My transaction file will not upload - I keep getting an error message. My transaction file will not upload - I keep getting an error message.

My transaction file will not upload - I keep getting an error message.

  • If the file you download from the vendor is a CSV file you may need to open it and do a "Save as" to save the file to your hard drive.
  • The PlanID or contract number, as entered in Plan Specs, must be either in the name of the file or the file itself.
  • One possibility is that there's a source on the file that's not mapped or is suppressed on the Work with Sources/Inv Accounts page. You should verify that all the sources included on the upload file are correctly mapped to a ftwilliam source.