In order to save time and perform bulk operations, PEX allows you to upload a CSV for certain tasks such as card orders or tag management. Sometimes you may encounter unexpected errors. Below are common reasons why a file upload or import may fail and how to address them.
Save as a .CSV in UTF-8 Character Format
PEX cannot accept uploads in .xls or other proprietary formats. Please make sure your file is formatted as a .csv (comma separated values).
Some uncommon characters, such as accented characters (e.g. é) or punctuation marks (e.g. °) may cause problems when importing files.
If you see an odd character after importing a file (such as a question mark or question mark in a black diamond where the character should be) the problem is most likely due to a different file format than expected.
The PEX admin site expects files to be imported in UTF-8 formatting. Many common office applications, such as Microsoft Excel®, Apple Numbers®, and Open Office Calc, have the option to save files in multiple file formats.
Use "Format as Text" When Editing in a Spreadsheet Program
If you are editing a CSV file in Excel, you may experience issues with formatting. For example, Excel appears to drop leading zeros from zip codes for fields formatted as "General". To ensure your file is saved correctly, please format all columns as "Text" before saving as CSV.
Check for Extra or Hidden White Space Characters
Sometimes hidden white space characters can cause problems in file uploads. Make sure blank columns are truly blank. If you are seeing an unexpected error (e.g. "State: NY is not a valid option for state") the cause may be an extra space either before or after the value.