When actioning a bulk import from a practice management integration, the import will not proceed until each client has been reviewed and individually actioned (via Configure > Integration Progress > Bulk Progress).
If no action is taken, all records will automatically be removed after 72 hours.
If you’d prefer to cancel the bulk import, follow the steps below.
Note: A bulk import cannot be cancelled once the items have been processed as reviewed
Cancel a bulk import
- From the Partner Dashboard, navigate to Configure > Integration Progress, and select the 'Bulk Progress tab
- From the following screen, select 'Review the items' from the bulk import in question
- From the following screen, select 'Cancel the import'
- You'll be redirected back to the 'Bulk progress' tab where the status of the bulk import will now show as 'Cancelled'