Before you import new data and relationships, the system identifies and maps the best target fields based on the columns in the source file or the value of existing records. You can compare the target fields and the source file and accept or reject the system suggested mapping.

After the import operation is complete, it generates an import summary that shows the number of imported and rejected records. If your user role permits,

Data Director

saves the imported records as active records. Otherwise, if your user role is configured to trigger a review process,

Data Director

saves the imported records as pending records and initiates the review process associated with your role.