Common errors

Here are some common errors in the Express system;

Error: CSV Import Errors

Where?: Imports

A CSV is a comma-separated values file, which allows data to be saved in a tabular format. Within the Express Application, a CSV file will be able to be downloaded with Microsoft Excel, you are however able to reformat using Google Sheets.

Root Cause: A common error with CSV imports is not using the template provided. This will often present with skewed columns, for example, an error in imports showing "JaneDoe@yourcompany.com is not a date field" would lead one to conclude that the data is out of order according to the template.

To locate the import page;

Express>> Results>> Import Deals>> Select business specified uploading method (SalesForce or CSV)

Troubleshooting Method: Within the CSV selection, you will need to confirm the correct Import that will be taking place. There are Import Templates for (Releases, Deals, Deletes). Once the business specified import is selected, as an admin you will be able to select the appropriate template which will be structured according to the field list in your selected mapping. Select the specified template by navigating to

Express>> Result>> Import Deals>> Select CSV (Comma Separated Value)>> Select CSV option>>(Releases, Deals, Deletes)>> Click on Not Sure of format? Export a Template>> The template will download in Microsoft Excel.

Please Note: The uploaded CSV file needs to be exactly the same amount of columns (fields) in the exact same order as the template, in order for the upload to be successful. If you would like the columns to be considered in the import those additional fields will need to be mapped. Express will not recognize the additional columns which will be causing the data to be skewed thus causing the error.

It is highly recommended to download the templates directly from Express.

Follow the link to the article should you need additional assistance with Importing Deals via CSV

Error: Blob Error

Where?: Imports (CSV Only)

Root Cause: This "BLOB" error is caused when the uploaded CSV file contains non-UTF-8 format characters - such as characters with accents, or special symbols, or commas in non-text fields.

Should you run into this error please see the following article that will assist with alleviating this matter.

Troubleshooting Method: How to fix CSV import "BLOB" error

Error: Apex heap size too large: (i.e.13161488)

Where?: Imports (CSV Only)

Root Cause of the error: The Apex heap size too large is due to there being a limitation on the number on the number of rows that are part of a CSV File upload. Should you encounter this error please see the article below for additional information.

Troubleshooting method:  CSV File Size

Please Note: Please follow the directions in Error 1 to locate the CSV Template

Error: Upsert failed. First exception on row 31 with id (Business Specified Deal ID); first error: TRANSFER_REQUIRES_READ, The new owner must have read permission: []||(XactlyExpress)

Where?: Running Calculations

Root Cause of the error: The Transfer Read error does not actually have anything to do with the deal that is being referenced in the error, it is about the visibility and permissions of the users in the system.

Troubleshooting method: The profiles within SalesForce will need to be checked for the organization profiles (ie Sales, Manager, Sales Manager), the profiles can be checked by navigating to the following internal documentation Activating Users in Express.  The following step will be to review steps 5 through 7. Please be sure to follow each step accordingly.

Please see the following article for additional assistance with this issue Transfer Read Error in Calculations 

Error: Import from Opportunity is Running

Where?: Imports

Root Cause of the error: The import is already running

Troubleshooting Method

Possibility 1:

This error is due to there being multiple imports being scheduled at the same time. Or attempting to run the import while a scheduled job is already running. In order to avoid this error, it is recommended to stagger the import times consecutively in order to give allow for adequate import times. Please see the below article that will provide steps to schedule imports.

How to Schedule Imports

How to Schedule Calculations 

How to View and Delete Scheduled Jobs 

Possibility 2:

The Import from Opportunity is Running will also present itself if you attempt import while Imports are running. Please be sure to check the status of running imports before attempting to start the process again.