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Import File History

The Import File History page displays the results of imports that have been performed.

The Import File History page displays the results of imports that have been performed. When a person performs an import they are then taken to this page.

There are filters for:

  • Status (Pending, Processing, Complete, Failed, Cancelled, Removed)
  • Type (Import Types)
  • File Name
  • Date Range (default date range is one month)

Import File History page showing menu path.

Reviewing Results of an import

To review the results of an import, expand the chevron and select results.

After selecting Results a flyout (slide out) will open with summary details

Selecting Export will display any errors or warnings. Messages will be appropriate for the Import Type and will indicate any issue and the line item that needs attention.

Results export example for a Commission Rates import with errors