ambacti
Explore workflows

RECORDS AND FILE IMPORTS · Workflow idea

Move file-based records into a shared collection with a clear review first.

Take a selected comma-separated file, organize its rows, and prepare them for an existing structured record collection. Keep a preview of the incoming information alongside the original file so a data owner can check the columns, destination, and likely effect before approving an import.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
A file prepared for import
Produces
A reviewable import preview with the original file preserved and no records changed until approval.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A comma-separated file in an approved location and an existing record collection

“Organize the file rows for a chosen destination, show any unclear or mismatched fields, and wait for a data owner to approve the import.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps a team prepare tabular file contents for an existing collection without hand-entering every row.

  1. Select the file and intended destination

    Confirm the file is in an approved location and identify the existing collection that should receive its rows.

  2. Review the file’s columns and contents

    Check the headings, sample values, row count, and any missing or unexpected information.

  3. Prepare a mapped import preview

    Show how each file column corresponds to the destination and flag mismatches or repeated records.

  4. Check the likely effect on existing records

    Have the data owner review whether the import adds new rows, overlaps existing information, or could replace content.

  5. Approve the exact import before records change

    Proceed only after an authorized person approves the source file, destination, and treatment of existing records.

03 / The result

Something useful.
Something to build on.

A reviewable import preview with the original file preserved and no records changed until approval.

AmbactiWorkflow folio · 5 steps

Review a CSV import before updating records

Reviews & approvals · Example outcome

The handoff

A reviewable import preview with the original file preserved and no records changed until approval.

Keep in mind

Columns may not match the destination, and repeated or malformed rows can create incorrect records. Keep the source file unchanged, review a preview and any existing-record conflicts, and require an authorized data owner to approve the exact destination and import before records are added or replaced.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose eligible files and destinations

Define which file locations and existing record collections are approved for this import task.

Document expected columns and formats

List required headings, accepted values, and how file fields correspond to destination fields.

Assign an owner for import approval

Name who checks the preview, resolves conflicts, and approves adding or replacing records.

Test valid, malformed, and repeated rows

Try a typical file, a missing-column example, and duplicate entries to ensure each issue is visible before import.

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗