How do I review and correct import errors? (Step 4) - New Import

(Apricot Administrators)

This is the last of four steps to import records from a CSV file. Apricot checks every row before any records are created, and you fix any problems right here.

Step 1 - Read the banner:

Red banner — “Action required: validation errors found.” Fix or skip the errors below to continue.

Green banner — “Validation passed — ready to import.”

The stats row shows Rows Processed, Rows with Errors, Valid Rows, and Rows Skipped.

Step 2 - If there are errors, go to the Data validation errors section.

The filter tabs at the top group errors by field (for example, “Race (3)”). Each error shows the row number, the failing field, the invalid value, and the error message.

Step 3 - Choose one option for each error row:

• Correct the row: pick a valid value from the dropdown on the failing field, then select Validate. If it passes, the row moves to Valid Rows.
• Correct the whole field at once: select the pencil icon on the field’s filter tab. Use Fix invalid choices to map each wrong value to a valid option, or Find and replace to swap text in that column. Then select Apply.
• Import as Draft: imports the row with the invalid field left blank. The record is created as a draft you can finish later. Only available if the form allows draft records.
• Skip: leaves the row out of the import. A Download Skipped CSV button appears so you can save these rows for later.

Step 4 - Submit the import

When all errors are fixed, drafted, or skipped, check the Results section. It shows how many rows will be imported and the program assignment (if any).

Select Import X rows. The button shows the exact number of rows that will be imported.

buttons on this screen: Validate all (re-check all error rows), Download Errors CSV, Start over, and Back.

Step 5 - Track your import

After you submit, Apricot runs the import in the background. You can leave the page.

• Select Check progress (or Check again) to refresh the status.
• When it finishes, a green banner says “Import complete,” and the stats show Rows Imported.
• On the Imports home page, each session in Recent Imports shows a status: Completed, Check Status, or Review (rows still need attention).

How do I fix validation errors in an Apricot import | What does Import as Draft mean in Apricot | How do I skip rows in an Apricot import | How do I fix invalid choices in bulk in Apricot import | How do I check the status of an import in Apricot