Import Batch Status Page

The Batch Import page provides detailed reporting and controls for every import into your database. From this page, you can monitor progress, review processing results, download reports, and investigate any issues that occurred during import.

Accessing the Batch Import Page

To view details about any import batch:

1. Navigate to Data > Imports
2. Click on the batch name of any completed or in-progress batch

Batch Page Header Controls

The batch name is prominently displayed in the upper left corner of the page. From the header, you can:

1. View Documents: Click the View Documents button to open a new tab showing all documents from this batch in your Review or Document section

2. Download Reports: Access comprehensive import documentation directly from the batch page:

   

   1. Full import report: Download a complete summary of what occurred during this import
   2. Field mapping report: For processed/produced data imports using the load file mapper, download the field mapping report showing how source fields were mapped to Nextpoint fields
3. Navigate between batches: Use the navigation arrows to move directly to previous or subsequent imports without returning to the Imports tab
4. Cancel or Delete an Import Batch: Click the three-dot menu icon in the upper right corner to access additional actions:
   
    
   1. Cancel import: Stop an in-progress import if you need to re-prioritize or correct an error
   2. Delete import: Remove the batch from your Imports page (only available after all documents from the batch have been trashed from your database)

Import Status and Processing Summary

Status Indicator

The status section clearly shows whether your import is in progress or complete. Completed imports display a green checkmark. If any issues occurred during import, a prominent yellow warning section appears indicating the import is complete but requires investigation.

Processing Summary Table

A comprehensive table provides real-time visibility into your import progress:

1. Processed: Total number of files identified and evaluated from your source data (excludes files filtered by DeNIST settings)
2. Deduplicated: Files removed as duplicates, either within this batch or against existing database content
3. Files with Errors: Files with errors requiring attention (see Flags table below for details)
4. Added: Unique documents successfully imported to your database

Formula: Processed - Deduplicated = Added

Production Import Details

For produced data imports, the batch page includes additional reporting sections to ensure complete accountability.

Production Summary

This section provides a detailed comparison of what was expected from your load file versus what was successfully processed:

1. Documents included: Total documents referenced in the load file
2. Fully imaged documents: Documents where all pages called for in the load file were found and processed (Processed vs. Expected)
3. Text files: Extracted text files found and processed (Processed vs. Expected)
4. Native files: Original source files processed (Processed vs. Expected)

This comparison makes it immediately clear if any files are missing from your produced data, allowing you to quickly identify and rectify gaps.

Family Linking

For produced data imports, you can initiate family linking directly from the batch page. For more details, see Linking Email Families in Produced Data Imports.

Content Summary and Analytics

Content Summary Chart

A dynamic, interactive chart displays the top file types included in your import. These charts function similarly to the Analytics tab in Discovery databases:

• Click on any file type segment to view those specific documents
• Quickly understand the composition of your imported data
• Identify unexpected file types that may require review

Database Comparison

If duplicates were identified during this import, a bar chart displays:

• How many documents in this batch were unique
• How many documents were identified as duplicates of existing database content
• The total number of documents

Import Settings

The Settings section provides a comprehensive summary of how this import was configured:

• Batch name: Click the pencil icon to edit the batch name.
• Batch ID: Unique identifier assigned to the import batch.
• Import type: The method used to import this data.
• Imported by: User who initiated the import.
• Initiated date/time: When the import was started.
• Completion date/time: When processing finished.
• DeNIST settings: How system files were handled.
• Deduplication settings: How duplicates were identified.
• Custodians: Custodians applied to imported documents.
• Folders: Destination folders selected during import.
• File Room Paths: Source File Room locations used.
• Load Files: Load files included in the import.

Flags Table

The Flags table provides detailed information about any errors or warnings that occurred during import processing.

Flag Categories

Flags are organized by severity and grouped into clickable categories:

• Errors: Critical issues requiring action (e.g., password-protected files, corrupt files)
  
• Info: Informational notices requiring no action (e.g., deduplicated files)

• 

• Warnings: Non-critical issues recommended for review (e.g., truncated metadata, extraction issues)
  

Investigating Flagged Files

The Flags table makes troubleshooting significantly easier:

• Click on any flag category pill to filter the table
• Review the description of each flagged file
• Click the Nextpoint ID (NPID) in the leftmost column to navigate directly to that document
• Take corrective action as needed (add password, replace file, add placeholder, etc.)

This direct link from the flag to the actual document eliminates the need to manually search for problematic files.

Common Import Warnings and Solutions

For detailed information about specific import warnings and recommended solutions, see our Common Import Warnings support article or contact support@nextpoint.com for assistance.