Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Convert emailed contact exports into CSVs for team review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
Deliver checked roster CSVs with exceptions for the next team.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Deliver a dated extract colleagues can use for monthly reviews.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Prepare CSV files and row counts for recurring team handoffs.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.