Fixing Import Rows

Overview

Plan Manager, Organisation, and Contact imports let an Admin edit rows on the review screen. Other import types require corrections in the source file and a new import.

Editing a Row

1. Open Settings > Imports and select the import.
2. In Import Results, open the row's three-dot menu and select Edit.
3. Review errors and warnings in Edit Row.
4. Correct the fields and select Save Row.

What the Panel Shows You

Errors prevent the row from being imported. Warnings ask you to check an outcome but do not block it. Saving keeps the entered changes even when other errors remain. Closing with unsaved changes asks whether to discard them.

After You Save

A row that passes changes to Ready to Import or Ready to Update. A row that still fails remains open with its remaining errors. Editing a ready row can make it fail; Astalty then unticks it automatically.

When a Row Can Be Edited

The import must be unarchived and still awaiting confirmation, or must be a failed import whose checked rows remain editable. The row must be Failed, Ready to Import, or Ready to Update. Once you confirm the selected rows and processing starts, editing is unavailable.

Unarchiving restores editing only if the underlying import is still in an editable pre-confirmation state. It does not make a completed import editable.

Rescuing an Import Where Everything Failed

When every checked row fails, the import can show Failed with no confirmation action. Correcting rows can return it to Awaiting confirmation once a row becomes ready. If validation stopped before every row was checked, contact imports@astalty.com.au rather than assuming an edit restarted the whole validation job.

What You Can Edit on Each Import

Plan Managers

Name, Invoice Email, ABN, Phone, and Website. Name and a valid Invoice Email are required.

Organisations

Name, Type, Email, Phone, Mobile, Website, ABN, Registration Number, NDIS Registered, Description, address fields, and Tags. Name is required. Address validation and tag replacement apply to the saved row.

Contacts

Contact identity, phone and email fields, Participant reference fields, Organisation, relationship fields, consent and starred flags, and address fields can be corrected. First Name is required. Changing one row can change matching warnings on another row in the same file.

Troubleshooting

If the row cannot be corrected in the panel, archive the unconfirmed import and upload a corrected file. Archiving an import that has already completed does not reverse its changes.