Upload, map, validate, and review import data

Upload files, map fields, validate relationships, and review retained records safely. Validation reports unknown, duplicate, consent, and relationship issues…

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

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Who this is for

Migration staff uploading source files into an existing import job.

Before you begin

Create a job first (Start a studio import).
Use only authorized studio data in sample files.

Steps

Open the import job from Data imports.
On Files, choose a source type (for example Programs CSV).
Pick a file, set File contents / Record type, then Upload and inspect.
Continue to Review column mapping and clear validation issues.
Leave uncommitted until Commit and reconcile an import.

Expected outcome

Validation reports issues without creating operational records.

Screenshots

Recovery

If Upload and inspect stays disabled, choose a file first. Use Discard import only when abandoning the job (Discard or safely roll back an import).

Start a studio import — create the job.
Commit and reconcile an import — commit after validation.
Discard or safely roll back an import — discard or roll back.