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data import

I. Pre-Import Preparation

Assess data source and format

Verify data integrity and accuracy

Identify and map data fields

Determine import frequency (one-time vs. recurring)

Ensure compliance with data governance policies

II. Data Transformation

Cleanse data (remove duplicates, correct errors)

Normalize data formats (dates, currencies, etc.)

Transform data as per target system requirements

Create data validation rules

III. Environment Setup

Prepare target system for import (check configurations)

Establish a secure connection to the source and target systems

Backup existing data in the target system

Allocate necessary resources and permissions

IV. Import Execution

Execute test imports with a subset of data

Monitor for errors during the import process

Validate data import results (check for completeness and accuracy)

Document any issues encountered during the import

V. Post-Import Verification

Conduct data quality checks (ensure data meets quality standards)

Confirm that all data has been imported correctly

Update relevant documentation (data mapping, import logs)

Communicate results to stakeholders

VI. Ongoing Maintenance

Schedule regular audits of imported data

Plan for updates or changes in data import processes

Review and refine import procedures periodically

Train staff on data import best practices and tools

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