Performing an Import

Once you have added an import specification, it will be available from the My Imports tab. The steps below outline how to perform an import.

  1. Click the drop-down arrow in the My Imports tab to view the saved import specifications.

My Imports List

  1. To run an import, select it from this tab. The import that you select will appear onscreen.
  2. From the ribbon, select the Run Run button button.
  1. A status dialog appears, showing the import progress, by record.
  2. When the import has completed, a dialog appears to notify you of this.

Import Progress dialog

  1. When the import is completed without an error, the user receives the following message underneath the Processing Status bar: The import has completed successfully.
    1. Click Close to close the dialog.
  2. If the import is completed and contains an error or errors, the user receives the following message underneath the Processing Status bar: The import has completed with errors. The Show Errors button becomes activated.

Import Progress dialog - Show Errors button activated

  1. To view the errors, press the Show Errors button in the dialog. The Error Log window appears onscreen and displays the errors in this import.

Error Log window