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      New Manual File Import Experience

      Data Import – New Experience

      The Manual File Import workflow in Klir delivers an improved user experience with smarter validations, inline error fixing, and a streamlined retry process. This article outlines the new workflow, features, and configuration options that will help you reduce the number of errors and allow you to resolve errors before importing.

      Manual File Imports Page

      The Manual File Imports page serves as the hub for managing manually uploaded files. You can find this in Admin > Data Management > File Imports.

      Key Features:

      • Search & Filters: By file name, type, status, date, or user.
      • Import History Table: Displays:
        • File name, Import type, Upload date
        • Records imported, Errors, Importer, and Status (Success, Action Required, Failed)

      • Column Management & Sorting:
        • Sort by type, date, records, errors, or status
        • Show/hide columns using a selector

      • Import/Export Options:
        • Start new imports via the Import button
        • Export history to Excel or CSV


       

      Start a New Import

      Click Import to begin. Users first select the Import Type.

      Import Type Selection:

      • Grouped by categories: General, Permits, Sampling, Community
      • Each import type determines the required fields and applicable validations
      • All import types will follow the improved experience soon, in the event you select an import type that has not been updated, Klir will display a link to allow you to import via the previous experience.

      For Improved Experience Types:

      • Description panel provides file prep guidance
      • Download templates:
        • Excel – includes field-level tooltips and dropdowns
        • CSV – flat template for simpler editing
      • Click Next to proceed

      Upload File

      Users upload their prepared file:

      • Drag-and-drop or Browse to upload
      • Supported formats: .xlsx and .csv
      • Upload triggers the Match Columns step automatically

      Match Columns

      Columns from the uploaded file are automatically matched as much as possible. Review the mappings to ensure accuracy. 

      Features:

      • Automatic Matching by column name
      • Manual Adjustments for unmatched/misplaced fields
      • Unmatched Columns clearly highlighted
      • Dropdowns show valid options (both hardcoded and environment-specific)
      • Value Validation:
        • Invalid values flagged
        • Option to correct values across multiple rows


      Review Entries

      Preview your data and resolve issues before completing the import.

      Data Preview:

      • Table view of records as they'll be processed

      Validation Results:

      • Errors (Red): Blocking issues (must be fixed)
      • Warnings (Yellow): Non-blocking, recommended review

      Common Issues Detected:

      • Missing required fields
      • Invalid or duplicate IDs
      • Incorrect date formats
      • Unrecognized dropdown values

      Correction Tools:

      • Inline editing
      • Valid-value dropdowns
      • Bulk update / find-and-replace
      • Export errors to Excel for offline correction

      Navigation:

      • Filter to view: All, Errors only, or Warnings only
      • Pagination for large datasets

      Click Next to proceed once ready.

       Users can proceed with unresolved errors. These will be flagged in post-import reports and can be fixed later.

       

       

      Complete Import

      Final step to complete the import.

      • Click Complete Import to finalize
      • Status updates to In Progress in the history table

      Possible Statuses:

      • Success: All records imported
      • Action Required: Some errors are present; you can work through them directly for re-import
      • Failed: Critical error prevented import

      Notifications & Import Profile Page

      Email Notifications:

      • Sent to the user who initiated the import
      • Includes a summary of import status and details



      Import Profile Page:

      Accessible via the history table.

      Includes:

      • File metadata and status history
      • Data preview and error list
      • Inline correction capabilities
      • Option to re-import the same file
      • Download link for the original uploaded file


      Retrying Imports

      Imports flagged with errors can be corrected and re-imported multiple times until successful.

      All changes and statuses are tracked, ensuring complete visibility into the import lifecycle.


      Summary

      The New Manual File Import Experience in Klir brings a powerful, user-friendly approach to importing data:

      • Centralized management
      • Guided workflows
      • Built-in validations and corrections
      • Detailed feedback and retry tools