Import jobs allow you to upload files and load data into the system. You can import customers, locations, meters, invoices, bank transactions, and contracts, among other things. Each import job tracks the entire processing flow, displays progress, and logs messages and errors.
You can find import tasks via:
Main navigation → Jobs → Import
Overview – What does the overview show?
An import job represents a single uploaded file and its processing. The list shows, among other things:
File name
Click to open details pageStatus
Current processing stage, such as saved, validating, processing, or completedConverted values
Total number of data values extracted from the fileProgress
Percentage indicating how far the current step has progressedSource
Origin of the importData provider
The configured import configurationFile format
For example CSV or XML, including import type
When a task is actively processing, a loading indicator appears next to the file name.
Layout
Detail page of an import task
The details page shows maps with:
Detailed information about the import
the current status and progress
tabs per entity type that was imported (in the example this is 'custom property')
a Messages section with informative notifications, warnings, and errors
For each entity type you see:
how many records were successfully processed
how many records contain errors
We explain each card in detail in a separate article.
Actions
Users with appropriate rights can:
create new import tasks by uploading files
manually validate import tasks
manually process import tasks
delete import tasks
download the original file after uploading
Not possible:
cancel a pending processing
restart a failed task without uploading a new file
We explain how to upload an import job in another article.
Behaviors & Logic
The import process
An import job goes through several phases:
Create and upload
After uploading, an import task will be created with status created.
Read and save
The system reads the file, extracts the data, and stores it temporarily. The status evolves from "reading" and "storing" to "stored."
Validation
Data is checked for errors and consistency. The status is validating and then validated or invalid for errors.
Processing
Validated data is saved permanently. The status becomes processing, then processed, and finally finished.
Post-processing
Optional additional steps may follow. The status will remain "finished" once everything is completed.
In case of errors, the status may be failed.
Progress calculation
Progress is calculated based on the active step:
Save
Processed files ÷ uploaded filesValidation
Validated values ÷ total number of valuesProcessing
Processed values ÷ validated valuesPost-processing
Actions performed ÷ actions requested
Automatic versus manual processing
When uploading you can choose between:
Automatic processing
Validation and processing start automaticallyManual processing
User initiates validation and processing via buttons
Available buttons depend on:
the type of import
the current status of the task
Situation | Behavior |
Progress 100% but not completed | Next step yet to start |
Status invalid | Validation errors were found |
Status failed | Processing failed |
No entity tabs | File contains no recognized data |
Many mistakes | Check source file and rules |
Long processing time | Large files or high system load |
Why is my import job taking so long?
Large files, complex validations, or high system loads can slow down processing.
Why does progress show 100% but the task is not finished?
The current step has been completed, but the next step has yet to start.
Can I stop an import job?
No, ongoing tasks cannot be canceled.
Why are some values invalid?
Common causes include missing required fields, incorrect formats, or missing references.
How can I recover from a failed import?
Please correct the source file and upload a new import job.
What happens to the uploaded file?
After successful processing, the file will be archived and will remain downloadable via the details page.
Why don't I see a process button?
The button only appears in specific statuses depending on the import type.
Import task
Registering a file and the complete import process.Status
Current stage of import processing.Progress
Percentage indicating the progress of the active step.Validation
Checking data for errors and compliance with regulations.Processing
Storing validated data in the system.Data provider
Configuration that determines how an import is handled.File format
Structure of the import file, such as CSV or XML.Entity type
Type of data being imported, such as customer or meter.Transferred values
Number of data values read from the file.Messages
Log messages that show information, warnings, and errors during the import.