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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Import History is the admin page at /settings/imports that lists all data import batches for the current organization. Each row shows the import status, entity type, record counts, and provides a drill-down sheet for batch-level details.

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Overview

The page fetches all import batches for the current org via useImportBatches(orgId) and displays them in a DataTable. Statuses include completed, importing, pending, mapping, validating, ready, failed, and rolled_back. Clicking a row opens ImportBatchDetailSheet with full batch information. Users with pf.import.upload can also initiate new imports via the Upload button, which navigates to /settings/imports/upload.

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Who it’s for

Requires permission pf.import.upload.

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Before you start

  • You must hold pf.import.upload to access this page.
  • Imports operate in several stages (pending → mapping → validating → ready → importing → completed/failed).
  • Failed imports should be reviewed with an SME before re-attempting.

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Steps

  1. Navigate to Settings → Imports (/settings/imports).
  2. Review the list of import batches. The status badge shows the current state of each batch.
  3. Click a row to open the detail sheet and inspect record counts, errors, and column mappings.
  4. To start a new import, click Upload (requires pf.import.upload) to go to /settings/imports/upload.
  5. To run the onboarding import workflow, navigate to /settings/imports/onboarding.

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Key concepts

Import batch — a single import operation represented as a ImportBatchRow in the pf_import_batches table. Contains entity type, status, and record counts. rolled_back status — indicates the import was reversed. Confirm rollback mechanics with an SME.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/import/pages/ImportHistoryPage.tsx