Prerequisites

• Have created and started a MergeUp Batch. For information on creating MergeUp Batches, see:

  • Generating Multiple Documents Based on a Report
  • Generating Multiple Documents Using Flows
  • Generating Multiple Documents Using Apex

• For information on starting MergeUp Batches, see:

  • Starting a MergeUp Batch
  • Starting Multliple MergeUp Batches
  • Scheduling a MergeUp Batch to Start Later

Overview

Once your MergeUp Batch is started, MergeUp provides a dynamic and easy to use interface for monitoring its progress in the UI. You can also use Apex/SOQL to programatically monitor the progress of your MergeUp Batch.

Steps

1. Navigate to the MergeUp Batches tab in the MergeUp Manager.

   

2. Select a list view that will allow you to find the batch you want to monitor. Click on the name of your batch to navigate to the record page.

   

3. In the top left of the record page is the MergeUp Batch Merge Progress component, which displays detailed information about the running batch's progress.

   

   You can use this component to monitor the progress of your MergeUp Batch live. It will be updated as merges are completed, and give you a running total of pending, completed, and failed merges.

Notes

• You can also track batch progress using Apex/SOQL/LWCs. See MergeUp Batches for reference on what fields to query.

Next Steps

• Learn how to monitor multiple MergeUp Batches at once: Monitor Multiple MergeUp Batches.