Getting Started
Best Practices and Common Pitfalls
Building a successful import process involves more than just correct configuration; it also requires a solid workflow to prevent common errors. This guide outlines best practices for testing, data validation, and file management to help you create ...
Preparing an XML File for Import
XML (Extensible Markup Language) is a powerful format for handling complex or hierarchical data. Because XML files can have virtually any structure, they must go through a Data Transformation step to be processed by the Import Module. While any valid ...
Preparing a JSON File for Import
JSON (JavaScript Object Notation) is a lightweight, human-readable format ideal for structured data. Unlike CSV files, all JSON files must go through a Data Transformation step before they can be processed by the Import Module. While the structure ...
Preparing a CSV or TSV File for Import
A correctly formatted CSV (Comma-Separated Values) or TSV (Tab-Separated Values) file is essential for a successful import. While these are standard formats, your file must adhere to specific rules to ensure data is processed accurately. Basic File ...
Overview of the Import Process
The Import Module is a powerful tool for bringing external data directly into your forms. It streamlines workflows, reduces manual entry, and enhances data accuracy by using structured files like CSV, TSV, XML, or JSON to automatically populate or ...
Import Module Terminology
The Import Module allows you to bring data into your forms from external files. Understanding the terminology is crucial for configuring imports, preparing data, and troubleshooting effectively. This guide defines the key concepts you'll encounter. ...
Quick Start Guide: Your First Import
This guide provides a step-by-step walkthrough to help you complete your first basic import. We'll use a sample CSV file containing basic IEP information and a manual import to demonstrate the core workflow from start to finish. Before You Begin For ...