Skip to content

Automated ingestion troubleshooting

When automated ingestion misbehaves, the cause is almost always visible on the source channel itself: its last poll status, last error message, and current state. Start there, then work through the common cases below.

A certificate is stuck in “Ingest failed”

Section titled “A certificate is stuck in “Ingest failed””

If a document was found but could not be read or mapped, its certificate lands in Ingest failed instead of Awaiting approval.

  • Check the file type matches the channel. A PDF-mapped channel expects PDFs, and a CSV or Excel channel expects spreadsheets. If the wrong kind of file was pulled in, the ingest is refused. Point the channel at a source that only holds the expected file type.
  • Check the definition map still fits the document. If the document’s layout changed, the map may no longer find the right fields. Run a dry-run to see the mismatch, then update the map.
  • Retry the certificate. A certificate in a failed state can be retried, which resumes processing from the failed step. See Submit & track status.

DASH de-duplicates automatically — each document is recognised by the source’s own identifier and by a hash of its content, so a renamed or re-uploaded file is skipped rather than ingested twice.

  • If you expected a document to be picked up but it was skipped, DASH has seen identical content before. A genuinely new version must differ in content to be treated as new.
  • If you see two certificates for what looks like the same document, check whether the content actually differs (for example, a corrected value or an added signature) — different content is treated as a new document by design.

If new documents are appearing at the source but no certificates show up, check these in order:

  1. Is the channel active? A paused channel does not poll. Resume it — see Configure polling.
  2. Is a poll interval set? An empty interval disables scheduled polling. Set an interval of at least 60 seconds.
  3. Is a definition map pinned? A channel with no map cannot poll. Pin one and run a dry-run to confirm it works.
  4. Was the channel disabled by an error? Repeated authentication failures disable a channel automatically, and a configuration error (such as a missing required field) disables it immediately. Read the last error message, fix the cause, and resume — resuming clears the failure count.
  5. Does the start point exclude the documents? If you chose From today or From a specific date, older documents are intentionally out of range. Review your start point.
  6. Do the documents match the channel’s file filter? A channel restricted to one file type ignores everything else at the source. Confirm the documents are the expected type.

If the channel cannot reach the source at all — a rejected login, an expired token, or an unreachable endpoint — the fix is at the channel connection level.