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How to Identify if Import Worked Properly (Web)

After uploading a file to import accounts, contacts, events, or users, follow these steps to verify if the import was successful.

Hunter Allred avatar
Written by Hunter Allred
Updated over a week ago

Checking Import Status

  1. Navigate to the Import page:

    • Go to the Imports section in your navigation

    • Find your recent import in the list

  2. Click on the import to view details

  3. Check the Status indicator at the top of the page:

    • Green (Completed) ✓ - Import finished successfully

    • Orange (Processing/Uploaded/PostProcessing) ⚙️ - Import is still running

    • Red (Failed) ✗ - Import encountered a critical error

Understanding Import Results

The Results section shows you exactly what happened:

Key Numbers to Check

  • Total Records: Number of rows in your uploaded file

  • Successes: Records that were imported successfully

  • Errors: Records that failed to import

What Success Looks Like

✅ Successful Import:

  • Status: Completed (green)

  • Successes = Total Records (or close to it)

  • Errors = 0 (or very few)

What Problems Look Like

⚠️ Partial Import:

  • Status: Completed (green)

  • Some successes, some errors

  • Check error records to fix issues

❌ Failed Import:

  • Status: Failed (red)

  • Reason for failure shown

  • May need to fix file and re-import

Reviewing Errors

If you see errors in your import:

  1. Look at the "Error Records" section below the results

  2. Download error files to see which records failed

    • Each error file shows the specific row that failed

    • Review the data in those rows for issues

  3. Common error causes:

    • Missing required fields

    • Invalid email addresses or phone numbers

    • Incorrect date formats

    • Duplicate records

    • Invalid user IDs or team IDs

    • Address format issues

  4. Fix the errors:

    • Correct the data in your original file

    • Re-import only the failed records

    • Or manually add/edit the records that failed

What to Do After Import

If Import Completed Successfully:

  1. Verify a few random records in the system to ensure data looks correct

  2. Check that relationships (like owners, teams) are assigned properly

  3. Confirm custom fields populated correctly

If Import Has Errors:

  1. Download the error files to see what failed

  2. Fix the data issues in your file

  3. Create a new import with only the corrected records

  4. Or manually fix the records in the system

If Import Failed Completely:

  1. Check the "Reason for failure" shown in the results

  2. Fix the issue (usually a file format problem)

  3. Upload the corrected file as a new import

Tips for Successful Imports

  • Wait for "Completed" status - Don't check results while status is still "Processing"

  • Review error files immediately - They contain specific details about what went wrong

  • Test with small files first - Import 5-10 records to verify format before uploading thousands

  • Check required fields - Make sure all required columns have data

  • Use correct ID formats - User IDs, Team IDs, etc. must match exactly

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