Uploading a CSV file does not mean that the data will be placed in the correct area. The freelance interface designer designs column matching and error resolution as well as file selection in the import flow. Seeing a sample result before the process begins can prevent a large amount of misrecordings.
Show source column and target field side by side
The titles in the file may not be the same as the names used by the system. Showing several sample values makes accurate matching easier. Specify required fields; Provide a clear option for columns that will not be transferred. If automatic pairing is done, let the user check it.
Offer preview before import
Dates, numbers, and null values can come in different formats. Reading the file and making the data meaningful are different checks. Show converted samples in the preview. In case the same record appears again, the behavior of creating a new record or updating the existing record should be turned on.
Break errors into resolvable parts
However, the “file is incorrect” message does not tell the user what to fix. The row, column and error reason must be shown together. Present the status of successful and unsuccessful registrations separately. Technical behavior must be reflected in the design to avoid duplication of the same data during reloading.
Brief check before delivery
- Do sample values appear during matching?
- Is repeated recording behavior turned on?
- Are errors associated with row and field?
Clarify scope with Selçuk Aker
When working with Selçuk Aker, you can consider these decisions within the scope of administration panel design. For the first meeting, share existing files, usage environment, and target delivery date. Data-driven management panel completes this preparation.
Frequently asked questions
Is automatic column matching sufficient?
It can be helpful, but user checking and sample values are required to correct incorrect matches.
Should the whole process stop if one row is incorrect?
The decision is made based on the relationship of the data. If partial transfer is supported, it is necessary to clearly show the result and retry behavior.
Is import design just uploading files?
No. Matching, verification, preview, result and error correction should be considered together.
