Integration Tool - Session History

To register diamonds on Tracr, you must upload the required data whenever a diamond changes form and/or is passed from one process to another. This includes windowing and unexpected incidents during the manufacturing process. You can also upload optional files like images and videos to enhance the Diamond Experience.

Tracr maintains a list of your integration sessions and displays these on the Session history page. If there are no sessions listed, select the New session button to create a session and upload your diamonds.

Each session has a status that shows whether the session was submitted, is in progress, or was abandoned:

• Submitted – Data has been uploaded and Tracr is processing the diamonds.
• In progress – The session was not submitted (the user did not click Submit or chose to save and quit).
• Abandoned – The session was abandoned. Note: you can only abandon a session if the CSV file has passed validation.

Create a new session

To upload a diamond dataset to Tracr, create a session by selecting the New session button on the Session history page. This initiates the process for uploading your diamonds.

Download the integration toolkit

The Integration toolkit button provides access to:

• CSV templates
• The Tracr Loader application
• The Data Dictionary
• Exporter templates and guides

You can download individual components of the toolkit or select Download toolkit to download the complete toolkit as a single zip file.

View the verification status of a submitted session

To check the verification status of diamonds you have submitted to Tracr:

• In the Action column, select Monitoring to open the Integration monitoring page.
• Tracr displays the status of an integration as either Registered or Invalid.

Verification status details

• Registered – The diamond is verified and on the Tracr Portal.
• Invalid – An error has occurred, and Tracr did not register the diamond.

Continue an in progress session

If a session is saved (status = In progress), you can continue it:

• On the Session history page, in the Action column, select Continue session to complete and submit the session.

Export a session report

You can export details for a selected session:

• In the Action column, select the ellipsis and choose one of the export options.

Export options

• To download a simple report for the selected session: under Download a session report as, select .xlsx file.
• To download a full report for the selected session: under Download full session report, select .xlsx file.