Configuring an Import
Configuring Record Matching and Update Logic
By default, the Import Module updates a person's single most recent record. Record Matching is a powerful feature that overrides this behavior, giving you precise control to update specific, distinct records belonging to the same person. This is ...
An Introduction to Data Imports
The Import Module is designed to bring external data from structured files like CSV, TSV, JSON, or XML directly into your forms. The entire process is built around a central concept: the Import Configuration. Think of an Import Configuration as a ...
Configuring an Import: A Section-by-Section Guide
Setting up an Import Configuration involves telling the system how to find, read, process, and match your data. This guide walks you through creating a new configuration and explains every setting available on the configuration page. Creating a New ...