Preparing for Fall: Best Practices for Imports & Data Hygiene

The end of the academic year is the perfect time to clean house. Whether you’re updating user records, preparing imports, or getting ready for community expansion, a little planning now saves a lot of headaches later. 

In this session, Dori Branch, Director of Customer Success, will share best practices and common pitfalls to avoid. Vaishnavi Sambrekar, Lead Product Manager, will walk through new reporting capabilities that account for historical user types, so your data tells the full story even as roles change. 

• Data Hygiene — Practical steps for auditing, deduplicating, and cleaning your data before importing new records 
• Imports — Tips for structuring, validating, and running clean imports so new data lands correctly the first time 
• Mentorship Program Reset — How to close out your current mentorship cycle and prepare for the next cohort, including feedback surveys, ending matches, resetting membership, and setting up invitations 
• New Historical User Type Reporting — How updated reporting captures user type changes over time, giving you data flexibility in how you report on your community 
• Platform Readiness for Community Expansion — Setting the foundation now so your platform is ready to grow 

You’ll walk away with a clear checklist for summer prep and a better understanding of the tools available to make the process easier.