You can use the Import Summaries area to track the progress of your imports. It will record the number of records that have been added, updated and also any errors that have prevented the row from being processed. This area will also allow you to cancel a running Import and will store a copy of the Import file should you need it for future reference.
Viewing Import Progress & History
To access the Import Summaries first click on Settings from the COGs menu and then select the Import Summaries folder in the left pane menu.
This will display a history of Users imports detailing which App the import was for, how many Records where added and updated and when the import was started and completed. It will also show live progress for an import in progress.
View Import Errors
When importing data it is important that the data is in the correct format that the Record expects. The import will still enforce any validation that has been put into the App. This means that all required Fields must have a value for the Record and any max/min values and character limits must also be met.
To view any errors in an import first click on the Row from the Import Summaries to drill down into more detail for the Import
Then click on the Errors folder in the left pane menu. 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.
How to Cancel an Import
When viewing the Import Summaries you may notice that an import is failing on a lot of rows for the same reason and that this will need to be fixed and the import rerun. In this scenario you can cancel an import to stop it from processing the remaining rows in the import file.
Do do this first click on the import from the Import Summaries list to view the Summary information for the import.
In the three dot menu you will see the option of 'Cancel Import'. Click on this and you will see a warning to confirm that you would like to cancel the running Import.
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 at the right of the import row in the Import Summaries.
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.