EptaWealth

Import Troubleshooting

Common Data Import Issues and Solutions

If you're having trouble importing data into your EptaWealth account, this guide will help you troubleshoot and resolve common import issues.

File Format Issues

EptaWealth supports CSV (Comma-Separated Values) files for data import. Issues with file format are common.

Solution:

  • Ensure your file is saved in CSV format
  • Check that the file uses comma (,) as the delimiter
  • Make sure the file is properly encoded (UTF-8 is recommended)
  • Remove any special characters or formatting from your data

Header Row Issues

The CSV file must have a header row with the correct column names.

Solution:

  • Ensure your CSV file has a header row as the first line
  • Check that the column names match the expected format (see the import template)
  • Column names should not contain special characters
  • Download our import template to see the correct format

Data Format Issues

Data in your CSV file must be formatted correctly for successful import.

Solution:

  • Dates: Use YYYY-MM-DD format (e.g., 2023-05-15)
  • Numbers: Use decimal points, not commas (e.g., 1234.56, not 1,234.56)
  • Text: If text contains commas, enclose it in double quotes
  • Symbols: Use standard ticker symbols for stocks and cryptocurrencies

File Size Issues

Very large files may cause import problems.

Solution:

  • Keep file size under 10MB
  • If your file is too large, split it into multiple smaller files
  • Remove any unnecessary columns or data

Duplicate Data Issues

Importing duplicate data can cause conflicts.

Solution:

  • Check for duplicate entries in your CSV file before importing
  • Use the "Skip Duplicates" option during import if available
  • If you need to update existing data, use the update option instead of import

Browser Issues

Some import problems can be related to your browser.

Solution:

  • Use a modern browser (Chrome, Firefox, Safari, Edge)
  • Clear your browser cache and cookies
  • Disable browser extensions that might interfere with file uploads
  • Try a different browser if problems persist

CSV Format Requirements

EptaWealth accepts CSV files for importing transaction history. The exact format depends on the asset class you are importing. When you start an import, the platform shows you the expected column format and provides guidance on mapping your data.

For the best results, export your transaction history directly from your brokerage or exchange as a CSV file. Most platforms offer this option in their account or history settings. If you need help with a specific platform's export format, please contact our support team and we can help you prepare your data.

Still Having Trouble?

If you've tried the solutions above and are still unable to import your data, please contact our support team for assistance. Be sure to include a description of the issue and, if possible, a sample of your CSV file (with sensitive data removed).