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OneSchema

Build an embedded importer around a reusable spreadsheet template. Give users rules for fixing rows and choose how validated records reach your app.

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Which OneSchema workflow fits a customer upload?

Use the Embedded Importer when a person should upload a file, match columns and review errors inside your app. Create a template for the fields you expect and connect the importer to your app. OneSchema also offers FileFeeds for ongoing file workflows.

The template describes the expected output, including which fields are required and what kinds of values are allowed. Your app still decides how to associate the finished records with a customer and write them to its database.

How would you handle an unclear spreadsheet value?

On paper, sketch a fictional inventory spreadsheet with an Item Number column and a date written as 03/04. Write the destination column names and the exact date format the app expects.

  1. Choose the mapping
    Match Item Number to Item ID and keep leading zeros if they are part of the ID. Write which columns are required.
  2. Choose how to review the date
    If the source does not establish whether the date means March 4 or April 3, mark it for review. Decide whether your workflow should hold the whole file or let other rows proceed.
  3. Define a completed handoff
    Write how your app will recognize that the cleaned rows arrived and were saved. If the destination receives batches, decide how to handle a repeated batch. Stop at the written plan.

What can you keep after the import?

You can export the template configuration as JSON. That file describes the expected fields and validation rules. For the processed rows, OneSchema documents a webhook to your app, download links for CSV, Excel or JSON, and delivery to a storage location you configure.

Keep your app’s records separately. OneSchema documents a seven-day default retention period for personally identifiable information uploaded through the Embedded Importer, with configurable retention. Confirm the setting and export any permitted outputs you need before relying on a later download.

How does OneSchema count importer usage?

OneSchema documents annual consumption by successfully imported files. Files imported in its documented development mode do not count toward that metric. The Embedded Importer pricing page points to a quote for file-consumption tiers.

Ask for the expected annual file allowance and the plans or options your delivery and retention setup needs. The cost of storing or processing the rows in your app is separate.