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
Failed Imports
If the Status of an Import is ‘Failed’ opening the results should display details on the reason for the failure.
The most common reason for a failed file is an incorrect Import Type was used for the file selected. For example, if the type selected was for Policies, but the file selected was for the Policy & Transaction Import. Going to the Results for the import should show details of fields that were missing or didn’t match.
The second most common reason for a failed file is that there was a change to the template, and an old template was used. Improvements can be made to add fields to existing import types. The results should provide information on missing columns, but it is best to download the template and compare it to the file. Then make changes to the file as needed and re-import.