Setting Up Automated Import Configuration

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Creating Your Configuration

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Accessing the Configuration Page

1. Open the Settings dropdown in the upper right corner of the Broadstripes screen
2. Scroll to and select “Automated import configurations”
3. On the configuration page, click “New Configuration”

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Configuration Options

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Basic Settings

• Type: Choose between “General CSV” or “General ZIP”
• User account: Select the user that the imports will be associated with
• Active: Check to indicate the configuration is active and ready to receive data

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Data Processing Rules

• What should we do with records that don’t match?
  • Add: Create new records for unmatched data
  • Skip: Ignore unmatched records
• New employment at same employer as existing employment should:
  • Update: Replace existing employment information
  • Append: Add new employment while keeping existing
• When importing addresses, phones or emails:
  • Append: Add new items alongside existing contact information
  • Replace: Replace all existing contact information with imported data

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Getting Your Authorization Token

1. View the generated authorization token
2. Copy it to your clipboard for use in API calls

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Testing Your Import Configuration

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Manual Testing Process

1. Upload Test Data
   • Create a test CSV file with a few rows of dummy data
   • Use the same headers you plan to use in your automation
   • Keep the dataset small for quick testing
2. Use Default Mappings
   • Don’t change any field mappings from the defaults
   • This is crucial because automated imports can’t customize mappings
3. Match Configuration Settings
   • Set the options in the “Configuration” panel to match your automated import configuration exactly
   • This ensures the test mirrors production behavior
4. Run the Test
   • Click “Preview” to see how your data will be processed
   • When the preview looks correct, click “Schedule import”
   • Review the completed import results
5. Validate Results
   • The manual import results should mirror what will happen with automation
   • Check that records are created/updated as expected
   • Verify that data mapping worked correctly

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What to Look For

• Field Mapping: Do your CSV headers map correctly to Broadstripes fields?
• Data Quality: Are values being imported into the correct fields?
• Matching Logic: Are existing records being updated or new ones created as expected?
• Employment Handling: Is employment information being processed correctly?
• Contact Information: Are addresses, phones, and emails being handled as configured?

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Monitoring Your Imports

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Viewing Import History

https://crm.broadstripes.com/project-nickname/automated_imports

• Import status and completion times
• Number of records processed
• Any errors or warnings that occurred
• Links to detailed import results

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Import Status Indicators

• Scheduled: Import is queued for processing
• Processing: Import is currently running
• Completed: Import finished successfully
• Failed: Import encountered errors

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Best Practices

1. Start Small: Test with small datasets before scaling up
2. Monitor Regularly: Check the automated imports page for any issues
3. Keep Configurations Simple: Use clear, consistent field naming
4. Document Your Setup: Keep notes about your configuration choices
5. Regular Testing: Periodically test your automation to ensure it’s working correctly

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Next Steps

• Review the API specifications for technical implementation details
• Begin sending data to your automation endpoint
• Monitor imports regularly to ensure continued success