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Bank files: ‘Import failed due to an unknown error’

What to do if you encounter ‘Import failed due to an unknown error’ when uploading a bank file

When importing a bank file, you might get the following error message:

Import failed due to an unknown error

 

Why this error occurs

This error can occur for multiple different issues with the file. Such as:

  • Incorrectly selected columns for the CSV format
  • Various issues with the format of the file

How to fix 🔧

This can be a hard error to fix, and it might just be that your bank provides a file that is formatted incorrectly.

Download and import again

Try downloading from your bank again and re-importing it into PocketSmith without opening it in another application before uploading.

Create and check the new CSV format

If you’ve uploaded a CSV, create a new CSV format as shown in this guide: CSV file formats.

When creating this new CSV format, ensure that the correct columns are selected.


Still having trouble? 🛟

Please email us at [email protected] and include a copy of the file you are having trouble with, as this will help us investigate further.

 
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