Reading the outcome badges

The summary shows the imported count, skipped count and final import status for the CSV job. Imported rows created or updated records successfully. Skipped rows were left out because they were unselected, matched the duplicate policy or could not produce a record for the selected import type.

Created record references

Each summary row can show the created record type and record number. The record type reflects the Fencify area created by the commit, such as suppliers, inventory products, leads, projects, quotes, invoices, project payments or expenses.

Use the created record reference to follow up inside the relevant Fencify area after the import, especially for financial or project records that need review before being used operationally.

Reviewing notes after import

The notes column can show row-level messages, including skipped row reasons. Review these notes before closing the import so you know which source rows still need manual attention.

After summary review

• Open a sample of created records and check key details.
• Repeat the import only when the source file or mapping needs another pass.
• Use Import history to return to the summary later.
• If the import came from onboarding, use the return option to continue setup.