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What do the messages in the Import Report email mean?

Knowledge Article Number 000005041
Description

What do the messages in the Import Report email mean?

Resolution

Below is a broad overview of some of the messages you may see in the e-mail confirmation you receive after completing an Account, Contact, Campaign, or Lead import.

Account and Contact Import (five scenarios)


Scenario #1:
Your import file contains 12 lines with 10 new contacts associated to existing accounts, one account with updated information, and one duplicate item with contact and account information.

Result:
10 new contacts are created
1 existing account is updated

NOTE: The duplicate item is not reflected in the e-mail.  You may use reports or list views to compare the imported data against your file to identify which items may have been excluded as a duplicate.


Scenario #2:
Your import file contains 12 contacts that are associated to existing accounts. 6 of the contacts have updated information, 3 are new contacts, and 3 are existing contacts with no changes.

Result:
3 new contacts are created
6 existing contacts are updated

NOTE: The 3 contacts with no changes are not reflected in the e-mail.


Scenario #3:
Your import file has 12 lines with 2 new contacts associated to 2 new accounts, 2 existing accounts with updated information and no associated contacts, 4 existing contacts with updated information, and 4 existing contacts with no changes.

Result:
2 new accounts are created
2 existing accounts are updated
2 new contacts are created
4 existing contacts are updated

NOTE: The 4 existing contacts with no changes are not reflected in the e-mail.


Scenario #4:
Your import file has 11 lines with 1 existing account with a change of address and 10 existing contacts with no changes.

Result:
1 existing account was updated

NOTE: The 10 existing contacts with no changes are not reflected in the e-mail.


Scenario #5:
Your import file has 12 lines containing account and contact information that already exists.

Result:
Alert: All information in the import file was already in salesforce.com.


Lead Import (one scenario)

Scenario #1:
Your import file has 12 lines containing 10 new leads and 2 leads that already exist in salesforce.com.

Result:
10 new Leads were created and 2 leads were updated

Lead Upsert (one scenario)

Scenario #1:

Your Upsert has total of 48 Lines:
Leads created: 32
Leads not updated: 11
Leads updated: 5
Invalid or no-access lead ids: 0
Deleted lead ids: 0
Locked leads: 0
Converted lead ids: 0
Ignored leads because a converted status was specified: 0
Duplicates: 0
Violated uniqueness constraints: 0

The leads that were not Updated are Converted Leads and they will not update since they are now Accounts, Contacts, and potentially Opportunities.

Campaign Update or Member Import (2 scenarios)

Scenario #1:
Based on lead IDs

Your campaign member import file has 12 lines containing lead IDs. 6 are new leads for the campaign, 2 are leads with a change of campaign status, and 4 are leads that were converted and could not be added to the campaign.

Result:
A total of 12 Campaign records were imported --
6 were successfully inserted,
2 were successfully updated,
4 were already converted leads (and could not be updated),
0 were deleted leads (and were not updated),
0 were deleted contacts (and were not updated), and
0 were unknown entities (either leads or contact Ids that did not match in the system.)


Scenario #2:
Your campaign member update file for contacts has 12 contacts. 11 contacts have the correct contact IDs and one contact does not have an ID.

Result:
A total of 12 Campaign records were imported --
11 were successfully inserted,
0 were successfully updated,
0 were already converted leads (and could not be updated),
0 were deleted leads (and were not updated),
0 were deleted contacts (and were not updated), and
1 were unknown entities (either Leads or Contact Ids that did not match in the system)


Notes on Account and Contact Import

NOTE: When updating account information via an import, make sure that the "Overwrite existing account values" box is checked to ensure that existing account values are updated.

NOTE: The import report e-mail does not include accounts created as parent accounts or contacts created via the "Reports To" field.

NOTE: Salesforce.com processes the import file on a record-by-record basis (although not necessarily in the order of the original file). An account or contact listed multiple times in the import file could be reflected as an inserted record and an updated record, or subsequent instances in the import file may turn out to be duplicates that have no new information so they will not recorded in the import report e-mail.

NOTE: In your import file, an account could be listed as a parent account and as a main account name. If the line with the parent account happens to be encountered first, it will be created, but not added to the totals. When the import process encounters the line with the main account name, that account name will be counted as an update if it has any new fields, or it will be ignored if it has no new information.


Notes on Campaign Import

NOTE: When doing an import of New Leads to a Campaign if a lead is listed more than once in the import file the E-mail notification will not reflect the duplicate lead or leads - they will be ignored.
Thus: if an import of 11 leads is done but 5 are duplicates in your Import file you will get an e-mail such as below that will not mention the duplicate leads in your CSV at all.  You may use reports or list views to compare the imported data against your file to identify which items may have been excluded as a duplicate.

Result:
A total of 11 Campaign records were imported --
6 were successfully inserted,
0 were successfully updated,
0 were already converted leads (and could not be updated),
0 were deleted leads (and were not updated),
0 were deleted contacts (and were not updated), and
0 were unknown entities (either Leads or Contact Ids that didn't match in the system





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