Acquire, review and apply an import

Separate import acquisition, mapping, review and data application.

Task 1

Import acquisition and staging

Before you start

  • An authorised source, explicitly selected destination companies and a file in an accepted format.

Steps

  1. Create or choose the source and upload the file, checking the destination companies.
  2. Open the detail and review origin, reading outcome and imported-data counts.
  3. Filter sheets, observations and issues. Cancel or request a resume only when the action is available, with a reason.
Task 2

Import mapping, review and reconciliation

Before you start

  • Imported data awaiting review and permission to map, review and apply records.

Steps

  1. In Mapping configure sheets, entities, symbols, dates/statuses and external codes with explicit targets.
  2. In Review select observations and record reasoned decisions; check company and effective date during reconciliation.
  3. Approve the mapping, review the review summary and apply; reread effects and failed or remaining groups.
Task 3

Domain commands and JSON intakes

Before you start

  • An intake with valid logical records and readable person/object/scale/rule references.

Steps

  1. Open JSON intake provenance and dependencies or the acquisition’s Domain stage.
  2. Prepare recognition with person, object, scale and rule; add or remove only explicit commands.
  3. Review the preview and confirm with HR ownership; then verify applied state and remaining issues.
The result

What to check

You have reviewed the domain result; staging and JSON intakes remain distinct workflows.

If the result is unavailable

Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.

Guidance and support