Import Wizard

Overview

The Import Wizard menu in Paradigm is a powerful tool that will help you import data or information saved or recorded in another file or application to Paradigm. This is very helpful in speeding up the process of data migration. Due to the complexity of this feature, our Support Team will handle the import, and with your data meeting our formatting requirements

Complexity: Expert



Assumptions

  • You have data information recorded in another file or application that you want to be imported to Paradigm;

  • You have the basic knowledge of MS Excel; and

  • You will follow the format requirements needed for us to import your data successfully to Paradigm.

 

Key Terms and Concepts


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Definition


Term/Concept

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Key terms and concepts

Requirements:

  • File must be in CSV format

  • All fields in your source file must be present in any future import attempts

  • All fields in the source file must be in the exact same order

  • All fields must have a value (with the exception of census date, min/max participants)

Implications

The Import Wizard is a complex feature with the potential to performing high-impact updates to data records. For this reason, we strongly advise that you seek advice from the Silverband Support Team prior to using this part of Paradigm



Workflow

 

  1. Click on the System tab within the side menu

  2. Click on the Import Wizard option within the side menu

 

 



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