Requirements and Design Document Drafting for Customer Data Import and Migration: Forms and Interactions

Data for this category originates from customer legacy systems, CSV or Excel templates, database exports, and product import logs. Update frequency

Data Characteristics for This Category

Data for this category originates from customer legacy systems, CSV or Excel templates, database exports, and product import logs. Update frequency varies per individual task, with no fixed cycle. Daily deliverables include data templates, migration plans, field mapping tables, and migration validation reports. Data fields cover basic customer information, business transaction records, and similar categories. There are no uniform mandatory units; matching must follow the field rules of the customer’s original system.

Constraints Imposed on Forms and Interactions

Data sources are diverse and lack a unified format. External systems or subsequent nodes must implement data source upload logic, supporting CSV and Excel formats. Database interface calls must also be implemented by external systems or subsequent nodes. Update frequency varies per task, so external business systems or subsequent nodes must support temporary adjustments to field mapping rules. Daily deliverables rely on field mapping tables, so external business systems or subsequent nodes must implement mapping configuration logic to reduce manual entry errors. Errors can have severe consequences, so external business systems or subsequent nodes must implement pre-validation and failure rollback logic to safeguard data security. Additionally, the design must align with the operational habits of implementation personnel, simplify complex field matching steps, and lower the barrier to entry.

Configuration Guidelines

The following configurations are based on FastGPT v4.17.0.

Configuration ItemRecommended ApproachRationale
Form Input Node formInputTest example: Select 3 fields from customer data import and migration as required inputs. Actual fields are determined per taskThis node collects user input. Missing required items must trigger interaction status checks to prevent subsequent nodes from receiving incomplete input
User Selection Node userSelectTest example: Set 2 business options, verify corresponding branches one by oneThis node handles user selection. Querying and filtering records related to customer data import and migration must be implemented by subsequent interfaces or external systems
Post-Submission Field PassingTest example: Prepare 10 customer data import and migration input samples, covering full completion, missing required items, and canceled operationsCompare input and node output to verify if subsequent nodes receive corresponding fields. Result thresholds are determined per actual task
External Implementation Item: Data Source Upload FormatMust be implemented separately by external systems. Supports CSV and Excel format uploads. Direct database connections must be implemented by external systems or subsequent nodesCovers most common formats for customer data exports
External Implementation Item: Field Mapping Validation RulesMust be implemented separately by external systems. Calibrated based on actual testingAdapts to field differences across customer systems, preventing misalignment caused by forced matching
External Implementation Item: Import Failure Retry CountMust be implemented separately by external systems. 3 retriesBalances data import success rate and system resource usage

Three Common Mistakes

  • Target fields show empty after import. Observable symptoms: Target fields have no corresponding data. Verification steps: Check if external systems or subsequent nodes have configured field mapping rules in the formInput node. Confirm that uploaded data fields match the mapping rules.
  • Import process times out and interrupts. Observable symptoms: Import task stops midway and returns a timeout prompt. Verification steps: Check if single import data volume meets batch limits configured in the external system or subsequent node where the formInput node resides. Confirm if import tasks have been split.
  • Uploaded Excel template displays no data. Observable symptoms: No data fields load after template upload. Verification steps: Check if the uploaded file format meets preset requirements. Confirm if external systems or subsequent nodes have configured format compatibility logic.

How to Verify Proper Configuration

  • Upload a small batch of test data. Check if external systems or subsequent nodes automatically recognize the data source format and load the field list.
  • Configure field mapping rules in the formInput node, then perform a simulated import. Check if external systems or subsequent nodes generate corresponding migration validation preview data.
  • Trigger a failed import. Check if external systems or subsequent nodes display clear error prompts and log access entries.
  • Adjust mapping rules in the formInput node. Confirm that external systems or subsequent nodes update preview content in real time, without requiring re-upload of the data source.

The values provided are common starting points and should be measured against the reader's own samples.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.