Symbol Key & Meanings
Below is a detailed breakdown of each symbol you may see during bulk project creation and what action (if any) is required.
✅ Matches Existing Contact
Truss has successfully matched this record to an existing contact
No action is required
Projects will be created under the correct existing contact
Best practice:
Quickly spot-check names or emails if you are bulk creating for a large group
➕ Will Create New Contact (Possible Duplicate)
Truss does not find an exact match and will create a new contact
This may result in a duplicate if the client already exists with slightly different information (name, email, formatting, etc.)
Recommended action:
Review these entries carefully before proceeding
If the client already exists, update or correct the information to ensure a match
⚠️ Missing Email
The contact does not currently have an email address
Projects can still be created, but client communication and portal access may be limited
Important notes:
Clients without emails cannot receive automated notifications
Portal access requires a valid email address
Recommended action:
Add an email address if client communication or portal access is required
🚫 Contains Invalid Information
One or more required fields contain invalid or improperly formatted data
Examples include:
Invalid email format
Missing required fields
Unsupported characters
Required action:
Correct the invalid information before continuing
Projects may fail to create if this is not resolved
❓ No Contact of This Type Extracted
Truss was unable to identify the expected contact type
This commonly occurs when:
Required fields are missing
The data structure does not match expectations
Recommended action:
Review the source data
Confirm that required contact fields are populated correctly
⏳ Project Still Processing, No Contact Yet
The project creation process has started, but the contact has not been fully created yet
This status is temporary
What to expect:
The contact and project will appear once processing is complete
Refresh or check back shortly
Important Notes & Best Practices
Always review symbol indicators before proceeding
Resolve warnings and errors to avoid duplicate contacts or missing client access
Pay special attention to entries marked as possible duplicates or invalid
Keeping contact data clean improves reporting, communication, and automation reliability
Need Help?
If you have questions about these symbols or need help correcting contact data, reach out to Truss Support through chat, and we’ll be happy to help.