Import Summaries

The 'Import Summaries' section serves to monitor the progress of your data imports. It logs the quantity of records added, updated, and tracks any errors that may have hindered record imports. Additionally, this area provides the flexibility to terminate an ongoing import and keeps a backup of the import file for future reference. This functionality proves particularly beneficial in tracking substantial data modifications made by different users.

Viewing Import Progress & History

To reach the 'Import Summaries', you'll need to navigate to the 'Site Settings Area' first. Within this area, you can access the 'Import Summaries' App. To get there from your site, click on the 'Launchpad' first, and then select the 'Cog' icon. 

Your user permissions dictate the range of apps available to you for accessing and modifying your site's metadata. If the 'Import Summaries' app—highlighted below—is not visible to you, please reach out to your site administrator to request access. Keep in mind that availability is contingent on your granted permissions.

Once the 'Import Summaries' app is opened, it will present a comprehensive history of user imports. This includes specific details such as the target app for the import, the user who performed the import, its status, the number of records added and updated, any error-prone records, the total imported, and the start and finish times of the import. Information regarding whether a workflow was executed during the import amd the option to download the import file. Furthermore, the app will dynamically showcase the live progress of an ongoing import.

View Import Errors

When importing data it is important that the data is in the correct format for the Record. The import will still enforce any validation that has been put into the App. This means that all required Fields must have a valid value for the Record and any max/min values and character limits must also be met. 

To view any errors in an import, click on the Row from the Import Summaries to drill down into more detail for the Import.

This will tell you what errors have occurred when processing the import so that you can fix them and then re-import the failed rows. The row number from the .csv import file will be given against each of the errors to help identify them in your import file. 

Cancelling Imports

When importing data it can sometimes get stuck on an error in the import and will continue running until told to cancel. This cancel option can be seen in the imported record by clicking the action menu in and selecting the cancel import option.

View the Import File used for an Import

The file that was processed in the Import will be stored so that you can reference against it if needed. To get the import file click on the download icon in the Import Summaries List.

Note: Import Summaries are kept for 12 months and then automtically deleted

Note: Import Summaries are permission based. You may be able to see your own or all imports depending on the access that you have been given. If you require greater access to imports then contact your system administrator.