Skip to content
PositiveForm

Commit and reconcile an import

Lock a reviewed snapshot, commit it transactionally, reconcile it, and activate the accepted baseline. Operational records are created or matched once…

Status
Draft, not yet re-verified
Who can do this
Organization owners, Managers
Required access
imports.manage
Where in PositiveForm
/settings/imports/:jobId/reconciliation

"Copy for AI" puts the full Markdown of this page on your clipboard. Paste it into ChatGPT, Claude, or any assistant and ask it to walk you through the steps.

Who this is for

Migration staff finishing a validated import job.

Before you begin

Steps

  1. Open the import job from Data imports.
  2. Continue to reconciliation/commit when validation is clear.
  3. Review matches and new records carefully.
  4. Commit only when the review snapshot is correct.

Expected outcome

Operational records are created or matched once; activation sends no bills, invitations, or messages.

Recovery

If commit is blocked, return to Upload, map, validate, and review import data. If the job should not land, use Discard or safely roll back an import.