We’ve launched a new Customizations Dashboard along with 20+ new customization options! This makes it easy for everyone on your team to configure the OneSchema Importer experience to best fit your use case.
We’ve launched a new Customizations Dashboard along with 20+ new customization options! This makes it easy for everyone on your team to configure the OneSchema Importer experience to best fit your use case. You know your users’ workflows the best, so we want to equip you with all the tools you need to design the import experience that feels tailor-made for your end users.
Along with a new Customizations Dashboard, we’re introducing a new set of 20+ customization options.
Providing guidance during imports
For customers who want to provide their end users additional guidance during imports, we’ve added:
Template columns + descriptions during Upload
A new sidebar with template column information helps your users know which columns to include in their upload, before they go through the import process.
Download Excel template
If you prefer your users to fill out an Excel template prior to upload, your users can now download an Excel template from the upload pane. This is generated from your OneSchema template.
Speeding up the import process
For customers who want to speed up the import process and help their end users move through the import process, we’ve added the following features:
Automatic column matching
To reduce repetitive work for your users, you can leverage different levels of OneSchema’s column matching technology to automatically match columns that match exactly, fuzzily, or if a certain column pairing has been matched in the past.
Skip Map Columns pane
For uploads that are exactly the same column structure, we can skip the Map Columns pane altogether if we see a 100% exact, historical or fuzzy match.
Partially clean imports
We also made some changes to our blockImportIfErrors config option for customers who want to receive imports that are partially clean.
A new modal can be shown to end users that more clearly communicates the state of their data prior to import.