Import Summaries

Overview

The Import Summaries App allows Users to monitor and manage data import activities within the system. It provides detailed insights into each import, including the number of records added or updated, and errors encountered that prevented a Record from being added or updated.

Additionally, users can cancel ongoing imports and download the original import file for auditing or troubleshooting purposes. This functionality is especially useful for tracking large-scale data updates made by multiple users.

• Accessing Import Summaries
• Viewing Import Progress & History
• View Import Row Errors
• Cancelling an Ongoing Import
• Downloading the Original Import File
• Data Retention and Permissions

Accessing Import Summaries

To access the Import Summaries application:

1. From your site, open the Launchpad.

2. Click the Cog (⚙️) icon to view the Site Settings Apps.

3. Select the Import Summaries app from the list of available site settings applications.

Note: The visibility of the Import Summaries app depends on your user permissions. If you cannot see this app, contact your Site Administrator to request the necessary user permission.

Viewing Import Progress & History

Once the 'Import Summaries' app is opened, it will present a comprehensive record of Completed and In Progress user imports. This includes the following summary data for each import run:

• Target App: The Application into which data was imported
• Username: The user who initiated the import
• Status: The current state of the import (Running, Completed, Failed or Cancelled)
• Added: Number of new records created during the import
• Updated: Number of existing records that were modified (Including records that were parsed with no value changes)
• Errors: Number of records that failed validation or could not be imported
• Total Rows: The total number of records processed (including errored rows)
• Started / Finished: The timestamps indicating when the import began and ended
• Run Workflow?: Indicates whether the user decided associated automations would be executed
• Download: Provides a link to download the original import file

Furthermore, the app will dynamically showcase the live progress of an ongoing import with the status as Running.

The Import summaries can be filtered to show imports for specific Apps, by specific Users, to imports with errors or within date ranges as seen here:

View Import Row Errors

When importing data, all standard App validation rules are enforced. This includes:

• Required fields must contain a valid data value.

• Field values must meet any defined minimum/maximum limits and character constraints.

• Expression errors that may have been introduced by an App Builder that need fixing by them.

To view specific import errors:

1. In the Import Summaries list, click the relevant import row.

2. A detailed view will display any validation or processing errors encountered.

3. Hover on the error message for it to display the full message

4. Each error entry includes the corresponding row number from the original .csv file, allowing you to identify and correct the issue in your source data. (Add 1 to the .csv row when the file is opened to account for Field IDs being a header row in row 1 of the .csv reader)

After correcting the data, you can re-import the failed rows.

Cancelling an Ongoing Import

If an import process has stalled or takes longer than expected, it can be manually cancelled.

To cancel an import:

1. Locate the import in progress in the Import Summaries list.

2. Open the Action Menu (⋮) for that record.

3. Select Cancel Import.

This will stop the ongoing import process.

Downloading the Original Import File

For reference or auditing purposes, the original import file is retained in the system.

To download it:

1. In the Import Summaries list, locate the desired import row.

2. Click the Download (⬇️) icon at the end of the recorded import row.

This will download the file that was originally used for the import.

Data Retention and Permissions

Retention Period: Import Summaries are automatically deleted after 12 months.

Permissions: Visibility of imports depends on your access level.

•  

  • You may only see imports that you initiated.

  • Administrators or users with elevated permissions may view all imports.

If you require broader access, please contact your System Administrator.