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Import Wizard

Guides for preparing, uploading, mapping, previewing and committing CSV imports where the import feature is available.

Import Wizard

Import Wizard overview

Use the Import Wizard to bring CSV records into supported Fencify areas with source-aware field matching, preview checks and import history.

Import Wizard

Select import source

Select the CSV source platform and target import type so Fencify can suggest the right field matches for the import.

Import Wizard

Upload a CSV

Upload a CSV file into the Import Wizard, check the source and import type, and continue to mapping after Fencify stages the rows.

Import Wizard

Map import columns

Use the mapping screen to review source headers, suggested matches, required Fencify fields and metadata handling before preview.

Import Wizard

Save mapping template

Save an Import Wizard mapping template after reviewing CSV headers, destination fields and source profile details.

Import Wizard

Preview import rows

Use import preview to check each staged CSV row, normalised Fencify data, status counts and duplicate handling before committing selected rows.

Import Wizard

Review import warnings

Review Import Wizard warnings for duplicate matches, preserved source metadata and field issues before committing selected CSV rows.

Import Wizard

Commit an import

Commit selected Import Wizard rows after choosing duplicate handling and reviewing ready or warning rows.

Import Wizard

Import summary

Use the Import Wizard summary to review row statuses, created record references, skipped rows and post-import notes.

Import Wizard

Import history

Use Import history to review recent CSV imports by date, source, type, status, row counts, outcomes and template name.