Using the Import Profile

An Import Profile is created whenever data is imported via the Import Wizard. It allows staff to:

• see the progress of an import and whether it was successful,

• set the import as a template, for future use,

• access the spreadsheet file originally used in the import,

• see a list of the records and types of data that were added or updated,

• see detailed messaging on any errors that occurred during the import.

Once an import is complete, the Import Profile > Overview tab updates to display the status "Processed," as well as the import date, started time, and finished time.

The spreadsheet file originally used is accessible under the Details tab > Files/Worksheets. A list of all records and data points updated is available under the Records tab.