"Error opening file: Exception encountered creating plan people objects" when importing the Voyant fact find

Problem: On importing a completed a Voyant importable fact find, you see the "Error opening file: Exception encountered creating plan people objects" message.

 
Solution: Please double check your fact find and remove all unnecessary punctuation.
 
There is no need to remove the email at mark (@). The fact find will import successfully when it contains email addresses.
 
Common problems are commas in addresses, umlauts in investment account names and dates not being in the correct format. The correct format for dates is dd/mm/yyyy.
 
Once removed, the fact find should import and create the client case plan.
 
Note: It will often be necessary to address "Plan Creation errors" after importing. These plan creation errors just highlight information that is missing from Voyant that is required to complete the financial inputs.