Use casesData import validation queue

Build your data import validation queue.

Review invalid rows and duplicate identifiers before accepting a data import.

How to build your data import validation queue

  1. Describe the job

    Review invalid rows and duplicate identifiers before accepting a data import.

  2. Review the first version

    Choose how the data coordinator records the import batch and how the data owner reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A data import validation queue example

A CSV contains two records with the same external identifier.

Illustrative workflowData import validation queue

Data import validation queue example

Record
Data import validation queue · 01
Owner
Data coordinator

Current stage · Data coordinator

Open the import batch

A CSV contains two records with the same external identifier.

Read the full walkthrough
  1. Open the import batch

    A CSV contains two records with the same external identifier.

    Record:
    Data import validation queue · 01
    Owner:
    Data coordinator
  2. Review the retry

    Isolate those rows for review while retaining the source batch and accepted records.

    Stage:
    Awaiting data owner review
    Owner:
    Data owner
  3. Keep rejected rows connected to their source batch for correction and retry

    Keep rejected rows connected to their source batch for correction and retry.

    Next action:
    Keep rejected rows connected to their source batch for correction and retry.
    Owner:
    Operations reviewer

What to include in your data import validation queue

  • Keep the import batch in context

    Keep import batch, source column, target field, invalid row, review decision and retry together so the next person can understand the request or record.

  • When the next step needs a decision

    A CSV contains two records with the same external identifier. Isolate those rows for review while retaining the source batch and accepted records.

  • Keep retry visible

    Keep rejected rows connected to their source batch for correction and retry.

  • Choose what each person needs

    Give the data coordinator a working view and the data owner a review view. Keep import batch and source column attached to the decision as the work moves between them.

Questions about data import validation queue

Start with import batch, source column, target field, invalid row, review decision and retry. Describe who enters the information and who reviews the next step.

Build your data import validation queue.

Start with your workflow and make it yours.

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