Loupe Importer
Convert a legacy Loupe HACCP plan into a MyHaccpPlan plan file with a guided 4-step wizard.
What this is for
The Loupe Importer is a super-admin-only tool inside the Admin panel (the Loupe Importer tab). It connects to a customer’s existing Loupe plan, shows you what’s inside, lets you map that content onto the customer’s MyHaccpPlan libraries, and produces a ready-to-open plan file you can download and hand off.
It’s a migration tool: use it once per legacy plan to move a customer off Loupe and into MyHaccpPlan. It does not sync — it’s a one-time conversion that ends with a downloaded plan file.
Because it touches another system’s data and every customer’s libraries, the tool is available only to Datahex super admins. Regular admins won’t see the tab.
The wizard has four steps shown in a stepper across the top — Connect → Preview → Map → Confirm — and ends with a success screen once the file downloads.
Common tasks
How to import a Loupe plan (full walkthrough)
- Open Admin → Loupe Importer.
- Connect — pick the customer this plan belongs to, enter the API key, and enter the Loupe plan id. Click Preview.
- Preview — review the counts and detected names (see below). Click Continue to mapping.
- Map — choose the libraries, diagrams, and risk-matrix mapping (see the dedicated tasks below). Click Confirm.
- Confirm — read the summary of what will and won’t be imported. Click Convert & Download.
- The plan file downloads to your computer, and a success screen appears. Click Start over to import another plan.
The API key is remembered in your browser between sessions, so you only enter it once. The plan id is per-plan — change it for each import.
How to read the Preview step
The Preview step is a read-only summary so you can confirm you connected to the right plan before doing any mapping. It shows:
- The plan name (and its French name if different).
- Company, address, and the standard detected in Loupe.
- Count cards for supplies (with their hazard count), processing steps (with their hazard count), S × P (hazards that carry a severity × probability rating, plus how many are CCP/PC), diagrams, and questions.
If any number looks wrong, go Back and re-check the plan id before continuing.
How to choose the libraries on the Map step
The Map step pulls the selected customer’s libraries (plus the global ones) so you can attach the right reference content to the new plan. For each field, the wizard shows the name detected in Loupe underneath, then a dropdown to pick the MyHaccpPlan equivalent:
- Incoming decision tree — pick from the customer’s incoming trees. See Decision Tree Library.
- Processing decision tree — pick from the customer’s processing trees.
- Standard — pick from the customer’s standards. See Standards Library.
- Risk matrix — pick from the customer’s matrices. The detected Loupe matrix is shown with its size (rows × columns). See Matrix Library.
You also choose how products are categorized — by supply type or by tag — using the Categorize products by dropdown.
If the customer doesn’t yet have a suitable decision tree, standard, or matrix, create or download it into their library first (via the Marketplace or the library articles above), then come back and import.
How to choose which Loupe diagrams to import
Loupe plans can hold several flow diagrams. On the Map step, the Diagrams to import checklist lists each diagram with its title and box count. All diagrams are selected by default.
- Tick or untick any diagram to include or exclude it.
- Use Select all / Select none to toggle the whole list quickly.
Each selected Loupe diagram becomes its own canvas tab in the resulting plan, so the multi-diagram structure carries over. See Processing Steps for how those diagram tabs work in the plan.
How to map the risk matrix axes
Loupe stores severity and probability as numeric row/column IDs that need to line up with the MyHaccpPlan matrix you picked. The Matrix mapping section handles this with a live preview:
- Which axis is severity? — choose whether the Loupe columns or rows represent severity (each option shows the axis label). The other axis becomes probability automatically.
- For Severity and Probability, pick the order — ascending or descending — so the lowest Loupe ID maps to 1, 2, 3… in the right direction.
- The lists below each control update live, showing each Loupe ID and the position it maps to (e.g.
3 → 1). Adjust the order until the mapping reads correctly.
How to read the Confirm step
The Confirm step splits into two columns:
- Will import — how many diagrams (of the total), supplies and their hazards, processing steps and their hazards, severity × probability ratings, CCP/PC, questions, and the chosen standard and risk matrix.
- Won’t import — items the converter does not carry over (decision-tree answers and standard items).
When the summary looks right, click Convert & Download to generate the file.
Screen reference
Stepper
| Step | What you do |
|---|---|
| Connect | Choose the customer, enter the API key and Loupe plan id, click Preview. |
| Preview | Review counts and detected standard / matrix / decision-tree names. |
| Map | Pick libraries, choose diagrams, set the categorize-by source, map the matrix axes. |
| Confirm | Review the will-import / won’t-import summary, then Convert & Download. |
Connect step
| Field | Description |
|---|---|
| Customer | The MyHaccpPlan customer the new plan belongs to. Drives which libraries are offered on the Map step. |
| API key | The Loupe API key used to read the source plan. Saved in your browser for next time. |
| Plan id | The numeric Loupe plan id to import. |
| Preview | Connects and loads the plan summary. |
Map step
| Control | Description |
|---|---|
| Diagrams to import | Checklist of Loupe diagrams (title + box count). Defaults to all selected. Each becomes its own canvas tab. |
| Categorize products by | Supply type or tag. |
| Incoming decision tree | Picked from the customer’s incoming trees. |
| Processing decision tree | Picked from the customer’s processing trees. |
| Standard | Picked from the customer’s standards. |
| Risk matrix | Picked from the customer’s matrices (Loupe matrix size shown). |
| Which axis is severity? | Columns or rows. |
| Severity / Probability order | Ascending or descending, with a live ID-to-position preview. |
FAQs
Who can use the Loupe Importer? Only Datahex super admins. The tab is hidden for regular admins and users — see Admin panel for the full list of super-admin-only tabs.
Does importing change the customer’s existing plans or libraries? No. The importer reads the customer’s libraries to offer them as mapping choices, but it doesn’t modify them. The output is a downloaded plan file — nothing is written to the customer’s cloud automatically.
What happens to each Loupe diagram? Every diagram you tick on the Map step becomes its own canvas tab in the resulting plan, preserving the multi-diagram layout. See Processing Steps.
What does the importer NOT carry over? As stated on the Confirm step, decision-tree answers and standard items are not imported. You map a fresh decision tree and standard from the customer’s library instead, then complete those evaluations in MyHaccpPlan.
The detected names don’t match anything in the customer’s library — what do I do? Add the matching decision tree, standard, or matrix to the customer’s library first (create one, or pull one from the Marketplace), then re-run the import and pick it on the Map step.
My severity and probability look reversed in the preview. Use the Which axis is severity? control to swap which Loupe axis is severity, and flip the ascending / descending order until the live ID-to-position preview reads correctly.
Where does the downloaded plan go after import? It downloads to your computer like any plan file. Open it in MyHaccpPlan and save it to the customer’s cloud storage to make it available to their team. See Cloud Storage.