Bank statement upload problems¶
Clix either imports the whole file or imports nothing. When it refuses a file, the upload dialog says why, and nothing is saved. Find the message you see below.
What went wrong¶
Nothing happens when I drop the file¶
Cause. The upload area takes only .csv and .xlsx files, up to 10 MB. It ignores any other file without a message: a PDF, an old Excel .xls, or a file saved in another format.
Fix. Open the file in Excel and save it as CSV or .xlsx. If you have only a PDF, ask your bank for CSV or Excel from its business portal. Clix cannot read PDF statements.
"This file was already uploaded."¶
Cause. This exact file is already in Clix.
Fix. Click Open the earlier statement to see it. To load it again, an Admin deletes the earlier statement first; see Delete a statement.
"Row …: balance …, expected …"¶
The full message reads, for example: "Row 3: balance 1200.00, expected 800.00. Nothing was imported — check which columns are Debit and Credit."
Cause. Clix checks each line's running balance against the line before it. The row named is where the balance stopped adding up. Usually Debit and Credit are swapped in the mapping. Row 0 means the first line does not follow from the opening balance printed above the lines.
Fix. In the mapping step, swap Debit and Credit, or pick the right columns, and click Continue. The Preview shows Balance chain passes once the mapping is right. If the file came from a saved mapping, an Admin clicks Re-map next time on the account, and you upload again. See Map the columns the first time.
"Rows that could not be read"¶
The full message reads, for example: "Rows that could not be read: 4. Nothing was imported — check the date format and the amount columns."
Cause. The mapping reads some rows wrongly. Under the message, each row is listed with its cell, for example "Row 12: date “31/13/2026” in Date does not match the date format", or "Row 14: “SAR 1,200” in Credit is not an amount". Up to 20 rows are listed, then "And 6 more."
Fix. Look at the listed rows.
| The message says | Fix |
|---|---|
| a date does not match the date format | Choose another Date format in the mapping step, or map the right column as Posting date |
| a value is not an amount | Map the right columns as Debit, Credit or Amount |
| a total or a note row is read as a line | Delete that row from the file, and upload again |
"The file reads account …"¶
The full message: "The file reads account …, which is not the account you chose."
Cause. You picked an account under Bank account, and the file names a different account above its lines.
Fix. Pick the account the file names, or choose Read it from the file, and upload again.
"This file carries no account number"¶
The full message: "This file carries no account number. Choose the account it belongs to."
Cause. The file does not print an account number above its lines.
Fix. Pick the account under Bank account, or choose New account… and type its Account number. Click Continue.
"An account with this number already exists."¶
Cause. Every bank account number can belong to only one organisation in Clix, and this one is taken.
Fix. If you typed the number under New account…, pick the account from the list instead. If the list does not have it, write to support@goclix.ai.
Fewer lines than the file¶
Cause. The confirmation reads, for example, "2 lines imported, 3 skipped". Skipped lines were already in Clix from an earlier upload for the same account: same date, same amounts, same description and, when the file has one, same balance. They are left as they were, so an overlapping export never doubles a line.
Fix. Nothing to fix. The skipped lines are in the earlier statement.
"Not verified" on a statement¶
Cause. No Balance column was mapped, so Clix could not check the running balance.
Fix. If the file has a balance column, an Admin clicks Re-map next time on the account, and you map Balance on the next upload.
Without a balance column Clix asks you to confirm the direction of the money before the first import: tick These are the right way round only when the sample lines show fees and salaries as Money out. If a statement imported the wrong way round, delete it, have an Admin click Re-map next time on the account, and upload it again with the Sign convention or Debit and Credit corrected.
Other messages¶
| Message | Fix |
|---|---|
| "The file is larger than 10 MB." | Export a shorter period |
| "The file is empty." | Export the statement again |
| "Could not read the file." | Open the file in Excel, save it as CSV, and upload the CSV |
| "No transactions found in the file." | Check the header row and the Posting date column in the mapping step |
After the import¶
The lines are matched in Payments → Bank reconciliation. Clix suggests an open invoice or bill for a line when its open balance equals the line's amount, or comes within 1% of it, or when its number appears in the line's text. The document must be dated on or before the line. A line that pays several documents at once may need matching by hand; see Work through the bank statement.
When to contact support¶
- Your bank gives only PDF.
- A file keeps failing and you cannot see why.
- An account number is refused as already registered and it is yours.
Send the file with the message you see. Write to support@goclix.ai.