Introduction
The Problem
Goals
Research
Ideation & Design
Adding Import Formats
To improve efficiency for users managing large datasets, we introduced a way for users to import records in bulk using spreadsheets. However, because users collect and format their data differently, we needed a flexible solution that could accommodate various spreadsheet structures without requiring a strict template.
Role: UI/UX Designer
Tools: Figma
Users were spending significant time manually entering individual records into the system. While a spreadsheet import feature was a clear solution, the lack of a standardized format across users made this more complex. We needed a system that could adapt to different spreadsheet layouts, rather than force users into one rigid format.
Allow users to bulk import records using their existing spreadsheet formats
Minimize the time spent on manual data entry
Reduce errors in the import process
Decrease in time to create records
Positive feedback from users around import flexibility
We held informal discussions with users to understand how they were currently managing and importing data. Through these conversations, we validated that:
Users often had different columns, units of measure, and structure in their spreadsheets
Many users were frustrated when forced to reformat data to fit the current template
We decided on a mapping flow + saved import formats. We already offered a fixed-column spreadsheet template for record imports, but it lacked flexibility. With the new feature, users can either continue using the standard template or create a custom import format tailored to their spreadsheet structure.
We created and implemented the designs for:
A log to view imports
A way to switch between uploading the standard template or using a import format
A column mapping interface
A way to save a mapping as an “Import Format” for reuse
