Step 5: Confirm and process

This step processes the records in the uploaded file.

Key info

• This page shows the number of records scheduled for import.
• There is no current method to correct records through the user interface. You must correct in the Excel file and re-upload.

1. On the Confirm Import page, click the check box beside the record count.
2. Click Finish.

   The import process begins. A message appears in the upper right:

   

   When the file is processing, this icon is shown:

   After the file is processed, it moves to the History panel:

   

   It has a check mark, which means all the records in the file were processed.

   If a file has an alert icon, it means one or more records did not process.

   

   1. Click to view details.

      Import details show each record in the file and if they processed successfully:

      

   2. Hover your mouse over the Error status for error details or click to copy and paste the error into a document to analyze.
   3. After analyzing the error, open the Excel file and correct the error.
   4. Re-upload the Excel file with only the rows that had errors that prevented the user from being created or updated.
   5. Review (validate) the record, confirm, and process.