Go M-Pact Dashboard Clients Contacts Settings Audit Log
Unmatched Import Rows
3 rows from the June 6 KW import couldn't be auto-matched to a client  ·  they're held here until you decide what to do
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Why these are held: the importer cannot identify the client with confidence. Rather than guess (and risk attaching the wrong production data to the wrong client), unmatched rows stay here. Each row keeps the original source data exactly as it arrived — no edits, no silent merges.
From: KW-Production-May-2026.xlsx  ·  row 47  ·  imported Jun 6
No KWUID, no MC Number — name matches 2 existing clients
Needs Review
Source Row (as imported)
First NameCory
Last NameWilliams
Office(blank)
KWUID(blank)
RegionMaryland & DC
May Units2
May GCI$8,450
Possible Matches
Cory Willems
White Marsh MC  ·  KWUID 200054321  ·  Active client since Mar 2025
Match
Corey Williams
Bucks County MC  ·  KWUID 200099887  ·  Prospect (Warm)
Match
Name + region match Cory Willems with high confidence (likely a KW spelling variant). Match if you agree, or create a new client if this is a different person.
Match to Cory Willems + Create New Client Skip (hold for later) No production data is written until you confirm
From: KW-Production-May-2026.xlsx  ·  row 312  ·  imported Jun 6
KWUID exists but matches a retired client
Needs Review
Source Row (as imported)
First NameJanet
Last NameHolloway
OfficeEast Cobb MC
KWUID200044112
May Units5
May GCI$18,900
Existing Match (retired)
Janet Holloway
East Cobb MC  ·  KWUID 200044112  ·  Retired Feb 2025
Reactivate
KWUID matches a client Mike marked retired. Either reactivate (resume coaching), or skip this row if Janet is no longer being coached.
Reactivate Janet Holloway Skip (keep retired) No production data is written until you confirm
From: KW-Production-May-2026.xlsx  ·  row 488  ·  imported Jun 6
No close match — likely a new agent
Needs Review
Source Row (as imported)
First NameDevon
Last NamePark
OfficeBuckhead MC
KWUID200081447
RegionGeorgia
May Units3
May GCI$11,200
Possible Matches
No active or retired client matches by KWUID, MC, or name.
If Devon Park is a new coaching client, create the record now and the production data will attach automatically. Otherwise skip and the row stays here.
+ Create New Client from this row Skip (hold for later) No production data is written until you confirm
Rows are held here forever until you act on them. Skipped rows can be re-reviewed any time — they never silently disappear.