Import Failed or Only Partly Worked

Remindax only accepts a fully correct import file — it won't import good rows and skip bad ones. When you upload, a preview window shows each row colour-coded: green rows are good to go, while red or yellow rows show exactly where the error is. Fix the flagged cells in your Excel file and re-upload the corrected file. The most common problems are a date that doesn't match your workspace date format, a missing required field, or an invalid email.

Step 1 — Use the official import template

Always start from the current Remindax import template (.xlsx). Don't rename columns or move data between sheets. See Remindax import template — complete guide.

Step 2 — Match the required columns

A reminder import row uses these columns:

Column	Field	Required	Accepted format	Example
A	item_id	No	Existing numeric item ID (for updating an item)	41231234
B	title	Yes	Free text	Trade License Renewal
C	doc_type_name	Yes	Free text	License
D	reminder_type	Yes	`expiration` or `due date`	expiration
E	exp_date	Yes	Your workspace date format (Settings)	20-02-2027
F	sequence	No	Sequence name (default applies if blank)	Default Sequence
G	email_csv	No	Comma-separated valid emails	[email protected],[email protected]
H	email_template	No	Free text	Expiry Alert Template
I	attachments	No	Comma-separated Drive file IDs (letters, numbers, `-`, `_`)	1AbCdEfGhIJkLmN,2XyZaBcDeFgHiJk
J	remarks	No	Free text	Renew before due date
K	repeat	No	`every=:;ends=>;mode=`	every=1:year;ends=never;mode=same
L+	Custom fields	No	Name/Value pairs (2 columns per field)	FieldName1 / Value1 / FieldName2 / Value2

The four required fields are title, doc_type_name, reminder_type, and exp_date.

Step 3 — Fix the most common errors

Date format. exp_date must match the date format set in your workspace (Settings → General). Whatever format you've selected there is the format the import expects. A mismatch is the single most common cause of a rejected row.

Reminder type. reminder_type must be exactly expiration or due date.

Invalid email. Any address in email_csv must be well-formed (no missing @, no stray spaces). One bad address flags the row.

Document type. doc_type_name is free text and doesn't need to pre-exist — if the document type isn't already in your workspace, the import creates it automatically.

Step 4 — Read the colour-coded preview and correct the file

When you upload, Remindax shows a preview with every row colour-coded:

Green — valid, ready to import.
Red / yellow — an error, with the problem cell indicated.

There's no download of failed rows — the system accepts only a fully correct file. Open your Excel file, correct the flagged cells, and re-upload. Repeat until all rows are green.

Step 5 — Capacity

Imports add tracked items and contacts, which count against your plan limits (plus any add-ons). If an import would push you past your contact or tracked-item limit, free capacity first — archiving items excludes them from the tracked-item count — or add capacity, then re-import. See How statuses work — Archived frees capacity.

What happens next

Once every row is green and you confirm, the reminders/contacts are created and begin following their assigned (or default) sequence.
Importing already-expired items creates them as Expired, which can lower your compliance %.

Edge cases & gotchas

All-or-nothing file: unlike some tools, Remindax doesn't import the good rows and skip the bad — fix everything to green first.
New document types are created automatically from doc_type_name, so a typo creates an unwanted new type — check spelling.
Date format follows Settings, not a fixed standard — if you change your workspace date format, your import file must match the new format.
No row limit — large files are fine.
Wrong company: imported data lands in the company/workspace you're currently in. Confirm the selector before importing.