There could be a number of reasons why exporting a template to the CRM can fail, but some of the more common reasons are:
- Changing tabs while the export flow is on going
- Analyzing a different email case then attempting to export to another email case
- Template or CRM changes that causes the flow to fail showing you an error like below:
If you should encounter this issue:
- Try to export again
- Switch between two different tabs to refresh the focus then reanalyze and export
- Complete the remainder of the case manually and attempt an export on another case
If this issue persists for multiple cases and is consistently giving you an error when you try to export a template, you can try the following actions:
- Try Restarting SIDD
- Attempt the Basic troubleshooting steps techniques
- If both the above options fail to correct the issue and it continues to happen, request that your Supervisor or other leadership Contact SIDD support
Is there anything we could do to improve this article? Did the above steps not answer your question or resolve your SIDD issue? If so, please reach out to us via Live Chat, submit a ticket or send us an email at help@laivly.com and we will assist as soon as possible!