Results and history

The result grid
Section titled “The result grid”One line per row, with what happened to it. The tabs across the top narrow the view:
| All rows | Everything, in file order. |
| Created/Updated | The successes. |
| Errors | Rows the CRM rejected. |
| Skipped | Rows that matched a skip rule, were held by a gate, or were filtered out. |
Skipped is not failed. A row skipped because your match rule said skip on match, or because a gate held it back, did exactly what you asked. Only the Errors tab is a problem.
Click a row
Section titled “Click a row”Any row opens an inspector showing what was actually sent and what came back — the payload per module, the record it matched if it matched one, and the CRM’s own error message if it failed.
That error message is the CRM’s, not ours. When a record is rejected for a reason Sloose could not have known — a validation rule, a workflow, a required field on a layout — this is where you see it in its own words.
The run report
Section titled “The run report”The report gives you three things:
- A summary digest you can copy into a ticket or an email: counts, modules, what the rules did.
- The chronological log, every step in order.
- The raw results, as JSON, downloadable — every row, its payloads, its outcome.
Download the raw results when you need to reconcile against something else, or keep a record outside Sloose of exactly what a run did.
Failures, and what to do with them
Section titled “Failures, and what to do with them”Some rows failing while others succeed is a normal outcome, not a broken run.
The shape that works:
- Filter to Errors and read a few. They usually have one or two causes, not twenty.
- Fix the cause — a value in the grid, a mapping, a value map.
- Retry n failed re-runs only those rows.
Rows that succeeded are not touched by a retry.
If the failures are all the same message, the fix is one mapping. If they are all different, the file is probably the problem rather than the mapping.
Run history
Section titled “Run history”Every run — dry or real — is recorded against your org: who started it, when, how many rows, what happened, which modules it touched.
Retention depends on your plan:
| Plan | History kept |
|---|---|
| Free | 7 days |
| Team | 30 days |
| Business | 365 days |
| Enterprise | 365 days |
History is retired automatically once it is older than that. It is a log, so an old org with an empty list is expected rather than a fault.
What the history does and does not hold
Section titled “What the history does and does not hold”It holds what happened: counts, outcomes, modules, timings, the error message where a run failed.
It does not hold your data. The rows are not copied to our servers, and the history cannot be used to reconstruct the file you imported. If you need that, download the raw results while the run is in front of you, or keep the file.
Saving what worked
Section titled “Saving what worked”If this import is something you will do again, Save it as a project. The mappings, match rules and value maps come back next month and you only bring a new file.
That is the difference between an import taking twenty minutes the first time and two minutes every time after. See Save and reuse a project.