Can you share a bit more information about the file you're importing and the template you're using? For example: Are you including Rate Source and Rate Level as part of your template or are you relying on the rules you have set up in Client Information? If you're using the Rate Source and Rate Level field in your template, what are the values you're assigning to these field? (Are you able to cut and paste a couple lines from the import file here for us to see?)
↧