Animal Imports

If this is an option for your Breed Society / Assocation and membership type: To upload an import file, go to Actions | Imports

1. From either the To Do or Completed tabs you can upload a file by first clicking the "Browse" button.

2. Find and select the file you want to upload.

3. Once you have found the file either double-click the file name, or select the file and click "Open".  This will then show up next to "Browse" as shown below.

4. Next step is to click on "Import File" and once it has been imported the screen will show all the animals contained in the file.

5. Here you will need to resolve any warnings / errors that have appeared. To view errors or warnings associated with an animal, click on its row in the Animal Imports List. You will then see any issues with the data provided that should be corrected, or overridden in order to process the import.

6. Update the animal import record by clicking on the animal row, editing the relevant field(s) and the click "Save Changes To This Record" button to store the changes.

7. Click "Verify Import" to validate all the import animal records.  Error and Warning count will be displayed as well as a message if there are any validation errors.

Note: Individual import records with warnings can be overridden, and records with errors can be ignored.

8. Once the import has been successfully verified, click the "Post Import" button to process it.

9. Completed imports will be displayed in the Completed tab from the Imports page.

Note:  If the "Post Import" part is not done, then the file will remain in the To Do tab.

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