The hardest part of switching to your product is moving the data. A good import is a conversion feature, not a technical one, and a preview is what makes people trust it.
What's Included
- Column matching the customer confirms rather than guesses at.
- A preview before anything is written which is what builds confidence.
- Clear errors by row rather than one failure message.
- An assistant that guesses the mapping and explains each problem.
How To Use
- Always preview before writing. An import that cannot be checked is not trusted.
- Report errors row by row so they can be fixed, not just counted.
- Let a partial import succeed and report what did not.
- Keep the original file so an import can be re-run or undone.
Follow it with onboarding, and record it in the audit trail.