> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supportwise.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Use CSV imports safely

> Export, prepare, review and apply learner or staff CSV changes.

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

## Safest workflow

<Steps>
  <Step title="Download existing data">
    Start from the directory's export so headers, IDs and current values remain intact.
  </Step>

  <Step title="Keep identifiers unchanged">
    When updating existing rows, preserve the exported `id`. Keep LISS external identifiers exactly aligned with the source system.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Apply and reconcile counts">
    Apply the reviewed rows and compare added/updated counts with the intended change.
  </Step>
</Steps>

## 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.

## Staff columns

The staff CSV headers are:

```text theme={null}
name,email,active,employment_hours_per_week,working_days
```

Working days must use the format accepted by the preview. Use a downloaded export as the reference rather than guessing.

<Info>
  CSV import does not delete records. Deletion is a separate, explicit directory action.
</Info>

<Warning>
  Spreadsheet applications can alter long identifiers or dates. Re-open the final CSV as plain text or inspect the SupportWise preview before applying it.
</Warning>

<Note>
  **Screenshot placeholder SW-018:** CSV import review showing valid rows, a validation error and the two import modes.
</Note>