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.
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:
| Column | Description |
|---|
| Type | The template the file was imported against |
| Upload Filename | The original file name |
| Email Record | The source email, when the file arrived by email |
| Status | The current processing state (see below) |
| Date Started | When processing began |
| Date Ended | When processing finished |
| User Added | The user who started the import |
| Success Count | Rows imported successfully |
| Error Count | Rows that failed |
Import status lifecycle
As UMS processes a file, its Status moves through these states:
| Status | Meaning |
|---|
Pending | Queued, waiting for processing to start |
Validating | Checking the file’s columns and rows against the template |
Processing | Importing rows in the background |
Completed | Every row imported successfully |
Partial Success | Some rows imported and some failed — review the exceptions |
Failed | The import failed and no rows were committed |
Validation Failed | The file did not pass validation, so it was not imported |
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. 
