Amount, or Date).
- Visibility: Sources remain hidden in the Dataset builder until mapping is Complete.
Need more help?
Contact support with a screenshot of your Sync History log.