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Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line.  They just wanted a copy of the CAV file. They did not read my notes and made an assumption. This is long before trying to upload a CSV it is the first step where we are trying to ACTIVATE future bank CSV uploads.  The solution is to fill in the industry sector the client belongs too, which does not make sense. 

  • Guest
  • Oct 7 2019
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  • Guest commented
    9 Dec, 2019 04:45pm

    I found that Nat West send a CVS file and 3 out of 4 used columns the headding has a space before the title, this causes teh import opperation to fail on different lines.

  • G B commented
    13 Nov, 2019 08:34am

    I think I had this with a client - Make sure you have no special characters in the bank account name field (/ is ok - as in A/c)