Requirements for loading data from spreadsheets

Make sure the columns in the spreadsheet exactly match the order of the grid in the form, and that the data is in the format required by the form. The best way to do this is to create several sample records in the SyteLine form and then export them to a spreadsheet. Then use that data as a template for the other rows. Or you may want to create a "demo" database and export the sample data to use as a template. In the template, you may want to hide columns for data that comes from calculated or read-only fields so that you do not enter data into them accidentally. Do not delete these columns; otherwise the columns will not match up when you paste them back into SyteLine.
Make sure any supporting data has already been loaded.
For example, if you try to load a customer address that includes IN as the state, but a Prov/States record does not yet exist for IN, the system sends a validation error and stops importing.