With core data elements in place, you can start importing additional qualitative data. Leveraging the custom unique ID field imported in Stage 2, these additional data points can match directly to existing records.

For example, a secondary import file might look like the following upon upload to Slate:

Testing the Import Process

When testing the secondary import process, follow the steps below to ensure that the data is imported in the manner desired:

1. Upload the file in a production environment.

2. Map the data from the file to the appropriate destinations within Slate, including both field value and static mappings. DO NOT run the import.

3. Refresh the test environment.

4. Run the import in the test environment. Evaluate if the data was imported as intended.

5. If any adjustments are needed, make the necessary changes in production, refresh the test environment, and run the import in test again.

6. Repeat the process until the data is as desired in the test environment.

7. Once the data is importing as expected, run the import in the production environment.