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Data import

Data import

The onboarding-critical flow that gets a customer's existing data into the product without corrupting it.

Content & Data Views · 8 checks · 5 resources

Before you ship

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  1. 01Source selection — file upload (CSV, XLSX), a direct connector to a named competing tool, or API, each with its own path
  2. 02Template download — a correctly formatted sample file, so the user shapes their export before uploading
  3. 03Column mapping step — source columns mapped to product fields, with auto-detected guesses the user can override
  4. 04Pre-import validation report — row count, detected errors, and duplicates flagged before anything is written
  5. 05Row-level error handling choice — skip bad rows and continue, or abort the whole import; never partially apply silently
  6. 06Duplicate strategy — create new, skip, or update matching records on a chosen key
  7. 07Progress and completion summary — created, updated, skipped and failed counts, with a downloadable error file
  8. 08Undo or rollback — the ability to revert an entire import batch as one unit

Resources that help you build this

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