Index
Importing a large file requires more than one upload field. The operation needs to understand what will be accepted, monitor processing and correct errors without repeating records already recorded.
How to evaluate this decision
Separate receipt, validation and application of data. Define whether the file should be accepted in full or in groups and how to present line errors. Establish keys to recognize repetition. The user must be able to review a summary before committing relevant changes, especially when the file alters existing records.
Criteria for comparing proposals
- Preview: show totals, inconsistencies and impact before application when necessary.
- Processing: Maintain retrievable progress without relying on an open tab.
- Fix: Allow resubmitting rejected items without duplicating approved ones.
A scenario to discuss with the supplier
Hypothetical example: the connection drops after part of a catalog is imported. When resending the file, the system identifies the previous processing and avoids registering the same products again.
What to validate upon delivery
Test invalid file, interrupt and resend. Compare input, accepted, rejected and updated totals, leaving the origin of each change traceable.
Prepare the conversation about the project
Quantum9 can implement importers with specific rules. Bring anonymized examples, volume and update policy to define validations and an operational experience that does not depend on direct correction at the bank.
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