View the Status of a Company or User Excel Import

View the status of the most recent company or user import to see whether the import is completed successfully or completed with errors. The status includes import counts for companies and users when the import file includes data for those worksheets.

If the import completed with errors, you can download an Excel error report to review the rows that weren’t imported.

To view the import status:

  1. From the Main Menu, select Global Admin.
  2. Select Companies or Users from the list.
  3. On the page, select the Actions menu, and then select Import Status. If no companies or users have been imported, a notification displays.
  4. In the Import Status dialog box, review the import status.

    The status can show that the import completed successfully, or completed with errors. If the import included companies, the status includes the number of companies that were imported and the number of companies that weren’t imported. If the import included users, the status includes the number of users that were imported and the number of users that weren’t imported.

  5. If the import completed with errors, select Download Error Report.

    The error report is an Excel file based on the imported workbook. The report includes an Import Status column that identifies the error for each row that wasn’t imported.