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Import data

Pre-Import Steps

Identify the source of the data to be imported

Determine the format and structure of the data

Check if any data transformation or cleaning is required before importing

Validate the data source for accuracy and completeness

Ensure necessary permissions and access rights are granted for data import

Data Mapping and Transformation

Define the data import mapping requirements

Map the source data fields to the target system fields

Specify any necessary data transformations or conversions

Verify the mapping and transformation rules with stakeholders

Import Setup and Configuration

Determine the appropriate import method (e.g., API, file upload)

Set up the import tool or script

Configure any required import settings, such as delimiter or encoding

Ensure compatibility between the source data and the target system

Data Validation and Error Handling

Define validation rules for imported data

Implement error handling mechanisms for invalid or inconsistent data

Perform a trial import with a small subset of data to identify and resolve any issues

Validate the imported data against predefined acceptance criteria

Import Execution and Monitoring

Initiate the data import process

Monitor the import progress and performance

Handle any errors or exceptions encountered during the import

Record the import status, including successful and failed imports

Post-Import Activities

Perform data integrity checks after the import

Notify relevant stakeholders about the completion of the import

Update any necessary documentation or records related to the import

Conduct post-import testing to ensure data consistency and functionality

Data Quality Assurance

Review the imported data for accuracy, completeness, and consistency

Address any data quality issues identified during the import process

Validate the imported data against predefined quality standards

Reconcile the imported data with the source data to ensure data integrity

Documentation and Reporting

Document the import process, including all configuration and mapping details

Generate import logs and reports for future reference and auditing purposes

Provide a summary report to stakeholders, highlighting any issues or anomalies

Archive the import-related documentation and reports for future use

Note: The sections and items in this checklist can be customized based on the specific requirements and processes of the software development organization.

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