Align calendars, import records, verify file transfers. Every one is ready to run, and you can adjust it in plain language.
Keep monthly data deliveries checked and easy to find.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Record the row count or error for each incoming file.
Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.
Track customer list changes and review failed imports.
See new and changed customers in your list, plus a report of entries needing your review after a JSON export.