Processing CSV Imported Records

CSV records imported using the Import Assistant must be processed for them to be included in the SaaS Metrics dashboard computations.

Prerequisites for Processing CSV Imported Records

Import all related records first before processing them. This ensures that all related records are processed as related to each other and that the dashboard data is accurate for the imported records.

Before importing CSV records, you must first set the following preferences:

Preference	Steps
Run Server SuiteScript and Trigger Workflows	Go to Setup > Import/Export > CSV Import Preferences. Check the Run Server SuiteScript and Trigger Workflows box. Click Save.
SaaS Metrics Primary Record	Go to Reports > SaaS Metrics > Dashboard. On the left pane, click Preferences. In the Primary Record field, select CSV Import. Click Save.

Preference

Steps

Run Server SuiteScript and Trigger Workflows

SaaS Metrics Primary Record

Go to Reports > SaaS Metrics > Dashboard.
On the left pane, click Process CSV Import.

The Process CSV Import page is only accessible if the Primary Record field on the SuiteApp's Preferences page is set to CSV Import.
In the Process Imported Contracts section, click Process CSV Import.

This action processes the imported records and includes them in the SaaS Metrics dashboard computations.

Note:
You cannot click the Process CSV Import button when the SuiteApp is still processing records.
To know the processing status of the imported records, click Refresh Processing Status.