Entity import status
The Import history table displays the status of each import file to indicate what phase the import has reached in the entity creation process.
The table lists one of the following statuses for each import:
Pending: The import is waiting to be processed or is waiting for an in-progress import to complete before being processed. Only one import can be in progress at one time.
In progress: The import is being processed. It can take up to several hours to fully process an import file and create entities. Refresh the page to view an updated number of entities already processed.
Fail: The import file couldn't be processed. The table displays the error that occurred during the file upload step. Common errors include uploading an unsupported file type or if your CSV file contains formatting issues. Read more about how to Prepare your CSV file for importing multiple entities.
Complete: The import has been processed. The table displays the number of entities successfully created. If applicable, the table also displays the number of entities that weren't created due to issues in the entered data.
If errors have occurred, select Error report to view a table of entities that weren't created and the reasons for the errors.
Entity import error report
On the Entity import error report page, entities that weren't created are represented by their row numbers in the import file.
Only one error message appears on the report for each failed row, but there may be more than one error associated with that failed row. For example, if the error message shown for a failed row refers to missing data for one or more required fields, it's possible the row also contains other errors such as an incorrect data type for a custom field.
It is recommended that you check every field of a failed row for potential errors.
The possible entity creation errors are:
Error message | Description |
|---|---|
One or more required values are missing for this entity. | This row is missing mandatory information required to create the entity. For company entities, required values include the assessment alias, company’s country of incorporation, the company name, and the company number. For individual entities, required values include the assessment alias, the individual’s first and, if applicable, middle names, and the individual’s last name. |
The entity contains an assessment alias that doesn't exist in this institution. | The entered assessment alias doesn't match exactly with the assessment alias in your smart policy configuration. |
Custom field error(s) | Custom fields are used to capture information about an entity that can't be captured through native fields and are unique to your institution only. Values for custom fields must be in the format defined for each custom field when they were set up. For example, a date field must be in YYYY-MM-DD format. See Custom field content types for more examples. |
Native field error(s) | Native fields are standard entity fields common to all customers using the platform. Values for native fields must be in the format defined for each field. See Prepare your CSV file for importing multiple entities for descriptions and examples of formatting for each native field. |