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Screens / Knowledge and setup

Import data

Take a spreadsheet in, match its columns to the product's fields and check the rows before anything lands.

For: Admins and operators bringing in records.

Markdown

2 ways to lay it out

1. Drop, map, review

Pick it when: The default: a file arrives, columns are matched, rows are checked, then it lands.

A step bar across the top and the current step below it: the dropped file, the column mapping, the row check.
  • Data importProDrop a spreadsheet, then see what was read: rows, columns with sample values, and rows that couldn't be read.
  • Column mapperProMatch file columns to the object's fields.
  • Import reviewProHow many rows are ready, which need fixing and why, grouped by kind of problem.
  • StepperProThe steps of the import, with where the person is.
  • Reconcile tableProRows that would update records already there, matched against them: conflicts show both values, and the person resolves each.
Install drop, map, review

Pro and Premium items need a licence key; free ones install as they are.

2. Large file with progress

Pick it when: The file is big and the import takes time.

A measured progress bar with the rows done, and the problems found so far listed beneath.
  • ProgressFreeA bar for work whose progress is measured: an upload, an import, an index.
  • Import reviewProRows that need fixing, so far.
  • Task trayProBackground work as one pill, so the person can leave the page.
Install large file with progress

Pro and Premium items need a licence key; free ones install as they are.

Rules that matter most here

Brief for a coding agent

Paste this into the agent that builds the screen. The docs MCP server returns the same text from get_screen.

Build a data import with Candor UI.
DataImport takes the file and shows what was read: rows, columns with sample values and rows that couldn't be read, with why.
ColumnMapper matches file columns to the object's fields. A column it can't match starts unmapped; don't preselect a guess.
ImportReview groups rows by kind of problem and says how many are ready.
Show Progress only where the figure is measured. For a long import, move it to a TaskTray pill.
Before the import lands, say how many rows are created or changed and whether it can be undone.

Start from the "Drop, map, review" layout: A step bar across the top and the current step below it: the dropped file, the column mapping, the row check.
Candor items: data-import (https://candor.themethodic.com/docs/data-import.md), column-mapper (https://candor.themethodic.com/docs/column-mapper.md), import-review (https://candor.themethodic.com/docs/import-review.md), stepper (https://candor.themethodic.com/docs/stepper.md), reconcile-table (https://candor.themethodic.com/docs/reconcile-table.md).
Install: npx candor-ui add data-import column-mapper import-review stepper reconcile-table
Read each item's docs before using it and take its props from there; don't guess them. Pro and Premium items need the person's licence key, which they add with `npx candor-ui key <key>`; don't ask for it.