Import: Troubleshooting

This is a guide for the issues you may encounter when importing your client data to TaxDome. It aims to remedy the basic problems you may have when trying to automatically create accounts and contacts.

Covered here:

• How Do I Convert My CSV File to UTF-8
• How Can I Delete All Contacts Added During Import
• How Can I Delete All Accounts Added During Import
• "Cannot read properties of null (reading 'trim')" Error Message Occurs During Import

How Do I Convert My CSV File to UTF-8

If your program doesn’t allow you to select the encoding type, you can convert your CSV file to UTF-8 using Notepad.

Here are the steps:

1. Click the Start button, enter notepad in the search field, and then press Enter to launch Notepad.

2. Go to File, select Open, and then select All Files option from the drop-down menu.

3. Select the CSV file that you need to convert to UTF-8, and then click Open. The file will be opened in Notepad.

4. Go to File, select Save As, and then add .csv to the file name (otherwise, file will be saved as a .txt).

5. Go to the Encoding drop-down menu, select UTF-8, then click Save. You can now upload the CSV file to TaxDome.

How Can I Delete All Contacts Added During Import

If something went wrong during contacts import, you can easily delete all contacts created.

1. Click on the Filter button on the far right of the menu bar on the Contacts page.

2. Select the date and time of your import under the Imported at filter. The most recent one is always displayed at the top.

3. Click Apply, then select the checkbox above the list.

4. Click on  Delete at the top, click , then click Confirm.

How Can I Delete All Accounts Added During Import

If something went wrong during client data import, you can easily delete all accounts created. But before, you need to archive them. Here's how:

1. Click on the  Filter button on the far right of the menu bar on the Accounts page.

2. Select the date and time of your import under the  Imported at filter. The most recent one is always displayed at the top.

3. Click  Apply, then select the checkbox above the list.

4. Click on the three-dots icon at the top, click Archive Accounts, then click Confirm.

5. Go to the Archived subtab, then repeat steps 1-3. 

6. Click on the three-dots icon at the top, click  Delete, then click Confirm.

"Cannot read properties of null (reading 'trim')" Error Message Occurs During Import

If you have any empty cells in the top row of your CSV, the Import Wizard won't be able to read the entries in the table. It will signal with the "Cannot read properties of null (reading 'trim')" error message:

Here's how you can fix it:

1. Open the CSV file.

2. Check if there are  empty column header names. Add the missing headers.

3. Fill in the empty column names or delete such columns.

4. Save the CSV file.

Now, that file is ready to be imported.