Create and Run your first Import

An Import is one execution of your self-governing data integration process: load data from a source, apply transformations, validate against rules, optionally route through approval, then persist to the destination.

Prerequisites

• You are inside the correct Application.
• A Metamodel exists and is readable for you.
• At least one Import Template exists (this is what you choose when creating an import).
• You have the needed permissions for Import and (if you will persist) Persist.

Create an Import

1. Go to Imports and click New Import.
2. Select the Import Template you want to use.
3. Fill:
   • Name the Import
   • (Optional) add description
   • (Optional) Select the dataset/source to import. Only applicable when using a File Upload Import Template
4. Click Create to start the import process.

Understand the Import page

The Import page has four main tabs:

• Dashboard: overview (source and destination, rows and issues count).
• Data: view and edit the imported data in a grid (Quick edit, Filters).
• Validation Results: lists information/warnings/clearances from validation.
• Details: shows import metadata and the import’s Entities, Fields, Business Rules, and Transformations context.

Stages

WOODY.IO shows a stage indicator (middle/top) representing where the import is in the process:

• Load: data is loaded; transformations are applied in this step (Live Edit being an exception).
• Preparation: validation is run according to definition and rules.
• Approval: import is ready for review and approve/deny (if enabled).
• Persist: data is written to the destination.

States (detailed status)

Your import also has a detailed state (shown in Details as “Current State”).

• New
• Loading / Error Loading / Loaded
• Ready to Validate / Validating / Valid / Invalid / Adjusting
• Waiting for approval / Approved / Declined / Waiting for Comments
• Ready to persist / Persisting / Error Persisting
• Ready to archive / Archiving / Archived / Error Archiving

How to react to common states

• Invalid > go to Validation Results, got to Data, fix data, validate again.
• Waiting for approval > a user with the Approver role or approver permissions must approve or deny.
• Waiting for Comments > add required comment/s (commonly for warnings acknowledgement).
• Error Persisting > use Retry; if it repeats, escalate to the destination/system owner.

Control buttons

Top-right controls (not all are always shown):

• Reload: resets the import state back to New.
• Validate: runs validation and shows issues in Validation Results.
• Finish: persists (saves) data to the destination and completes the process.
• Retry: appears only if persist failed; retries persisting.

Viewing and Editing data (Data tab)

Quick edit (manual corrections)

In the Data tab, click Quick Edit and then select a cell to edit values in the grid.

Field editing

Whether a field can be edited after load depends on the Import Template’s field configuration (an “Editable” switch exists at the import template field level).

Filters

The Data tab supports filtering (including common filters such as issues or changes).

Logs and Comments

WOODY.IO keeps an import-specific history for auditing and collaboration. In the Import page, open the Details tab to access both Logs and Comments.

Import Logs

Use Logs to review what happened during the import (e.g., load, validate, edits, persist attempts, errors). This is the primary place to look when diagnosing why an Import is in a certain state (Invalid, Error Persisting, etc.).

Import Comments

Use Comments to leave context for other users (e.g., why a warning was accepted, what change was made, what an approver should check). Comments are also relevant when the import enters states like Waiting for Comments.

If you have any further questions, please feel free to Contact Us.