> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Imports

> Bulk-import accounts, sites, connections, tariffs, meter reads, and more into UMS from CSV files or email, then monitor and review each upload task.

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](/guides/bulk-importing-data) guide. This page explains what the Imports page is, where it lives, and what each import status means.

<Frame>
  <img src="https://mintcdn.com/utilified/qOMRo6rjWpfR9VWJ/images/imports/imports-page.png?fit=max&auto=format&n=qOMRo6rjWpfR9VWJ&q=85&s=0a6ae9d9d3cf355d5c8a3b00839a3f89" alt="UMS Imports page" width="1440" height="900" data-path="images/imports/imports-page.png" />
</Frame>

## 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                                 |

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:

| 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   |

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.

<Note>
  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.
</Note>

<Tip>
  Ready to import? Follow the [Bulk Importing Data](/guides/bulk-importing-data) guide for the full wizard walkthrough, including choosing a template, downloading a sample CSV, and uploading your data.
</Tip>
