---
title: "Create a saved import"
canonical_url: https://zentrik.ai/docs/product/saved-imports
markdown_url: https://zentrik.ai/docs/product/saved-imports.md
category: "Product guides"
learning_track: "discovery"
last_reviewed: 2026-09-21
---

# Create a saved import

Reuse a source selection on demand or on a schedule. Test changes before activating them.



## Set up a saved import

Use a one-time import when you want to choose particular records now. Use a saved import when Zentrik should reuse the same source boundary on demand or on a schedule.

1. Connect the source under **Settings → Integrations**.
2. Open **Settings → Integrations → Imports**, select **New saved import**, and define what can be imported and where it belongs.
3. Select **Create draft**. A source preview is an optional spot check while you refine the rules.
4. For supported conversation sources, choose whether to organize external attendees as People. Missing Account creation remains a separate opt-in.
5. Select **Test draft**. Testing does not import records or change what the active import has already processed.
6. After a successful test, select **Activate tested draft**. Keep it **On demand** or choose an interval, then review results under **Runs** or **Imports → History**.

Changes to an active import stay in a new draft. The active version keeps running until the changed draft is tested and activated.

## Check the result

Open **Runs** or **Imports → History** after the first run. Check the created records and item-level errors. Resolve unclear account or participant matches before expanding the import.

## Related guides

- [Studies](https://zentrik.ai/docs/product/idea-studies)
- [See an idea before you build it](https://zentrik.ai/docs/product/imagine-ideas)
- [Choose an idea status](https://zentrik.ai/docs/product/idea-statuses)