Product Requirements Document (PRD): Data Import Feature
Objective
Implement a data import feature in Agency Handy that enables users to upload files, view and edit the data in a table format, map and validate column names, and handle mismatched or missing data effectively.
Business Need
Efficient Data Management: Provide a streamlined process for importing large datasets. Error Handling: Ensure data accuracy by allowing users to edit, map, and validate the imported data. Flexibility: Allow customization of column mappings to align with the system’s data structure. User Goals
Upload a file and view its data in an editable table. Map imported columns to system-defined fields easily. Validate and fix errors, including mismatched or missing data, before finalizing the import. Functional Requirements
1. File Upload
Supported Formats: CSV, XLS, XLSX. Drag-and-drop file upload option. File selection from the user’s device. Check file size (max 10MB). Ensure the file has at least one row of data. 2. Data Preview Table
Show imported data in a tabular format. The first row of the file is treated as the column name by default. Allow users to edit individual cells directly in the table. Add inline validation for required fields or incorrect data types. 3. Column Mapping
Automatically map file columns to system fields based on matching names. Display a dropdown for each column header to allow users to map file columns to system fields. Highlight unmapped columns for user attention. Enable users to rename columns directly in the mapping interface. 4. Data Validation
Mark required fields and validate that all rows contain data for these fields. Highlight mismatched data (e.g., incorrect formats like text in a numeric column). Provide a validation summary listing all issues. Allow users to edit mismatched or missing data directly in the table. Show inline tooltips or error messages to guide corrections. 5. Finalization and Import
Provide a summary of rows to be imported, skipped, or corrected. Show a progress bar during the import process. Notify users of successful imports and provide a download link for any skipped rows or errors. Non-Functional Requirements
Performance: Handle imports with up to 10,000 rows without noticeable lag. Security: Ensure file uploads are scanned for malicious content. Scalability: Support larger datasets in future iterations. Future Scope
Template Downloads: Provide downloadable templates for users to format their data correctly. Saved Mappings: Allow users to save frequently used column mappings for reuse. Integration with API: Automate imports via API for recurring tasks. Advanced Validations: Add regex-based custom validations for specific fields. Acceptance Criteria
Users can upload a file and view its data in an editable table. The first row is treated as column names by default, with an option to edit or map them. All required fields are validated, and users are notified of missing or incorrect data. Users can finalize the import only after resolving validation issues. A progress bar is displayed during the import process, and users are notified of success or errors. This feature will empower users with a robust and user-friendly data import mechanism, ensuring data integrity and flexibility.
AgencyHandy
Import