The Import History page contains 2 main areas of information, a timeline of imports and a table of imports for all Lists. At the top of the page you can search for imports via a date range, list name and by the user who imported. You can also choose to include API imports.
Fig.1 The search options highlighted at the top of the screen.
Import timeline
In the top half of the screen, you can see a timeline that is split into 2 sections. The bottom section shows a default period and the top section shows the timeline between the two ‘green flags’.
Hovering over the blocks of colour will show the list name and how many imports were done.
If dates have been input incorrectly or you simply wants to change the date range, you can drag the ‘green flags’ to any position along the timeline.
Import for All Lists
Status | Shows the current state of the import |
| The import has been rolled back out of the system |
| The import was successful and completed |
| The import has failed and not gone into the system |
| Pending - The import is awaiting completion |
List | Shows the list which the leads were imported into. |
Leads (Lead Phone) | Shows the total leads attempted (Phone numbers mapped) |
Rej. (Parsing) | Records in file that could not be prepared for import. |
Dup. (File) | Phone numbers that were duplicates within the imported file. |
Dup. | Phone numbers that were duplicates in system. |
Rej (Val) | Phone numbers that did not meet validation. |
Rej. (DNC) | Phone numbers that were already in the DNC list. |
Rej (Sec) | Rejected during secondary mapping. |
Phone Nums Added | Number of phone numbers added to the database. |
Leads Created | The total number of leads created. |
Start | Time the import started (date and time). | |||
Finished | Time the import finished (date and time). | |||
| There is a final column that consists of a ‘more info’ button for each import. Clicking this icon will open a dialog box
Rollback - If there are any issues with the import, you can roll it back as if it didn't happen by clicking the rollback button. The dialog box also tells you if the dialler has already dialled any of the leads from the import. If it has, it won't roll back those leads in the import by default. You can roll those leads back by ticking the box, however, when you import the leads again, the dialler will allocate them a different lead ID, effectively treating them as a different or new lead and it will call them.
As you cannot rollback a list that is currently being dialled , This button will remove the list from a running campaigns so that records can then be rolled back.
Both the Settings and Mapping Tabs show how the original import was setup and what options were selected during the import process, such as; which fields from the initial data file where mapped into the secondary table. |
Viewing rejected leads
When a list has any rejects showing, you can select the import in the table and click the ‘View Rejects’ button for more information. Clicking this will change the page to give you a table of rejected leads and the reason they were rejected.
Back to imports gives you the previous screen.
Import details will bring up the dialog box for the import as described above.
You also have the option to download the rejects as a .csv file.