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Administrators can upload data files for import at /settings/imports/upload. This route requires permission pf.import.upload and renders ImportUploadPage from src/platform/import/pages/ImportUploadPage.tsx.

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Overview

The New Import page provides a drag-and-drop file upload area (useDropzone) supporting CSV, Excel, and JSON formats. After file selection the platform parses the file using the appropriate adapter (csvAdapter, excelAdapter, jsonAdapter) and displays a preview. Users select the entity type to import (hr_employee, ce_contact, hr_credential, rh_resident, fa_vendor, custom) and map source columns to destination fields via FieldMappingEditor. The page checks for duplicates via DuplicateReviewDialog before creating an import batch through useCreateImportBatch(). Progress is tracked via useImportProgress(). All import events are logged via useImportAudit().

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Who it’s for

Requires permission: pf.import.upload.

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Before you start

  • Your account must have the pf.import.upload permission.
  • Prepare your source file in CSV, Excel (.xlsx), or JSON format.
  • Identify the entity type for the records to be imported.

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Steps

  1. Navigate to Settings > Imports > Upload (/settings/imports/upload).
  2. Drag and drop your file onto the upload area or click to browse.
  3. Select the Entity Type that matches your data.
  4. Review the file preview and adjust field mappings in the mapping editor.
  5. Review and resolve any detected duplicates.
  6. Confirm and start the import batch.

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Key concepts

Entity type — Determines which table records are written to: hr_employee (employees), ce_contact (contacts), hr_credential (credentials), rh_resident (residents), fa_vendor (vendors), or custom. PHI masking — The file preview applies masking to sensitive columns to prevent PHI display during the mapping review step. Import batch — Each upload creates a tracked batch record enabling progress monitoring and rollback.

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/ImportUploadPage.tsx
  • src/platform/import/hooks/useImportProgress.ts