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Data Import

Data Import

Purpose and when to use this screen

PublicationPrepare, validate, run, and review supported master-data and historical-data imports.

Choose an import workflow

Brisk Data Import start screen displayed with fictional documentation-demo data.
The Data Import start screen in progress.the Brisk documentation demo.

Select the supported import type that matches the source data and intended Brisk records.

Import master data

Brisk Data Import master screen displayed with fictional documentation-demo data.
The Data Import master screen in the Brisk documentation demo.

Validate columns and identifiers before importing customers, vendors, items, or other master records.

Import historical data

Brisk Data Import history screen displayed with fictional documentation-demo data.
The Data Import history screen in the Brisk documentation demo.

Confirm historical record types, dates, and relationships before staging the import.

Review import runs

Brisk Data Import runs screen displayed with fictional documentation-demo data.
The Data Import runs screen in the Brisk documentation demo.

Review counts and issues for each import run before treating it as complete.

Look up imported history

Brisk Data Import records screen displayed with fictional documentation-demo data.
The Data Import records screen in the Brisk documentation demo.

Use the lookup screen to confirm imported records and investigate run issues.

Working safely and effectively

Import into a safe environment first. Correct source data and mapping issues rather than repeatedly importing uncertain files.

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