Import messy customer spreadsheets into your SaaS product automatically
New customers send spreadsheets in every shape. The agent maps them to your format, flags bad rows and finishes the import without a support ticket.
- Reach it by
- Web
- Slack or Teams
- Who can use it
- Your new customers, and your onboarding and support team
- Works in
- Your product's import API · CSV and Excel files · Your email or in-app upload · Your help desk, for the rare ones it can't finish
The problem
Every new customer sends their data differently. One has "First Name" and "Last Name", the next has "Contact", and the third has merged cells, three date formats and a tab called "USE THIS ONE".
Your import tool rejects it, the customer opens a ticket, and someone on your team spends an afternoon fixing columns by hand. Onboarding stalls for a week, and that week is when customers decide whether they'll stay.
What your agent does
- A new customer sends a spreadsheetUpload in your app or attach it to an email
- Your agent maps it to your formatMatches columns to your fields, using your rules
- Bad rows flaggedMissing emails, duplicate IDs, impossible dates
- A preview for the customer
- Customer confirms the import
- Imported through your APILogged, with the original file kept
What you get
- New customers get their data in during their first session
- Fewer import tickets for your support team
- Bad rows caught before they reach your database
- A log of every import with the original file
Who approves what
The customer sees the column mapping and every flagged row before anything goes in, and confirms the import. Nothing overwrites existing records without their say. Your team sets the field rules and can review any import before it runs.
Common questions
- What if a column doesn't match any of our fields?
- It asks the customer what it is, with a short list of likely fields. If it still isn't clear, it hands the file to your team with the open questions written out.
- Does it write to our database directly?
- No. It goes through your import API or the same path your own import tool uses, so your validation rules still apply.
- Can an import be undone?
- If your API supports deleting or rolling back a batch, yes. Every import is logged by batch so your team can find exactly what came in.
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What job would you hand to an agent?
Book a free 15-minute call. Tell us the job that eats your week and we'll tell you how an agent would handle it and what it would cost.