Start a bulk import

1. From the navigation bar, click Administration>Imports.

   The Import Lists page opens.

   

   From the Imports List page in SilkRoad Onboarding, you can:

   • Start bulk imports
   • Track the progress of imports
   • Review the details of imports (including errors)

   Here are some key parts of the page.

   	Name	Description
   1	Action buttons	Click to a button to perform an action: Refresh: Refreshes the page to show progress of imports. New Import Template: Select and download an import template. New Import: Select and process an import template.
   2	Active (in progress) import panel	Shows active, in-progress imports.
   3	History panel	Shows import history. Imports are shown here for 30 days and then drop off.
   4	Alerts	Shows whether imports successfully completed or partially completed with errors. : Import completed with errors. (Typically means some records processed and others did not.) : Import completed with no errors.
   5	Details	Shows details of the import file including list of records and status (Complete or Error).

   The import tool guides you through the step-by-step bulk import process.

   Step 1: Create and download an import template

   Step 2: Complete the import template

   Step 3: Upload the file

   Step 4: Review (validate) records

   Step 5: Confirm and process