Improved Import Experience

Improved Import Experience

Improved Import Experience 150 150 Michael Beumer

On Monday, November 23, we’re excited to roll out significant enhancements to the Nextpoint import experience in all databases. This update (phase 1 of 3) makes it easy to kick off an import from your File Room, and subsequent import steps are simpler and more streamlined. We built in a new guided workflow and recommended import settings aligned with the type of data you’re importing. 

Streamlined Navigation

We understand evaluating and importing data can be a complex process.  From that understanding and listening to our users’ needs for simpler importing, we developed a guided import experience which will ensure users can navigate the process with greater clarity and ease.

To get started on the guided import, you can now initiate an import directly from your Nextpoint File Room. To begin, click the blue ‘Import’ button next to any folder in the File Room, or check boxes next to individual files and click ‘Import Selected’. If initiating your import from the File Room, Nextpoint will recognize the type of data you selected, whether it be a single mailbox, loose files, or produced data with a load file.

If you prefer to initiate your imports via the DATA > Imports tabs, you can continue to do so.  The difference you will notice in starting from this location will be the added Data Type selection in Step 1.  After making this selection, you will meet the Import from File Room sequence at Step 2, Import Data Settings.

Smarter Import Settings

Once you have selected your data from the File Room and the data type has been selected, the next step of the guided workflow is to evaluate your Import Data Settings in Step 2.  

Several key findings from speaking with our users revolved around the complexities Deduplication and DeNIST add to an already complex topic of importing.  We wanted to ensure Nextpoint worked smarter for users, and thus, we added pre-set recommendations for Deduplication and DeNIST settings based on which type of data is detected from the File Room (or selected in Step 1).  

In addition to these smarter import settings, we moved the Deduplication and DeNIST settings out of a separate Settings tab location and into the import workflow, making all applicable settings for imports accessible to you when they are needed.  

The full list of Import Data Settings includes:

  • Confirm Type of Import
  • Selected files for import
  • Name your import batch
  • Select Custodian to assign on Import
  • Select a Folder to which the files should be added upon import
  • Deduplication and DeNIST settings

Setting the Stage for What is Next

While we are excited for the immediate improvements you will recognize from the guided import and smarter import settings of phase 1 of this project, we are looking forward to the impact phases 2 & 3 will make on your experience.  All changes encompassed in this first phase are the initial steps to launching load file mapping (phase 2) and metadata overlays (phase 3) in the coming months. Stay tuned for updates as we kick off 2021!

To learn everything about these new functionalities and how to maximize its potential, check out our Nextpoint Help Center article on How to Import.