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Problem
A user is unable to Export a file to Byte.
Troubleshooting
Please follow through the below questions, it will help us quickly identify and resolve the issue. If at any step you need to reach our support team, please inform us at which step you left off.
Are other people within your organization able to export files to Byte?
B. NO
Please inform our support team that no users are able to export files to Byte as well as the last time a user was able to successfully export.
2. Does the file show it was “Sent to Byte” within the Lead History?
A. YES
Please check with your Byte admin as the file was successfully exported.
3. What happens when you click the Export to Byte action tool?
A. Green Message
The file was successfully exported, please check within Byte. If you are unable to locate it, check with your Byte admin.
B. Yellow Message
The file was successfully exported but was unable to be assigned to the user within Byte. This is most commonly caused by either state licensing or an invalid Byte username listed within your user profile. You can check with your Byte admin to have the lead assigned to you within Byte. If this continues to happen on multiple files, please inform our support team.
D. The Export to Byte button is greyed out
The file has already been successfully exported to Byte. Please check with your Byte admin if you are unable to locate the file.
4. Are you able to export other files to Byte?
A. YES
This indicates an issue with the specific lead and its data. Do a quick check to see if all fields within the lead information appear valid, a common issue is that a date field within the file will be outside of the allowed date year range (must be between 1900 and 2199). If you are unable to find the field causing issues exporting to Byte, please contact our support team.
B. NO
Please contact our support team and inform them of the issue.
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