Managing your Imports
An Overview of Checking the Status of Your Imports
Import Landing Pages
Workbooks has three native Views associated with Importing:
- My Imports.
- All Imports.
- Imports Requiring Attention.
As it is possible to apply filters here, it is also possible to create your own View.
Create Your Own Import Management Landing Page
You may find it helpful to create a view that highlights any imports with Errors or Warnings. To do this, go to ‘All Imports’ and use filters to narrow down to the relevant records.
Like Customising Views on any other Landing Page, this can be saved by clicking the View > Save as, then given a Unique name.
This view will then appear on the left hand menu to be able to be selected.
Managing your Import
After an import is done, different information is collected in separate tabs for you to review:
- Summary – Provides an overall description of the Import including its progress, numbers of errors and more.
- Affected Records – Gives information on which Records were either created or updated.
- Errors – All of the errors that have occurred during the Import.
- Rejected data – Shows the rows in the uploaded file that enforced no change or action during the Import.
- Warnings – All Warnings logged whilst attempting to Import data.
- Field Mapping Settings – Shows the mappings that were set during the Import Wizard.
- Error Handling settings – Shows the settings applied during the Import Wizard error handling configurations.
- Uploaded File – Has the Import file shown as well as the option to export again.
Managing Errors
When looking at the Error tab you will see 2 columns; ‘Row’ and ‘Message’. The Row column refers to the row in the upload file and the Message provides information why the error occurred.
In this example above, there are no People in Workbooks matching that UserID and Email. By reviewing the ‘Uploaded File’ tab, you can identify which row and column contain the incorrect data.
Managing Warnings
Like the Errors tab, the Warnings tab has two columns ‘Row’ and ‘Message’ that serve the same purpose as described above.
Similar to Errors, you can find incorrect data under the Uploaded File tab. In the image above, you can see that a percentage symbol (%) is included with the number (e.g., 81%). Remember, when importing data into percentage fields, do not include the percentage symbol
Note
When Managing Imports it is best practice to change the file that was uploaded to Workbooks rather than Exporting the Uploaded file from the Import Record. The act of exporting the file from the Import Record can affect the format of the file which can introduce other problems in the Importing process.