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Data Import Preparation Checklist

Ready to import your data into Fairly Made? Use this checklist to ensure a smooth and successful data integration process.

☐ Complete the Data & IT Assessment

Take our 5-minute assessment to get personalized guidance and support recommendations for your specific setup.

📋 Action: Complete the assessment here

✅ Done when: Assessment submitted and recommendations received

☐ Identify Your Data Team

List who owns each data type and appoint a project coordinator to oversee the import process.

📋 Actions:

  • Identify owner for supplier data
  • Identify owner for product data
  • Identify owner for component data
  • Identify owner for packaging data
  • Appoint a project coordinator

✅ Done when: All data owners identified and coordinator appointed

☐ Locate Your Data Sources

Document where each required data type is stored in your organization.

📋 Actions:

  • Map supplier data location (PLM, ERP, Excel files, etc.)
  • Map product data location
  • Map component data location
  • Map packaging data location
  • Note which departments manage each data type

✅ Done when: Complete data source mapping documented

☐ Verify Data Access

Confirm you can extract and export data from your systems in the required formats.

📋 Actions:

  • Test Excel export capability from your systems 
  • Test CSV export capability from your systems
  • Confirm data access permissions for your team
  • Identify any IT support needed for data extraction

✅ Done when: Successfully exported sample data in Excel/CSV format

☐ Verify Data Completeness

Ensure you have all the data required for your specific project needs.

📋 Actions:

  • Review required data fields from the Fairly Made data model
  • Check data completeness for each category
  • Identify any missing data that needs to be collected
  • Plan how to fill data gaps (supplier requests, internal research, etc.)

✅ Done when: Data completeness assessment complete and gap-filling plan in place

☐ Check Platform Access

Ensure you and your team can access the Fairly Made platform with appropriate permissions.

📋 Actions:

  • Test login at app.fairlymade.com
  • Verify your user permissions
  • Confirm team members' access and permissions
  • Request additional access if needed

✅ Done when: All team members can successfully log in with proper permissions

☐ Connect with Fairly Made

Identify your main contacts and ensure you have the support you need.

📋 Actions:

  • Identify your dedicated analyst
  • Identify your customer success manager
  • Identify your technical account manager (for API connections)
  • Save contact information for future reference
  • Email your actual Fairly Made referent if you need to identify your contacts

✅ Done when: All key contacts identified and saved

🎯 Next Steps

Once you've completed this checklist:

  1. Choose your import method (Spreadsheet Template, API, or SFTP)
  2. Download the appropriate template or set up your chosen integration
  3. Begin data preparation following Fairly Made guidelines
  4. Schedule a kick-off call with your Fairly Made team

📞 Need Help?

  • Technical questions: Reach out to your technical account manager or your Fairly Made referent under this link
  • Data guidance: Contact your dedicated analyst

💡 Pro Tip: Complete these steps in order for the smoothest experience. Don't hesitate to reach out to your Fairly Made team if you need assistance with any step!

This checklist is designed to be printed or saved digitally for easy reference throughout your data import project.