Selecting Imports from the side menu will open the Imports page, which displays a list of import files. By default, the list will be filtered to show only those with Pending status. For each file, the following details are shown:
Name – If an individual record has been created from the import, this column will display a link to the corresponding record summary.
Type – This indicates which type of record will be created from the import file.
Date and time of upload
Status – This indicates which stage of the import process has been reached. The following statuses are available:
Pending – This means that the data for an individual record has been imported, but you still need to Create the Record.
Complete – This means that either an individual or multiple records have been created from the import file.
Filtering the List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the icon to run the search and apply your filters.
Search – Here you can search by import Name and ID.
Status – This will be set to Pending by default.
Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.
Exporting the List
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.