Load Event Data - Step 6 - Validate

The Validate step of the load process is where the system validates the data contained in the uploaded file.

The following custom field types are available:

Custom Field Type Custom Field Validation
Checkbox Values must be either True, False, T, F, Yes, No, Y, N, Active, or Inactive.
Date Field Date format must comply with standard format rules. International dates are supported when the Dates are in International format option is selected in the Processing Options pop-up. See the Domestic Date Formats and International Date Formats sections below for additional information.
Dropdown The available drop-down options must be configured in the system prior to the data load. Drop-down values can be active or inactive within the system. The ability to load values that are inactive may be determined in the Processing Options.
Numeric Field Positive and negative values are supported. Decimals are supported. The character limit for this field is 50.
Radio Button Values must be either True, False, T, F, Yes, No, Y, N, Active, or Inactive.
Short Text Box The character limit for this field is 3950.
Scrolling Text Box The character limit for this field is 3950.

Note: Any custom field types that are not listed above are not supported with this data load type.

Validation Progress

When you reach the Validate page, the system automatically begins validating the format of the data.

If there are no errors, the wizard automatically begins validating the data's compatibility with existing system data.

Depending on the number of records being loaded, any format and system validation errors can be viewed and the load can be initiated in different locations:

  • For data files with 250 or less records, format and system validation errors can be viewed and the load can be initiated on the Validation page of the Data Load Wizard. The detailed error log can be viewed on the Data Load Queue page.
  • For data files with over 250 records, format and system validation errors can be viewed and the load can be initiated on the Track Data Loads page of the Data Load Wizard. The system automatically opens this page once the validation begins.

Files with 250 or Less Records

If there are errors in the file, you have the option to view the errors by clicking the View Errors button to the right of the progress bar. This opens a pop-up which displays a list of the errors that exist in the file as well as a description for the error. Error descriptions are found in far right column, and each error contains its own description. This list can be exported to Excel or printed using the icons in the upper-left corner of the table.

After the data format is checked, a summary of the results is displayed, including:

  • Number of records that will continue to system validation
  • Number of records that have errors and cannot be loaded