Review the import preview and relationship graph
Before any data is committed, MapleGather shows you a preview of what the import will do with your file. This guide explains how to read that preview and what to check. The preview doesn’t show a relationship graph yet — household and corporate relationships aren’t previewed.
Who can do this: Admins with the import permission.
Before you start
Section titled “Before you start”- 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.
- On the Preview import screen, review the four stat tiles at the top: Total rows, To create, To update, and Errors. These show what MapleGather plans to do with the rows in your file.
- If some rows need a look, a Needs attention band says “N rows need a look at before committing.” The preview doesn’t list individual rows, so use the warnings below the band to see which rows they are.
- If your organization has membership turned off, an alert says Membership is disabled for this org — imported members won’t be assigned a membership level. There’s no option to change this from the preview.
- If rows carry membership data that needs attention, a Membership data in these rows warning lists them by row number. For a row with a membership level but no renewal date, it tells you the expiry it will get from the level’s renewal cycle, counted from the join date (or from the day you import, if the row has no join date either) — and whether that date has already passed, so the member would import as lapsed. Fill in the renewal date in your file, or, if that level’s memberships never expire, set the level to One-time (or Lifetime) in Membership levels and preview again.
- If two columns are mapped to the same field, a Duplicate column mapping error appears with the question “Which column maps to …?”. Select the Keep button named for the column that should keep the field (for example, Keep Email) — the other column becomes unmapped. Confirm import stays disabled until every duplicate is resolved.
- Review any Invalid email address warnings — each describes an email value in your file that isn’t a valid address.
- When you’re satisfied with the preview, select Confirm import at the bottom of the page (for a Wild Apricot import, it’s at the top).
Verify
Section titled “Verify”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. Rows with a warning still import and are counted as rows to create — Confirm import is disabled only when nothing in the file would be created or updated, or while a duplicate column mapping is unresolved. Selecting Confirm import opens the Commit import dialog.
If something goes wrong
Section titled “If something goes wrong”- The preview looks wrong because of the mapping — the preview has no way back to the mapping step. Don’t commit: start a New import from Migration with the same file and map the columns again.
- The Errors tile shows many rows — the preview doesn’t list them. Commit if the rest is right, then download the error report from the import summary to get the full list. See Your import has errors or skipped rows.