Qix suggestions on imports

Qix can suggest column matches and row fixes for an upload. Nothing is applied until you confirm it, and every row is then checked again by the same import rules.

Review what Qix suggests

1. Open Books, then Import data, and upload a file or select Continue review.
2. If Qix read your file appears, read the header row and the rows it would leave out. Select Use this layout and match columns, or Keep the file as it is.
3. Under Column matches, read How it was matched for each suggested column. Each suggestion is marked Sure, Likely or Check, with a reason. For a column of money, such as Debit, Credit or an amount, Qix only names the field it thinks fits and leaves Goes to on Do not import: choose the field yourself. A match to a money column is not remembered.
4. Change any field under Goes to, then select Confirm matches and check rows. Clear suggestions removes the suggestions instead.
5. Under Suggested fixes, compare the old and new value in each group, then select Accept or Dismiss.
6. To accept every suggestion still open, select the button beside Upload a corrected file that counts them, such as Accept 4 suggestions.

A row changed by an accepted fix shows Edited with Qix, and Undo edits returns it to what the file says. Accepting a fix changes the upload only, never your spreadsheet. Matches you confirm are remembered, so the next file of that type with the same headers is matched by name. A column you leave on Do not import is remembered as well, so Qix is not asked about it again.

When Qix looks at a file

• After upload, when a column of the file has no match by name. Qix may find the column headers on a lower row when a report title sits above them, and up to five rows that are not records, such as totals. Qix read your file lists every row that would not be imported, so you can check none is a record. You can return a left-out row with Put back.
• After the columns are settled, when rows have errors. It looks again at rows that still fail after you change the upload.

If the file looks like a different kind of list, a message that begins This looks like a file of says so. If you may import that kind of list, it links to the right import. Qix makes no suggestions once rows from the file are in your books.

What Qix reads

For the layout and column matches, Qix is sent the column headers and the first 20 rows, with each cell cut to 80 characters. Any of the last three rows that has an error is also sent. For fixes, it is sent the error message and the matched cells of up to 100 rows with errors, each cut to 200 characters. Any run of nine or more digits is replaced with [number] before anything is sent, and a cell that was cut or masked never gets a suggested fix.

What Qix can and cannot change

Qix suggests a new value only where a cell holds the right thing in the wrong format. A suggestion is shown only if its row passes the import rules with it.

It never suggests a change to an amount, price or cost, an account code or account, a fund, class or function, a document or journal number, a SKU, a parent code or subtype, or a contact on a document or journal. It never fills an empty cell.

When Qix is not available

• Qix suggestions are off for this business: columns are matched by name only, and you fix errors yourself.
• Qix has reached today's limit for this business: the same applies for the rest of the day.
• No answer within about 30 seconds: the page says Qix could not read the file or look at the rows just now. Select Ask Qix again, or carry on by hand.

In each case your upload is safe and the import works without Qix. See prepare and review an import file.

Turn Qix suggestions off

There is no setting for this in the business. Contact support to have Qix suggestions on imports turned off, or on again.