Screens and settings
Dry-Run Report
The counts, notes, import and retry sections, row tabs and columns of the bulk import report.
The dry-run report checks every row of the file you uploaded and shows what will happen in the import. While the report is open, no record has been created. After the import, the same page shows the result of each row.
Page header
The header shows the file name, the status of the report, the source system name, the file format and the upload time. If there are invalid rows, the Download the error report (CSV) button downloads the list of errors as a CSV file in the language of the interface.
Counts
| Box | Meaning |
|---|---|
| Total rows | Data rows in the file |
| Valid | Rows without problems |
| Invalid | Invalid rows that will not be imported |
| To create | Rows that will create a new record |
| To update | Rows that match an existing record |
| With warnings | Rows with warnings |
The Notes box shows notes about reading the file. If the report is a retry, the note at the top links to the first report.
Import section
If the report has not been imported, the Import the valid rows section appears. Its When a record with the same source ID exists option offers two ways for matching records:
- Skip (leave the existing record) leaves the matching record as it is.
- Update (write the data from the file) writes the details from the file to the matching record.
The button says how many valid rows will be imported. If there are no valid rows, a warning and the Upload a corrected file link appear instead of the button.
On an imported report, this section is replaced by the import date and the result counts. If rows that were not imported remain, the Retry the failed rows section appears and links to the reports of earlier retries.
Row table
The All rows, Invalid and Valid tabs filter the rows and show their numbers.
| Column | What it shows |
|---|---|
| Row | The row's number in the file |
| Type | Record type |
| Title | Title and source_id. After the import it becomes a link to the record |
| Action | Before the import Create, Update, or Skip for an invalid row |
| Result | After the import Created, Updated, Skipped, Failed or Invalid |
| Problems | Which columns have errors, and the warnings. A row without problems shows No problems |
The column names and their rules are in Import Columns.