Using IM Work Edit

IM Work Edit lets you review records staged by IM Import before they are added or updated in the live database.

Before you start

• IM Import has completed for the file and import ID.
• Keep IM Import open until upload finishes in case you need to rerun the import.

Steps

1. Open IM Work Edit after the import completes.
2. Check for a header row that was imported by mistake; delete it if present.
3. Go to the last record and delete any blank rows from the end of the file.
4. Confirm columns align with the intended Vista fields and required values are present.
5. Spot-check records for unexpected or missing values.
6. If you find an issue, correct the source file or IAM Template, then re-import.
7. When the staged records look correct, continue to IM Upload.

Notes

• Header rows and trailing blank rows can cause upload errors.
• One correct row does not prove the whole file is correct—check enough records to trust the mapping.