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Review the import preview and relationship graph

Before any data is committed, MapleGather shows you a preview of exactly what will happen to each row in your file. This guide explains how to read that preview and what to check — especially for households, corporate members, and tag assignments.

Who can do this: Admins with the import permission.

Before you start

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  • You should have already uploaded your file and confirmed the column mappings. The preview screen opens automatically after you select Confirm mappings →. See Upload and map your import file.

Steps

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  1. On the Preview import screen, review the four stat tiles at the top: Create, Update, Skip — duplicate, and Skip — error. These show what MapleGather plans to do with each row.
  2. Look for the yellow warning band that says “N things to check before you import.” Select it to filter the table to rows that need your attention. This is the most important thing to review — don’t skip it.
  3. Review any rows with a Formula cell warning chip. MapleGather will import the displayed value of those cells, not the formula. Select the chip to see exactly what’s in the cell and decide whether that’s OK.
  4. If the warning band mentions membership-disabled rows, read the alert below it. Select Allow all, Allow row-by-row, or Keep skipped depending on whether you want those memberships to import.
  5. Review any rows tagged Skip — duplicate in the row-action column. MapleGather creates the first occurrence of a duplicated email and skips the rest.
  6. Scroll down to the Relationships in this file tile. Check the counts for household groups, corporate orgs, and tag assignments.
  7. Select Spot-check 3 sample structures to expand examples of how household or corporate relationships will be resolved. This is the best way to catch orphan links before committing.
  8. If you see an orphan-link warning (“N rows reference a household primary that’s not in this file”), you can check the checkbox to create a stub primary for each orphan link, or go back and fix your source file so every linked row has a matching primary.
  9. When you’re satisfied with the preview, select Confirm import → at the bottom of the page.

Verify

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You’ll know the preview is correct when the needs-attention band is clear (or you’ve reviewed and addressed each item) and the stat tiles show the counts you expect. Selecting Confirm import → moves you to the commit step.

If something goes wrong

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  • The preview looks wrong after you changed the mapping — Go back with ← Fix mapping and adjust. The preview updates automatically when you re-confirm mappings.
  • Many rows show “Skip — error” — Select the Errors filter tab to see just those rows, then download the error report after the import to get the full list. See Your import has errors or skipped rows.
  • A household has 50+ linked members — MapleGather shows a warning. Select Allow if the large household is correct.
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