Knowledgebase articles
- Welcome to the Knowledge Base
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- What is Spotler?
- Navigating your Spotler homepage
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- GatorLeads / Web Insights
- Tracking Code
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- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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?
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- Introduction to Zapier
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- Xero payments to Workbooks Tasks
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- Sync Outreach Sequence States to Workbooks
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- Introduction to Transaction Documents
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- Introduction to Transaction Documents
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Running and Reviewing your Import
Last updated : 09/06/2017Running 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 an overview of the import, and statistics around how many records were imported, how many errors received etc. More information on the all the tabs can be found on the page Import Management.
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.)
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.
By clicking on one, the user will be directed to the screen in which can Review your Import.