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List Policy Import Sessions

The List Policy Import Sessions screen is a historical archive of every time the Import Policies bulk Excel utility was used. It lets administrators track import events, identify who ran specific batches, and reopen a session to manage it further.


πŸ’‘ Why Use This

Use the session list when you need to:

  • Verify a bulk import was completed correctly β€” Review which file and mapping were used for a specific session.
  • Reopen a session β€” Open a single session or all sessions at once to continue working with the imported data.
  • Clean up old sessions β€” Delete sessions you no longer need to keep the list manageable.

πŸ—ΊοΈ How to Access

Navigate to Import β†’ List Policy Import Sessions.

List Policy Import Sessions in the Import menu


Understanding the Session List

Every time you run a bulk import through Import Policies, a session record is generated.

Column Description
Source Where the session originated (e.g., "Import").
Import Date The timestamp of when the file was imported.
Import Name The source Excel filename.
Status The current state of the session (e.g., "Populated").
Items The number of policy rows contained in the session.
Map The saved Mapping Data template used for this import.

Policy Sessions (Imported) list


Toolbar Reference

Button Function
Open Session Reopen the selected session to continue working with it.
Open All Sessions Reopen every session in the list at once.
Delete Sessions Remove the selected session(s) from the list.
UnSelect All Clear the current selection.
Select File Browse for and select a source Excel file.

πŸ”§ Troubleshooting

I need to undo an entire session's worth of policies. This screen manages sessions, but it does not reverse policies already created. Use Reverse Import Policy Session from the Import menu to remove policies created in a specific session.

Manual policies I created aren't showing in this list. This list only tracks policies imported through the Import Policies bulk Excel tool. Policies added manually through the Client or Policy screen, or created through the Create Policies (ICS) workflow, do not appear here.

I can't find the session I'm looking for. Sort the list by Import Date to narrow it down. If the session was deleted, it will no longer appear.


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