- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
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Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Running and Reviewing your Import
Running your Import
When you're happy with all the settings click Run at the top of the screen. Your import will be placed in a queue and you'll be notified when it's ready for review. In the meantime, you can carry on using Workbooks as normal.
The notification will look similar to this:
Reviewing your Import
When you receive the notification, click Open to generate a screen similar to the one below.
This screen gives you information on the success (or otherwise) of your import. The summary tab shows you the Status of your import (in this example, the Status is Awaiting Review), as well as showing you statistics about the number of rows successfully/partially imported or rejected.
The second tab shows the data that has been fully/partially imported. You can click on the records to open them to check that the right fields have been populated with the correct import data and that they are linked (if appropriate) to the right records.
Until the import is Approved, only the User carrying out the import has access to these records. (The User carrying out the import can also open the relevant Landing Page, where imported rows awaiting review will be highlighted in blue.)
The Errors tab will show any records that could not be imported along with information on why they weren't imported. Similarly the Warnings tab shows information about any problems with importing that have resulted in only a partial import of data, as illustrated in the screenshot below.
Notice that to help you identify what has caused an error or warning you're given information about which row of your source data has been problematic, as well as being given an error message showing information about the nature of the problem.
In this example (a People import where the records were to be linked to existing Organisation records), the employer Organisations don't already exist on Workbooks so it wasn't possible to link the People to them.
Opening the Imported Records tab allows you to click and open the records awaiting approval so you can check that the right fields have been populated with the correct import data. We strongly recommend that you carry out spot checks of this data to ensure that the import has created the records as you expected.
Once you're happy with the imported data click Approve. This will complete the import and make your records visible to other Workbooks Users.
If you're not happy with the import you can click Reject, which will remove all the records created via your import and reset the status of the import job to Not Run.
NOTE: Clicking Close simply closes the window, whereas clicking Delete will delete the entire import and discard the uploaded data file.
Until the import is either Approved or Rejected, the records will be visible in Landing Pages (highlighted in blue) but only for the User carrying out the import.
NOTE: It is important that all your imports are either Approved or Rejected and are not left in any other state. Approving an import will change the Status to Complete and Rejecting it will change the Status to Not Run. Leaving an import in any other state is likely to cause problems on your database and possibly corrupt your data.
Imports awaiting a Response
When an Administration User logs into a database and there are imports awaiting a response within that database, there will be a warning banner displayed on the top of the screen similar to the one below.
By clicking on this banner the user will be directed to an import Landing Page filtered to show the Imports that require attention. This includes information on when the import was created, run and the current status of that import, see below.
By clicking on any of these records, the user will be directed to the screen in which you can Review your Import.