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Step 4: Review Import Results

After running the import, check its status and verify that the new records were created correctly.

Steps:

  1. Monitor Status: Stay on the Imports page in Settings. Your import job will appear in the list with a status:
    • Queued: Waiting to be processed.
    • Processing: Actively creating records.
    • Successful: All rows processed without errors.
    • Failed: An error occurred, and no records were created (or only partial creation occurred, depending on settings).
    • Click the Refresh icon periodically.
  2. Review Failed Imports:
    • If the status is Failed, click the information icon next to the status.
    • Review the error message(s). Common errors include missing required fields, invalid data formats (e.g., wrong date format), or referencing related records (like Tax Rates) that don't exist in Zudello.
    • Correct the issues in your CSV file and re-upload (Step 2).
  3. Verify Successful Creation:
    • If the status is Successful, navigate to the relevant submodule (e.g., Inventory > Items).
    • Verify that the new records appear in the list.
    • Open a few of the newly created records and spot-check the data in the fields to ensure it matches your CSV file.
  4. Delete Import Job (Optional): Once verified, you can click the delete icon next to the import job in the list to keep it tidy. This does not delete the created records.

End of Tutorial

You have successfully imported new records into Zudello using a CSV file!

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