Skip to main content
The Imports page is where you bring large volumes of data into UMS at once. You can upload CSV files manually through the Bulk Import Wizard, or send them in by email to trigger automatic imports. Every import is validated against a template before the data is committed, so you can catch and fix errors before they reach your records. For a step-by-step walkthrough of running an import, see the Bulk Importing Data guide. This page explains what the Imports page is, where it lives, and what each import status means.
UMS Imports page

​
Where Imports lives

Imports is a settings-area page at /imports, not part of the main sidebar. Open it from your avatar menu in the top-right corner by selecting Bulk Imports. The page is permission-gated — it requires administrator access, and the menu item is disabled for non-admin users.

​
The Imports page

The page lists your previous upload tasks in a data grid, sorted with the most recent first. Each row covers one uploaded file: Use the + button in the top-right to open the Bulk Import Wizard, and the settings (gear) icon to open Email Import Settings, where you configure importing data by email.

​
Import status lifecycle

As UMS processes a file, its Status moves through these states: Processing runs in the background. The wizard shows live per-file progress while you watch, and the grid keeps the latest status once you leave.

​
Reviewing results and errors

Each row in the grid has a menu for reviewing the outcome:
  • Download — Retrieve the original file you uploaded.
  • Exceptions — Download a CSV of the rows that failed, each with its error type and message.
  • Result Data — Download a CSV showing the per-row outcome (SUCCESS or FAILED, with a failure reason) for the whole file.
  • Refresh — Re-check the status of an in-progress task.
Invalid rows are reported rather than silently dropped. Use the Exceptions report to see exactly which rows were rejected and why, fix them, then re-import just those rows.
Ready to import? Follow the Bulk Importing Data guide for the full wizard walkthrough, including choosing a template, downloading a sample CSV, and uploading your data.