The Customer Import - Execute page is used to execute (run) and review customer imports. These imports utilize the definitions created on the Customer Import - Design page. An import history is provided for each import definition along with import details and import error details.



-> Go To: Eligibility Management > ELIGIBILITY > Importing > Customer Import - Execute


Execute a Customer Import Definition

1. Select an Import Definition from the list window.


2. Verify the Import From File is the correct import file and the Last Modified date/time information is current to ensure you are importing the correct data:
If the import file is not correct, you will need to edit your import definition and upload the correct import file before executing it. Use the Related Link at the bottom left of the page to go to Customer Import - Design to edit your definition.


3. Click Import to execute your import definition and open the Import Options window:
The Import Options window provides the opportunity to preview your results prior to committing them. It is highly recommend that you always preview import results first to ensure the results meet expectations.


4. Click Continue to continue with your import or Cancel to cancel.


The Import Preview Loading message indicates the expected wait time for the preview to load:
You may wait for the preview to finish loading or close the page and come back later. The Home page will provide a notification and link back to the preview once it is ready for review.


The Import Preview provides a quick overview of the changes your import will make to MealTime and displays the number of customer records that were added, updated, inactivated, rejected, ignored and not changed:
Add- Customer records that will be created due to the import.
Update- Customer records that will be updated with changes due to the import.
Inactivate- Customer records within MealTime that will be inactivated due to the import.
Reject- Customer records that will be rejected due to missing data or errors in the import file.
Ignore- Customer records that contain data that has been designated Ignore in the definition.
No Change- Customer records with no changes made to them due to the import.


To better see how your import will affect specific customer records, click View Pending Changes to download the preview file to open in your preferred spreadsheet program. 


5. When you are ready to commit the import, click Accept Import. To cancel the import click Cancel.


Once the import process is complete, you'll see an update in the History section displaying the Date Imported, Imported By user and Status of the import along with the preview data:
The last 5 imports are displayed by default. Click the RANGE dropdown menu to access a larger range of imports.


Additionally, Import Details and Import Error Details are provided below the History:
Import Details provides access to download the Input File (this is the file used in the import definition), the Results File displaying the results of the import and the Settings File, which lists all settings used in the import definition. Click Download below the file you want to access to download it as a CSV file. 


Import Error Details provides a comprehensive breakdown of every error that occurred during the import. If your import is successful and no errors occurred, as in the above example, this area will be blank. When errors do occur they will be displayed from top to bottom starting with the first row in the import file:


The Record # column references the row in the import file that contains the error. 


The Error Description column provides details about the error itself.


The Erroneous Value column displays the value that caused the error. 


The Result column displays the action taken by MealTime due to the error. 


Most errors will result in a Column Rejection, where the value in the column with the error was rejected while the rest of the data in the row was imported. Occasionally, with really bad errors, a Record Rejection will occur where nothing in that row will be imported.