Overview of the Imports Page
The Imports page includes the following key components:
1. Imports Table
The Imports Table displays all imported files across your organization. Each file includes key details to help you track and manage imports efficiently.
File Details
Each file in the table includes the following fields:
Status: The current processing status of the file.
File Name: The name of the imported CSV file.
Imported Date: The date the file was first imported.
Created By: The user who imported the file.
Actions: Depending on the file status, you can:
View the matching summary
Retry the import
Remove the error file from the list
The Imports Table can be sorted by clicking on any of the column headers to quickly find the desired file.
File Expiration
All imported files have a default expiration date of 1 year from the date of import.
File Statuses
Each imported file will have one of the following statuses:
1. In Progress
When a new file is imported, it will appear in the Imports Table with the status "In Progress." This indicates that Charm is processing the URLs found in the file to match them with brands in the database.
These files will be listed in the Source dropdown on the Prospector page ([link to product to be added]) with a loading icon, indicating that they are not yet ready for use.
2. Completed
Once processing is complete, the file status updates to "Completed." Files in this state are available in the Source dropdown on the Prospector page for further review, filtering, and download.
Reviewing Import Summaries
Click the Import Summary icon under the "More" column to view a breakdown of the URLs, categorized into:
Matched Brands: URLs successfully matched to a brand in Charm.
No Match: URLs processed but no matching brand found.
Duplicate: URLs that were duplicated within the CSV file.
Invalid: URLs that are invalid or do not direct to an operating website.
To access more details, click the Download Full Report button at the bottom of the summary. This report includes all imported URLs and their corresponding matching results.
3. Error
If a file cannot be processed, it will display an "Error" status. Files in this state will not be available in the Source dropdown on the Prospector page.
You will have the following options:
Retry processing the file.
Remove the file from the Imports Table.
Managing Imports
To ensure an efficient import process:
Regularly check the Imports Table for status updates.
Utilize sorting and filtering to locate specific files quickly.
Review error files and take appropriate actions such as retrying the import.
For further assistance, contact our support team.