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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
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Who this is for

Migration staff finishing a validated import job.

Before you begin

Steps

Lock and commit

  1. Open the import job from Data imports and go to Final review. It is reachable from Records once the job is ready with no blocking errors.
  2. Read the summary: source records, blocking errors, warnings, retained historical fields, counts by component, record decisions (new, matched, skipped), and marketing consent counts.
  3. Read Historical source data and Billing references. Billing references are inert: committing creates no charges, invoices, balances, payment methods, products, prices, or subscriptions.
  4. Click Lock review. Locking fingerprints every artifact, mapping, row, retained field, match, and skip, and shows the digest and record count. Commit refuses the import if anything changes afterwards.
  5. Click Commit reviewed import, then confirm with Commit import. PositiveForm creates or matches programs first, then schedules, households, people, relationships, and operational enrollments in one transaction.

Verify the reconciliation

  1. The job moves to Import, which lists the commit stages and resumes safely after a reload. When commit finishes, click Verify reconciliation.
  2. On Verify, read the post-import reconciliation report: its status and the source, created, matched, updated, skipped, and error counts, plus any issues.

Activate

  1. When the report passes, click Activate imported studio data under Finish onboarding, then confirm with Activate and finish. Activation marks the verified import complete and makes it the accepted onboarding baseline.
  2. The job finishes on Finish, reading Studio import complete with the created, matched, and skipped counts, and links to Review programs and Review people.

Expected outcome

Operational records are created or matched once; activation sends no bills, invitations, or messages, and creates no billing objects or portal invitations.

Recovery

Lock review stays disabled while the job is not ready or any blocking error remains; return to Upload, map, validate, and review import data.

If commit does not complete, PositiveForm says the transaction was rolled back and it is safe to retry. If the job shows The import needs attention after commit, use Retry verification; before commit, use Return to validation.

If the job should not land at all, use Discard or safely roll back an import. Discard import is offered on Final review and disappears once the job is committed.