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How to create an Import Job
Select Import Jobs from the Administration menu.
Click New Jobs at the top of the Import Jobs area. This will open the Create import job menu.
Select which Import Profile you are using the Profile drop-down box, and click Choose File to select your Import file.
Change the Initial State to Queued to import immediately, and click Upload.
How to create an Import Job to be run later
Select Import Jobs from the Administration menu.
Click New Jobs at the top of the Import Jobs area. This will open the Create import job menu.
Select which Import Profile you are using the Profile drop-down box, and click Choose File to select your Import file.
Change the Initial State to Hold for your Import to be processed later, and click Upload.
How run an Import Job that is on Hold, or Restart an Import
Select Import Jobs from the Administration menu.
Click Restart next to the Import Job you wish to re-run.
Please note that any changes made to the Import file will need to be created as a new Import Job.
How to view the errors for an Import Job
Select Import Jobs from the Administration menu.
Click Show Errors next to the Import Job you wish to see the errors for.
You will be taken to a page which lists each of the errors for your Import rows. Any Import row which has an error will not have Imported, and to get more information as to why, you can export the error CSV file..
How to stop an Import Job
Select Import Jobs from the Administration menu.
Click Stop next to the Import Job you wish to stop.
Please note, you can only stop Import Jobs which are in progress. Any Import Job which is queued or completed cannot be stopped.
How to delete an Import Job
Select Import Jobs from the Administration menu.
Click Delete next to the Import Job you wish to delete.
FAQs
Can I test an Import?
The Import tool does not have a testing function. However, you can apply tests to your Import Profile to validate the data. More More formal, full tests tend to be run on the test platform, or using a small subset of data on the live platform first
What is the benefit of using an Import to update existing objects instead of the Bulk Update function in Datagrids?
Bulk updating through the the DataGrids is is a much faster process for updating objects in the platform. However, the Bulk Update only allows you to update one value at a time, i.e. set all User statuses to Enabled, or set all employment end dates to 31/12/2017. Within an Import file you're able to provide a variety of values, and they can all be updated in one process.