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Workbook Imports

Workbook Imports let you bulk-load talent profiles, skills, and certifications from a spreadsheet instead of onboarding people one at a time. Imports follow a safe three-step flow — Upload & Preview → Review → Commit — so nothing reaches the platform until you approve it, and a committed import can be rolled back.

Browse import history​

  1. Navigate to Admin → Import.
  2. The table lists every import run with its source file, template version, status (Pending, Reviewing, Committed, Rolled Back), and row counts (total, accepted, rejected).
  3. Click Review on any row to open its detail page. Use Refresh to update the list.
📷 ScreenshotWorkbook import history with per-run status and row counts/admin/import

Start a new import​

Use the Illumera Standard Import Template v1.0 (XLSX). Graphable Talent Matrix v2.4 exports are also accepted and auto-converted.

  1. From Admin → Import, click New Import (/admin/import/new).
  2. Click Download Template if you need the blank workbook.
  3. Select a company to attach the imported talent to.
  4. Select the XLSX file (max 10 MB, .xlsx only).
  5. Click Upload and Preview.
  6. Review the preview: total / accepted / rejected / skipped counts, any warnings, and the per-row breakdown (person, skill, certification, partner). A notice appears if a Graphable file was auto-converted.
  7. Click Continue to Review.
📷 ScreenshotThe new-import wizard showing the parsed preview/admin/import/new
Validate before committing

The preview is non-destructive — uploading parses and stages the rows but writes nothing to the platform. Read the warnings carefully, especially for auto-converted Graphable files.

Review and commit a run​

Open a run at /admin/import/runs/:runId to work through its rows.

  1. If the run is Pending, click Start Review to move it into reviewing mode.
  2. Filter rows by type and status. For each row, click Accept or Reject, or use Accept All to approve every eligible row at once.
  3. When no rows remain pending, click Commit Import. The summary reports how many profiles, skills, and certifications were written, and how many partner rows were queued.
📷 ScreenshotReviewing individual import rows before committing/admin/import/runs/:runId
Partner rows are queued separately

Rows of type partner are not committed as talent — they are routed to a separate partner queue and are excluded from the pending-row count.

Roll back a committed import​

  1. Open a Committed run and click Rollback….
  2. Optionally enter a reason and click Confirm Rollback.
Rollback permanently removes skills and certifications

Rolling back soft-deletes the profiles created by the import, but the skills and certifications it wrote are permanently removed. This action cannot be undone — confirm you are rolling back the correct run.