Understanding the Import Module Dashboard

Understanding the Import Module Dashboard

The Import Dashboard is your central hub for managing and monitoring all import activity. It gives you an at-a-glance overview of recent import runs, surfaces any warnings or errors, and provides access to detailed logs for troubleshooting.

The dashboard is organized into three main sections.

Warnings and Errors

This section, displayed at the top of the page, provides a real-time log of issues encountered during recent import runs. It's the first place you should look to diagnose problems. Each entry is timestamped and includes a brief description of the issue.

Message Types
Error: Indicates a critical problem that stopped the import from completing, such as a missing file or a fatal processing failure.

Warning: Indicates non-critical issues. The import may have finished, but some data was skipped, such as rows that couldn't be matched to a person in the system.

Global Settings

This panel provides a quick, read-only view of system-wide settings that affect automated imports.
  1. Generic Imports Running Nightly shows the total count of import configurations from this module that are scheduled to run as part of the nightly integration.
  2. Disable Nightly Generic Data Imports shows whether the master switch to run all of the above imports is currently enabled (No) or disabled (Yes).
  3. Forms running SIS Imports Nightly displays the count of forms configured to use the separate, system-level SIS demographics import.
  4. Disable Nightly SIS Imports shows whether the master switch for the separate SIS demographics import process is currently enabled (No) or disabled (Yes).

Recent Activity

This table displays a history of all manual and automated imports processed by the system over the last 30 days. It allows you to track every run and see its outcome.

Each row in the table includes:
  1. Name: The name of the Import Configuration that was run.
  2. Date: The date and time the import was executed.
  3. Type: The method used, either MANUAL or AUTOMATED.
  4. Matched: The number of rows in your file that successfully matched a person in the system.
  5. Unmatched: The number of rows that could not be matched to a person.
  6. Created: The number of new records created during the import.
  7. Updated: The total number of individual data fields that were successfully inserted or changed across all matched records. Each field that receives a new value is counted. If an imported value is the same as the data already in a field, it is not counted as an update.

Viewing the Import Log

For a detailed breakdown of any specific run, click the View Details button in its corresponding row. This opens the Import Log, which provides a complete summary and diagnostic information.

The Import Log is organized into several tabs:
  1. Details: This tab provides a summary of the import run, including who ran it, the Record Creation Mode used, and the final counts of matched, unmatched, created, and updated records.
  2. Pre-process Errors: This tab shows errors that occurred during the initial phases of the import, such as issues reading the file or problems during the person-matching step.
  3. Record Creation Errors: If you enabled record creation, this tab will display any errors that occurred specifically during that process.
  4. Record Process Errors: This tab lists errors that happened while updating already matched records, such as problems with an Expression, data type mismatches, or issues inserting data into a form field.

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