The detail of an import

Where to find it

An import's detail page has no entry of its own in the menu. You get to it from the Actions list: click a line whose channel is Import. To see only this type of line, use the Import channel filter on the list.

The Back button takes you back to the list on the same page and with the same filters that were on. If you opened the detail through a pasted link, without having gone through the list, Back lands at the start of the list, with no filter at all.

Which imports a seller can open

A seller opens the imports done by themselves: the ones they sent and the ones in their name as seller. A colleague's import does not open: the address replies with an error instead of showing the data.

For a sales rep there are two more cuts. Whoever is Partner or Administrative at the rep agency also opens the team's imports. And whoever works under a mandate only reaches the imports of the stores the mandate covers, with one exception: what you yourself sent always opens, even if it is from another store.

Whoever manages the company or a store sees everyone's imports.

Where the imports on the list come from

An import line is born from two paths:

• on screen: the file sent through Import Quote with AI, on the quotes list (see Import a quote on screen: photo, PDF or spreadsheet);
• through the conversation: the photo, PDF or spreadsheet that came through Dri on WhatsApp, on Telegram or in the own chat and became a quote (see A quote from a photo, PDF or spreadsheet on WhatsApp).

Both show the same numbers, but not the same things: an import on screen keeps the files sent; one that came through a conversation keeps no file here: the original stays inside the conversation, in the transcript.

The header: number, type, status and date

The title is Import # followed by the number. Right below come two badges and the date and time the import started.

The first badge is the type of what came in: PDF, Image, Spreadsheet, Audio or Text. ⚠️ On an import that came through a conversation, the badge shows the channel name written as the system stores it (for example whatsapp), untranslated; this is not a defect of the import.

The second badge is the status:

• Extracting: the reading is still in progress;
• Completed: the reading finished;
• Failed: the reading stopped with an error;
• Partial: the reading stopped to ask a question (see the section on the partial import).

The four numbers of an import

Below the header sit four boxes:

• Extracted items: how many lines Dri read from what the customer sent;
• Matched items: how many of those lines it matched to a product in the catalog;
• Open questions: how many questions were left open for someone to check;
• Duration: how long the reading took, in seconds, minutes or hours.

The math that helps most is the difference between extracted and matched: those are the lines that reached the quote without a product and that will call for a search or a decision in the review. A dash (—) in place of the number means that measure was not recorded, not that it is zero.

Seller and Company

Seller is who did the import. When that person belongs to a rep agency, the rep agency's name shows below, in smaller type, so you do not mistake someone from outside for someone in-house.

⚠️ Company shows the name of the store the import went into, not the customer's name. You check the quote's customer by opening the quote.

Download the original files

The Source files block lists what was sent, with the name and type of each file. When the file is still stored, the line has the download icon and clicking it opens the original in a new tab. When it has no icon, the name still shows, but there is nothing left to download.

Whoever opens the detail can download the files; the download follows the same rule as who sees the import. It is the fastest way to compare what the customer wrote with what was read.

The block does not show up on an import that came through a conversation: in that case, open the conversation in Actions and click the attachment inside the message.

Go from the import to the quote

The See quote # button (with the number) shows up when the import became a quote, and takes you straight to it. Without the button, no quote was born from that import, because of a failure, or because it is still waiting for an answer.

In the Actions list itself the same shortcut shows up in the Actions column, as Quote # followed by the number.

When the import was Partial

Partial is not a half-done reading. It is the import that stopped before creating the quote because several files arrived together and Dri needed to ask whether they are a single order or separate orders.

While the question is not answered, there is no quote and no See quote # button. When the answer comes, the reading starts over from scratch and shows up as a new import line on the list; the Partial line stays as it was, recording that the question happened.

When the import failed

An import with status Failed may bring the red Import error box, with the message the system recorded. Copy that sentence when you ask for help: it is what says at which step the reading stopped.

If the status is Failed and the box does not show up, it is because no message was recorded. In that case, open the original in Source files to check whether it is readable and try importing again on screen.

Common questions

• The page shows only one error line, starting with "Error:". The import is not yours (nor your team's, when you are Partner or Administrative), or it is in a store outside your mandate. ⚠️ The text after "Error:" may come in English; it means "no permission".
• The numbers show with a dash. The reading has not finished yet, or it stopped before counting.
• The same import shows up twice. One is the Partial, from the question; the other is the reading that ran after the answer.
• I can't find the import the customer sent on WhatsApp. Look through the conversation: a conversation's import line is only born when the reading became a quote.