Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Export approved data views with hidden fields left out.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Reconcile each import and surface rejected activity rows.
Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.