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CSV tools support controlled bulk maintenance. The import preview is the final opportunity to correct a row before applying it.

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Safest workflow

1

Download existing data

Start from the directory’s export so headers, IDs and current values remain intact.
2

Keep identifiers unchanged

When updating existing rows, preserve the exported id. Keep LISS external identifiers exactly aligned with the source system.
3

Upload and review

Open the CSV import, choose the file and inspect every parsed row. Correct validation errors in the review table or source file.
4

Choose the import mode

Select Upsert when existing exported IDs should be updated and new rows added. Select Add new rows only when existing records must remain untouched.
5

Apply and reconcile counts

Apply the reviewed rows and compare added/updated counts with the intended change.

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Learner columns

The learner export/import includes the fields used by the directory, including record ID, name, external ID, year level, priority, funded hours and always-support status.

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Staff columns

The staff CSV headers are:
Working days must use the format accepted by the preview. Use a downloaded export as the reference rather than guessing.
CSV import does not delete records. Deletion is a separate, explicit directory action.
Spreadsheet applications can alter long identifiers or dates. Re-open the final CSV as plain text or inspect the SupportWise preview before applying it.
Screenshot placeholder SW-018: CSV import review showing valid rows, a validation error and the two import modes.