Import Process Page

After you run an import process, you can view information about the process on its status page. These details help you track transactions for auditing and reconciliation purposes from the original import file, to a batch, and finally to a constituent record. This information also helps you quickly identify and resolve issues in import files that prevent data from importing.

The summary section at the top of the page includes the current scheduling, batch template and file mapping template, import file name, when the import was created, the number of times run, and the number of batches created from the process.

Each time you run an import process, the program generates a status record for the instance. On the Recent Status tab, you view the details about the most recent instance of the import process. On the History tab, you view historical status record information about each instance of the process. On the Job Schedules tab, you can view details about when the import process is scheduled to run.

 

Recent Status Tab

History Tab

Job Schedules Tab

Start process

Edit process

Create job schedule

Delete process

Exception Report

Process Status Report

Generate Windows Scripting File

 

 

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