When working with sync errors from XPM, you may encounter various errors related to missing or incorrect information. Below is a guide to understanding and resolving these issues:
1. "Linked Partner ID Not Found" OR "You must supply a partner when creating a client" Errors
This error indicates that the partner associated with the client in XPM no longer exists. To resolve this:
Have the client open the specific client profile in XPM.
Click on Edit.
In the Partner dropdown menu, select a valid partner.
If this error occurs for a client group, check the very first/top client under that group in XPM and ensure a partner & manager is assigned.
2. "Linked Client ID Not Found" Error
This error occurs when a client related to a group could not be successfully imported into the system. To resolve this:
Click on the client group related to this entity in XPM.
Search Active Sync logs for the client group and troubleshoot what the error is using this help article. You can search Active sync logs by the client id or the client group name. (Client groups will normally not have a client code in the sync logs)
Ensure none of the child entities are linked to more than one Client group in XPM
Once the sync issue related to the group is resolved, the child clients should import in the next sync run.
If the client group does not appear in the error logs even when searching by client id, check if the client group exists in Active. If yes, then check XPM to see if you have two Client Groups with the same name or if a Client group with the same name was Deleted/Archived.
To fix:
a) First, try removing the client group from the child entities in XPM and readd it back in
b) If the issue persists, then try changing the name of the client group in XPM and see if that imports the Client group in Active and resolves the sync errors for the child entities.
3. "Linked Manager ID Not Found" Error
This error means that the manager associated with the client in XPM no longer exists. To fix this:
Open the client's profile in XPM > Edit
Assign a valid manager in the Manager dropdown menu.
4. "First Name/Last Name must not be empty" Error
This error indicates that an individual client in XPM is missing either a first name or a last name. To correct this:
Open the client’s profile in XPM > Edit
Ensure that both the first name and last name fields are filled in.
5. "Phone Number Not Valid" Error
This error suggests that the client's phone number is not in a valid format. To fix this:
Check the client’s phone number in XPM using the Edit client button.
Ensure it is entered in a correct number format.