Import Center Dashboard

The Import Center dashboard is used for uploading new batches, as well as tracking the status of batches that have been uploaded. It is accessed from the Import Center tab in the Settings section.

If your role does not provide access to the Settings section, but does provide permission for imports, you will need to access the Import Center via the “Account Access” link in top navigation, or the links located on the manage payments, manage recurring payments, manage customers, and manage list items screens, as shown below:

Each section of the Import Center dashboard is described below:

• Import File Upload
  This section of the dashboard is used for importing a new batch file into ReceivablesPro for processing. (See How to Import Batches below for instructions on how to upload batch files.)

  

     

• Imports Queued for Processing
  This section of the dashboard contains imported files that ReceivablesPro has not yet processed. In most cases, your file will be addressed immediately, and this section will indicate that there are no queued files. However, if you happen to upload a file at a busy time, the file will sit in the queue until it can be processed. If your import appears in this section, come back later to check on its progress.

  

   

• Imports Needing Attention
  This section is used to record import files in which some or all of the rows were not processed successfully.
  
  Imports are listed from newest-to-oldest, 5 rows at a time. Click the “Next” link at the bottom of the table to navigate through the list.
  
  The first column provides the Name of your import and the second Date uploaded column provides the date and time of the file upload. The Processed rows column indicates the number of successful rows processed and the total number of rows in the file. For example, in the first row of the following screen capture, 1 out of 7 rows were successful.
  
  To see an error report of rows that were not processed and why, click the “View Errors” link. (See Troubleshooting Import Batch Errors below for more information on understanding row errors and how to correct them.)
  
  

  

   

• Processing Imports
  This section of the dashboard displays the import file that ReceivablesPro is currently processing. Typically, import files are processed so quickly that they will appear in this section for only a few seconds. Large files may take longer to process. So if your file sits in this section, come back later to check on its progress.

  

   

• Completed Imports
  This section of the dashboard displays all completely successful imports (those in which all of the rows were successfully processed).
   
  Imports are listed from newest-to-oldest, 5 rows at a time. If there are more than 5 imports, click the “Next” link at the bottom of the table to navigate through the list.
  
  The first column provides the import Name, the second Date uploaded column provides the date and time the import was uploaded, and the last Processed rows column shows how many rows there were in the file. 

  

    

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