CRM-2926 Clarify "Import Summary" (currently backward & vague)

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 2.0
    • Fix Version/s: 2.2.0
    • Component/s: Core CiviCRM
    • Labels:
      None

      Description

      See attached screenshot.

      Import summary reports on "Total Rows" which is actually the number of contacts imported, and "Records Imported" which is actuall the total Rows form the Import file.

      The two numbers can be different when a row generates multiple contacts, e.g., by including an 'Employer' which is mapped to an Organization Name.

      I propose these alternate labels & descriptions:

      Total Contacts (Total Number of CiviCRM Records created or modified by data in uploaded file.)
      Rows Imported (Total Rows in uploaded file which successfully created or modified one or more CiviCRM records.)

        Attachments

        1. import_summary_changes.jpg
          42 kB
          David Greenberg
        2. peeps.csv
          0.2 kB
          Piotr Szotkowski
        3. Screenshot-Contacts | - Mozilla Firefox.png
          158 kB
          Matt Chapman

          Activity

          [CRM-2926] Clarify "Import Summary" (currently backward & vague)
          David Greenberg added a comment -

          I've done the following, based on my observations of behavior in the trunk codebase:
          1. I've left the "Total Rows" label and modified the 2nd column text slightly to "Total number of rows in the uploaded file." I've made this change in both the Preview (step 3) and Summary (step 4) screens. This number should always be a simple count of the number of data rows in the csv file.

          2. I've changed "Records Imported" to "Total Contacts" as suggested with this text in column 2:
          "Total number of contact records created or modified during the import."

          This count should include records created by importing "related contact info" such as spouse or employer, as well as records updated via duplicate matching detection.

          Screen shot showing the new text is attached. I think the existing "order" of the report is reasonable (input then output).

          NOTE: I've found that the actual values returned for both these are currently incorrect in trunk and have filed a separate issue to fix these as well as inconsistencies in the behavior of the "add to group" vs. "tag the contacts" features.

          http://issues.civicrm.org/jira/browse/CRM-3123

          David Greenberg added a comment -

          I did the re-work on this - so best if someone else verifies that things are ok and make sense.

          Ken Lyle added a comment -

          I don't know...it still seems unclear to me in 2.1

          See http://forum.civicrm.org/index.php/topic,5113.msg22616.html#msg22616

          I import one record, one Individual, and I get, with no explanation something about 2 records being modified...

          Piotr Szotkowski added a comment -

          When verifying this with the attached file and with setting the last column to Employee of - Organization Name, it looks like the new import counts are representing only the new individuals; I don't see any counts on the three newly created organisations (although they do get created properly).

          Piotr Szotkowski added a comment -

          Contacts with related organisations.

          Kiran Jagtap added a comment -

          Tested and Confirmed with the attached file at r19004
          working fine for Contacts with related organisations.

          Kurund Jalmi added a comment -

          Batch move to verification

          Yashodha Chaku added a comment -

          assigning for 3.0 QA

          Sushant Paste added a comment -

          Tested & verified in r23349.

            People

            • Assignee:
              Sushant Paste
              Reporter:
              Matt Chapman

              Dates

              • Created:
                Updated:
                Resolved: