Run and Review Imports in Import Center

Overview

Use this guide to upload CSV data, map columns, validate rows, commit imports, and review job history. The Import Center starts at /Import/Index; each import type opens the wizard at /Import/Wizard?type=....

Prerequisites

• Admin access to Import Center.
• Import create permission to validate and commit imports.
• Import read or audit permission to review recent and historical jobs.
• A CSV file for the selected import type, prepared from the current template or field list.
• For fees, assets, and payments, confirm related students, account codes, items, and payment references exist before running the import.

Step-by-step procedure

1. Open Admin in the top menu, then select Import Center (/Import/Index).
2. Choose an import type card, such as Students, Fees, Payments, Sections, Staff Member Roster, assets, staff, or enrollment.
3. Select Start an Import to open Import Wizard (/Import/Wizard?type=...).
4. In Step 1: Upload Your File, drag and drop a CSV file or browse for it.
5. Continue to Step 2: Map Columns.
6. Map required fields marked with *; review optional fields before leaving them blank.
7. Continue to Step 3: Review & Commit.
8. Review To Create, To Update, To Skip, Errors, and any Validation Errors Found section.
9. For student or enrollment imports, review Import Mode carefully.
10. Select Commit Changes to run the import.
11. To review previous jobs, select View History (/Import/History).
12. Use Search, Import type, and Status to find the job.
13. Open the job and review Import Job Details (/Import/JobDetails), including Completed, Partial, Failed, or Processing status.
14. Select Download error report when an error report is available.

Variations / branching flows

• Students: use Roster Refresh for a full roster sync where students missing from the CSV may be marked inactive. Use Delta Import for partial updates where missing students should remain unchanged.
• Fees: validate student numbers, amounts, descriptions, and account code values before committing.
• Payments: verify payment references, amounts, and student matching before committing.
• Sections: verify section identifiers and active status values.
• Staff Member Roster: confirm staff and section records already exist before importing roster assignments.
• Job review: use Import History when the request is to audit prior imports instead of starting a new one.

Expected outcomes

• The wizard validates the uploaded CSV and displays row-level create, update, skip, and error counts before commit.
• Successful jobs appear as Completed in recent jobs and history.
• Jobs with mixed results appear as Partial and include an error report when available.
• Failed jobs appear as Failed with processing details that can be used to correct the source CSV.

Troubleshooting / edge cases

• If Validation Errors Found appears, correct the CSV and validate again before selecting Commit Changes.
• If the wrong import type was selected, return to /Import/Index and start the wizard from the correct card.
• If a job remains Processing, wait briefly and reopen Import Job Details from history.
• If an error report is unavailable, use the processing log and row-level validation messages shown in the job details page.
• For account-code failures, verify the code exists in the correct Code Set and is not duplicated.

Related processes

• Bulk Import Scripts Runbook
• Bulk Import Prerequisites
• Manage Account Codes