Import Wizard
Commit an import
Commit selected rows only after the preview looks right and the duplicate policy matches how you want records handled.
Checks before commit
Review ready and warning rows before committing. Confirm that the selected rows, normalised data, duplicate policy and any inventory supplier option match the outcome you want.
Rows with errors are excluded from normal commit flow. Fix the file or mapping and preview again before trying to import those rows.
Commit selected rows
- Open the preview for the import job.
- Choose the duplicate policy.
- Select the rows that should be committed.
- For inventory imports, choose whether missing suppliers should be created from row data.
- Submit Commit Selected Rows.
- Review success, skipped and error counts on the summary page.
What Fencify can create
Depending on the import type, Fencify can create suppliers, inventory items, leads, projects, schedule-related lead or project dates, quotes with line items, invoices, project payments and project expenses. Some imports need existing matching records, such as invoice, payment and expense imports that require a matching project.
Commit result handling
Fencify processes selected rows individually. If one row fails, that row is marked with an error while other selected rows can continue. The import job is then marked imported when it completes without row errors, or failed when errors remain to review.