Troubleshoot Datafeed
Learn how to troubleshoot common datafeed issues
Troubleshoot Common Datafeed Issues & SolutionsLearn how to resolve common Datafeed issues in AdviserLogic
Datafeed Adviser Code Credentials ExpiredLearn how to resolve expired Datafeed credentials issue
Datafeed Adviser Code and Credentials Have Been Entered, But no Files ReceivedLearn what to do if you have entered the adviser Code but no data has been received by the datafeed
Enabling Datafeeds when there is Existing Data Present in the Client's AssetsLearn how to enable datafeeds in AdviserLogic when existing investment or superannuation data is already present, preventing duplicate entries
How to Unmap a DatafeedLearn how to unmap a datafeed in AdviserLogic
Limitations of Datafeeds: Information That Cannot Be ReceivedLearn what types of information cannot be received through datafeeds in AdviserLogic,
Resolving Missing Account Code or Policy in the Datafeed Mapping ScreenLearn how to troubleshoot and resolve issues when an account code or policy is missing.
Resolving Incorrect Datafeed Balances and TransactionsLearn how to identify and resolve discrepancies in datafeed balances and transactions for accurate reporting.
Resolving Duplicate Assets in Client Accounts After Enabling DatafeedsLearn how to identify and resolve duplicate assets in client accounts after enabling a datafeed.