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SStandShare

Import data at the platform level

Platform Admin

The Data Import wizard lets platform administrators import tabular data from CSV, Excel (XLSX/XLS), or JSON files into StandShare. The wizard auto-detects the entity type, suggests column mappings, shows a preview, and runs the import with progress tracking and rollback support.

Accessing Data Import​

The Data Import wizard is available in two places:

  • Standalone: Navigate to the Data Import page directly
  • Embedded: Open Seed and Data Management, then switch to the Import tab

Supported File Formats​

FormatExtensionsNotes
CSV.csvComma-separated values
Excel.xlsx, .xlsMicrosoft Excel spreadsheets
JSON.jsonArray of objects

Step 1: Upload​

  1. Click Choose File and select your data file.
  2. The selected file name and size are displayed.
  3. Click Upload and Analyze.
  4. The system reads your file, detects what type of entity the data represents, and prepares suggested column mappings.

Step 2: Map Columns​

After upload, you see:

  • Detected entity — the system's best guess for what data type your file contains
  • Total rows — how many data rows are in your file
  • Column mapping table with three columns:
    • File Column — the header from your file
    • Map to Field — the StandShare field to map it to (editable)
    • Confidence — how confident the system is in its suggestion (green = high, yellow = medium, red = low)

Adjusting mappings​

  • Review each suggested mapping. The system tries to match your column headers to StandShare fields automatically.
  • To change a mapping, type a different field name in the Map to Field input.
  • To skip a column entirely, clear the field name (leave it blank).

Click Review Preview when you are satisfied with the mappings.

Step 3: Preview and Confirm​

The preview shows the first 5 rows of your data after applying the column mappings. This lets you verify that:

  • Data is landing in the correct fields
  • Values look reasonable
  • No important columns were accidentally skipped

If something looks wrong, click Back to adjust your mappings.

When everything looks correct, click Run Import to start the import.

Step 4: Progress​

The progress screen shows:

  • Job ID — a unique identifier for this import run
  • Status — Pending, Running, Done, Failed, or Rolled Back
  • Progress bar — shows rows processed out of total rows
  • Messages — any status messages or error details

When the import finishes​

  • Done — the import completed successfully. A green message confirms this.
  • Failed — something went wrong. Error details are displayed.

Rolling back an import​

After an import finishes (whether successfully or not), you can undo it:

  1. Click Rollback Import.
  2. The system reverses all changes made by this import job.
  3. A confirmation message states: "The import has been rolled back. No data was committed."
tip

Rollback is available even for successful imports. Use it if you notice data quality issues after the import completes.

Starting another import​

After an import finishes, click Import another file to return to Step 1 and start fresh.

Next Steps​