Troubleshooting Guide: Data Template Upload Errors in Retail Orbit

If you encounter an error when uploading your data template to Retail Orbit, follow these common troubleshooting steps:

1. Adjusted Headers (Row One)

Issue: The headers in row one have been modified.
Solution:

• Download a fresh data template from Retail Orbit.

• Copy and paste all data (excluding the headers) from your old template into the clean template.

• Save the file.

• Reupload the new file to Retail Orbit.

2. Missing Client Code in Column A

Issue: The client code is missing from Column A.

Solution:

• Ensure a client code is included in Column A for each row of data.

3. Location Code Mismatch

Issue: The location code in your data file does not match the location code in Retail Orbit or is missing.

Solution:

• Log into Retail Orbit.

• Select your account and navigate to Profile > Locations.

• Confirm the location code in Retail Orbit matches the location code used in the data file (e.g., "location 1" is not the same as "location 01").

• Update the data file accordingly.

• Ensure a client code is included in Column B for each row.

• Save the file and reupload it to Retail Orbit.

4. Class Code Mismatch

Issue: The class code in your data file does not match the class code in Retail Orbit.

Solution:

• Log into Retail Orbit.

• Select your account and navigate to Profile > Classes.

• Confirm that the class code in Retail Orbit matches the one in your data file (e.g., "TOP" is not the same as "TOPS").

• Update the data file to reflect the correct class code.

• Ensure a class code is included in Column C for each row.

• Save the file and reupload it to Retail Orbit.

5. Incorrect Period Date Format

Issue: The Period Date in Column D is not formatted correctly.

Solution:

• Ensure the period date is in YYYYMM format.

• For example, data for March 1–March 31, 2025, should have 202503 in each row of Column D.

• Save the file and reupload it to Retail Orbit.

6. Formulas in the Data File

Issue: The file contains formulas instead of static values.
Solution:

• Copy the data and paste as values to remove formulas.

• Save the file and reupload it to Retail Orbit.

7. Special Formatting Issues

Issue: Data includes special formatting such as currency symbols (e.g., "$").
Solution:

• Remove all special formatting from the file before uploading.

By following these troubleshooting steps, you can ensure a smooth data upload process. If issues persist, contact Retail Orbit Support for assistance.