Align calendars, import records, verify file transfers. Every one is ready to run, and you can adjust it in plain language.
Find approved rows with missing fields in each transfer report.
Get approved records into your target table and a dated report showing which rows transferred or need fixing.
Check incoming activity files and report rejected rows.
Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.
Put valid case rows into the approved CSV layout and flag rejected rows.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.