> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nectarclimate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Input FAQ

> Troubleshooting connections, uploads, manual entry, and invitations.

Use this page to troubleshoot data collection issues in **Data Input**.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="My connection says &#x22;Needs attention.&#x22; What should I do first?">
    Open the connection and run the reconnect flow. Most issues are caused by changed credentials,
    required MFA, or updated utility portal prompts. If the status is **MFA Token Expired**, see the
    [MFA triage flow](/platform/data-input/mfa#triage-flow-fixing-an-mfa-connection) for step-by-step guidance.
  </Accordion>

  <Accordion title="An invitation says it is expired or invalid. Can I recover it?">
    Expired invitations cannot be reused. Create a fresh invitation and resend it from **Data Input > Invitations**. If links keep expiring
    immediately, confirm the recipient is opening the latest URL. Legacy magic links behave the same way — if you still have any outstanding, switch to invitations for future shares.
  </Accordion>

  <Accordion title="Why did browser sign-in fail during connection setup?">
    Browser-based sign-in may fail when utility portals block the flow or additional auth steps are
    required. Retry with standard credential entry or complete reconnect with updated prompts.
  </Accordion>

  <Accordion title="My upload failed. Which file limits should I check?">
    Verify file type, size, and batch size limits. Large uploads may need splitting into smaller
    batches, and unsupported formats should be converted before retrying.
  </Accordion>

  <Accordion title="I connected successfully but do not see bills yet.">
    Initial pulls usually take a few days. Confirm the connection is healthy, start date is
    appropriate, and the utility portal actually has available historical statements.
  </Accordion>

  <Accordion title="How do I know whether to use Connections, Uploads, or Manual entry?">
    Use **Connections** for recurring automation, **Uploads** for historical or one-off documents, and
    **Manual entry** for corrections or non-digital bills.
  </Accordion>

  <Accordion title="A recipient cannot complete an invitation flow. What should I send support?">
    Include the company name, time of attempt, utility provider, and screenshots/error text. This
    helps support identify whether the issue is credentials, MFA, or provider-side behavior. Check the invitation's **Activity log** first — it shows whether the link was viewed and where the flow stopped.
  </Accordion>

  <Accordion title="Where can developers implement embedded connection workflows?">
    Start with [Connection invitations](/developer-guide/connection-invitations) and
    [Connection statuses](/developer-guide/connection-statuses) in the Developer Guide.
  </Accordion>
</AccordionGroup>

## Related data input docs

<CardGroup cols={2}>
  <Card title="Data input overview" icon="book-open" href="/platform/data-input/overview">
    Compare all input methods and when to use each.
  </Card>

  <Card title="Connections" icon="plug" href="/platform/data-input/connections">
    Set up and manage recurring portal syncs.
  </Card>

  <Card title="Uploads" icon="upload" href="/platform/data-input/uploads">
    Ingest PDF/image bills in bulk or one at a time.
  </Card>

  <Card title="Troubleshooting" icon="screwdriver-wrench" href="/platform/data-input/troubleshooting">
    Detailed issue-specific guidance.
  </Card>
</CardGroup>
