Ready

Import

Importing allows users to effortlessly incorporate external data into their data and workflows, ensuring a swift and efficient process.

Best Practices

1

Layout

Use consistent and intuitive layout and navigation. Importing files into Basis is typically done using a modal to help users focus on the task.

2

Labels

Clearly label and provide contextual information for each step of the process. This can be done using a step progress bar.

Do

3

 Drag-and-drop

Use a file drop to allow users to simply drag files into the interface to upload them. Use the file drop help text to explain any file type or size requirements. ¹

Do

Don't

4

Progress Bar

Include a progress bar or visual indicator to keep users informed of the import progress.

Do

5

Feedback

Provide immediate feedback on import errors. Provide additional information or links to help users correct any issues. ¹

Do

© 2026 Basis Technologies
© 2026 Basis Technologies
© 2026 Basis Technologies