Data

How to use Import Validation Rules in Customer Flow

Configure required, format, unique, FK, and range rules used when files are validated.

Where to find it: Left menu → Data Management → Import Validation Rules

Data import, validation, and migration in Customer Flow — Watch the video on the Data import and migration page — A still from the Data import and migration video. Play it on the Data import and migration watch page, then follow the steps below in your workspace.

Every step

Step 1
Open the screen
Left menu → Data Management → Import Validation Rules. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Do the work
Add rules for the entity you are about to import. FK lookups must use a supported table.
Step 3
Check it saved
Bulk dry-run should fail rows that break the rules — not after commit.

Questions people ask

Do I need to log in to use Import Validation Rules?

Yes. Import Validation Rules is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Import Validation Rules in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Where do I fix failed rows?

On Bulk Data Import — download the error CSV, fix the file, re-upload.

← All dashboard screens

How to use Import Validation Rules in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related

How to use Import Validation Rules in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related