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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
Verified 2026-07-29 on build a15afd7
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 from the imports area when you need file shapes.
  • Choose the destination location carefully; the job is scoped to it.

Steps

  1. Open Settings, then Data imports (breadcrumb Data imports).
  2. Start a new job at Start a studio import (/settings/imports/new).
  3. Choose Destination location from the combobox.
  4. Click Create import. Use Cancel to leave without creating a job.
  5. After create, the import job opens on its validation path so you can upload and map files (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 validation workspace.

Screenshots

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

Recovery

If Create import fails, confirm location selection and permissions. Discard stray jobs from the imports list rather than leaving half-started migrations.

  • IMP-002
  • ONB-002