Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Send checked roster CSVs and exception lists to the shared folder.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Check incoming record batches and flag entries that need correction.
Get valid records into your document collection, plus an import count and a CSV showing which entries need correction.
Check incoming customer exports and flag entries needing review.
See new and changed customers in your list, plus a report of entries needing your review after a JSON export.