Import guides

Your next step,
a little clearer.

Choose a reading path that fits the work in front of you. Each path connects an explanation, a practical workflow, and a useful first test.

PATH 01

Start with your first record

Understand the boundary between external data and destination changes. Then try the local walkthrough and inspect a deliberately imperfect source.

  1. What is an import API?
  2. Run the local quickstart
  3. Map fields and validate records
PATH 02

Move spreadsheet data with care

Agree on headers and preserve meaningful values. Design a correction report that helps the source owner repair a file without reading your code.

  1. CSV and XLSX import guide
  2. Customer onboarding workflow
  3. Format comparison
PATH 03

Prepare content and media

Keep meaningful structure, asset relationships, and source identity. Separate extraction from editorial approval and maintenance.

  1. Import website content
  2. Import PDF and DOCX documents
  3. Organize image metadata
PATH 04

Build an AI knowledge collection

Start with real questions and reviewed sources. Carry permissions and provenance through derived records, and evaluate prompts as maintained artifacts.

  1. LLM and RAG ingestion
  2. AI prompt import versioning
  3. AI knowledge workflow
PATH 05

Make failure understandable

Plan repeated attempts, uncertain outcomes, and the complete source lifecycle. Test recovery and authorization before expanding volume or format support.

  1. Reliable batch imports
  2. Secure file import checklist
  3. Data migration workflow

Small scope. Real understanding.

Use the example to follow three records through mapping and validation.

Try the quickstart ↗