f you get a “Partial Success” message in Amalgam, that means that while your data was valid as far as our app could tell, one or more errors occurred when sending that data to its destination. This is usually a result of rules put in place by the app that Amalgam isn’t able to check on our end.
When this happens Amalgam puts the message QuickBooks sends back into the yellow message box, which will hopefully make the process of figuring out what went wrong easier. However, these messages can be confusing at times.
Required Parameter Missing Errors
QuickBooks contains data validation rules that are the same whether you are using the QBO website or Amalgam to create and edit your data.
Probably the most familiar of these validations are required fields, and in most cases Amalgam knows which these are and will tell you before uploading if one of these are missing. However, in certain cases, especially where a value is conditionally required, Amalgam may not recognize a value as required.
To make matters more confusing, sometimes QuickBooks will describe a missing data field in code, such as “AcctRef.value is missing.” In these cases, the period-separated list of variable names can be hard to understand.
You can usually guess the data missing from the last or second-to-last value in the list, for example in this case it would be referring to an Account (i.e. the account reference). Yeah, it can be confusing. Feel free to reach out to support if you need a hand.
This is Often a Result of Sheet Errors
Because Amalgam usually catches when a required field is missing, in many cases these errors will be a result of input issues in the sheet itself:
- Hidden formulas have broken: in other cases, the value we send to QuickBooks isn’t the name of a record (like a customer or vendor) at all, but an ID for that vendor that QuickBooks uses to recognize it. Amalgam has several hidden columns in its resources that it uses to look up those IDs from the values in other columns – if one of these columns is overwritten, QuickBooks may incorrectly believe that a selection has not been made
- “Missing” value matching the data validation: if QuickBooks tells you a required field is missing, but you have filled it out in the sheet, you may not have selected from one of the allowed drop-down menu options. In some cases, the value we send to QuickBooks is required to match from an existing list in QuickBooks itself, making it crucial that the values match up
- Data in Sheet isn’t up-to-date: perhaps your list of options in the drop-down menu isn’t up to date with the latest in QuickBooks. To refresh this list, you can always select “refresh” in the Amalgam sidebar
If all else fails, reloading the sheet with the “Reload” button can resolve most problems. This will delete any formulas or data you have created, but it will reload all the lookups, drop-downs, and hidden formulas to ensure the sheet is working properly.