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Import and convert helps you move definitions from tools you already use into Planasonix graphs. You keep institutional knowledge (sources, joins, business rules) while gaining a unified canvas, orchestration, and governance in one platform.

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Supported source platforms

The import service maps external metadata into Planasonix nodes and edges. Coverage depends on the artifact you supply and the platform version; treat the first converted graph as a draft you harden with preview runs and peer review.
Importers translate intent, not always line-for-line behavior. Always run validation jobs and compare row counts, keys, and business metrics against the legacy system.

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Import wizard steps

1

Choose source platform

Select the originating tool. The wizard adjusts required uploads or API connections.
2

Provide artifacts or credentials

Upload export files (for example, .dtsx, Alteryx .yxmd, dbt project archive) or connect read-only credentials where a live scan is supported.
3

Map connections

Match imported logical connections to Planasonix connections. Name alignment reduces manual edits in each node.
4

Review conversion report

Open the report for warnings (unsupported features), approximations (changed semantics), and manual tasks (scripts, custom components).
5

Generate the pipeline

Planasonix creates a draft graph in your selected project or folder. Nothing runs against production until you configure schedules and destinations.
6

Validate and harden

Preview data, fix red nodes, replace placeholders, and add variables for environment-specific values.
Import into a dedicated migration/ folder per source system. That keeps draft graphs separate from production-grade pipelines until sign-off.

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Bulk import

When you bring many artifacts at once:
  • Batch upload multiple files of the same type; the wizard queues conversion jobs and emails or notifies when reports are ready.
  • Naming conventions: Apply a prefix (ssis_, alteryx_) so search and permissions stay manageable.
  • Ownership: Assign a default project and technical owner for the batch so follow-up work does not stall in an unassigned queue.
Bulk import can create hundreds of draft graphs. Gate promotion with peer review and automated smoke tests (row counts, key uniqueness) before you attach schedules.

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After import

Pipeline canvas

Edit graphs, preview data, and debug runs.

Templates

Save a vetted post-import pattern for the next wave of migrations.