Data Management Troubleshooting

Managing data effectively is crucial for the Alex platform's performance and your sales success. This guide helps you resolve common data management issues, from sync problems to data quality concerns.

Data Import Issues

Import Failures

Symptoms:

• Import process fails to complete
• Error messages during import
• Partial data imports
• Missing or malformed data after import

Solutions:

1. Check File Format
   • Verify the file format matches expected type (CSV, Google Sheets, etc.)
   • Ensure character encoding is correct (UTF-8 recommended)
   • Check for BOM markers that might cause issues
   • Validate against sample templates
2. Review Data Structure
   • Ensure column headers match expected field names
   • Check for required columns that might be missing
   • Verify data types in each column are consistent
   • Address any delimiter issues in CSV files
3. Fix Data Content Issues
   • Check for special characters causing problems
   • Identify and correct malformed values
   • Look for rows exceeding field size limits
   • Address any date format inconsistencies
4. Manage Large Imports
   • Split large files into smaller batches
   • Increase timeout settings if possible
   • Use the staged import process for complex data
   • Monitor system resources during import

Advanced Data Management

Data Recovery Scenarios

Symptoms:

• Accidental data deletion
• Corrupted data after system error
• Data loss during failed operations
• Need to restore historical state

Solutions:

1. Contact Support for Data Recovery
   • Email our support team at admin@try-alex.com
   • Provide details about the data you need to recover
   • Include when the data was deleted or corrupted
   • Describe the specific records or data sets affected
2. Important Recovery Limitations
   • Not all data can be recovered - recovery depends on the data type
   • Some data is kept as soft delete for 30-90 days
   • Older deletions may be permanently unrecoverable
   • Recovery timeframes vary by data category
3. Information to Include in Recovery Requests
   • Your account details and organization name
   • Approximate date and time when data was lost
   • Types of records affected (leads, emails, etc.)
   • Any actions taken after the data loss
4. Preventative Measures
   • Regularly export critical data as backups
   • Use caution when performing bulk operations
   • Consider testing changes in a sandbox environment first
   • Implement proper user permissions to prevent accidental deletions