Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Keep duplicate and incomplete roster rows out of shared CSVs.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Turn form submissions into consistent CSV rows with gaps visible.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
Check monthly exports before placing them in the shared folder.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Import customer files and surface records that need review.
See new and changed customers in your list, plus a report of entries needing your review after a JSON export.
Build review CSVs with approved columns and reconcile row counts.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.