SPREADSHEET DATA INTAKE · Workflow idea
Take a prepared spreadsheet, check that its columns match the destination records, and make its rows available in a database. A clear import review helps catch mismatched or incomplete information before it is relied on.
01 / The starting point
A spreadsheet file with rows ready to add to a database
“Read the spreadsheet records and add their values to the corresponding database fields.”
02 / The work
Takes tabular information from a spreadsheet and records it in a database, preserving the values in a structured form.
Select the prepared file and confirm it contains the records intended for the database.
Compare the spreadsheet headings with the destination fields so each value is recorded in the right place.
Transfer the rows into the selected database table using the agreed field mapping.
Check a sample of the saved information and resolve missing, unexpected, or incorrectly mapped values.
Apply the team’s agreed approach to existing records so a repeated import does not create unwanted duplicates.
03 / The result
Spreadsheet rows recorded in the selected database table, ready for authorized users and processes to work with.
Data · Example outcome
Spreadsheet rows recorded in the selected database table, ready for authorized users and processes to work with.
Check the selected file, column meanings, and duplicate-handling rules before importing. Review the resulting records before using them for important decisions.
04 / Make it yours
A few choices shape the work around your team.
Use a consistent header row, remove unrelated content, and confirm the file contains only records intended for import.
Select the database table and confirm which spreadsheet column belongs in each field.
Decide how existing records, blank cells, and incomplete rows should be treated.
Import a few representative rows first and verify that the saved values match the source.