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Start a studio import

Download canonical templates and create an isolated import job. The import job opens without creating operational records.

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

This guide is for migration staff creating an isolated import job before any operational records are written.

Before you begin

  • Download the canonical templates when you need file shapes. They are on Import templates (/settings/import-templates), and the same downloads appear on the job's Files step under Prepare your files.
  • Choose the destination location carefully; the job is scoped to it. Only active locations are offered.
  • Know which system the data came from. The form asks.

Steps

  1. Open Settings, then Data imports. The page lists Import history with each job's source, location, record count, and status.
  2. Click New import, or Start an import when there are no jobs yet. That opens Start a studio import (/settings/imports/new).
  3. Choose Destination location. Programs, schedules, households, and people will belong to it.
  4. Choose a Source system: Spark Membership, Generic CSV or XLSX, or Another system. Choosing Another system reveals a Source system identifier field; type a short lowercase name for the system you are leaving.
  5. Click Create import. Use Cancel to leave without creating a job.
  6. After create, the import job opens on its Files step (/settings/imports/<job>/upload) so you can download templates, upload files, and map them (Upload, map, validate, and review import data).

Expected outcome

An import job exists without creating operational members or households yet. You are on the job's Files step, the first of eight: Files, Map, Validate, Records, Final review, Import, Verify, and Finish.

Screenshots

Start a studio import with destination location and Create import
Start a studio import with destination location and Create import

Recovery

Create import stays disabled until a destination location is chosen and the source system identifier is a short lowercase name. If it fails after that, confirm your permissions; managing imports needs the manage-imports permission, and the page says so instead of showing the form. If the console is read only because the subscription lapsed, the form is disabled and a notice explains why.

Discard stray jobs from the job itself rather than leaving half-started migrations (Discard or safely roll back an import).

  • IMP-002
  • ONB-002