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Model your operation, not ours.

Each record keeps typed core columns for speed and reporting, plus a validated document for the fields only your business has. Add fields and whole record types in the schema studio, then bring in what you already have from a spreadsheet.

What you can do

  • Nine field types: text, number, currency, date, select, yes/no and more
  • Required flags and validation, enforced on every save
  • Every change is a new schema version, so existing records stay valid
  • .csv, .tsv and .txt imports up to 10 MB or 20,000 rows, with a visual column mapper
  • Every row is checked before anything is saved; re-importing updates matching codes instead of duplicating

Good to know

  • Import reads delimited text files. Export from your other system as CSV first.

Illustrative previews with sample data.

Ready to bring your data together?

Create a workspace, import your customers from a CSV, and give your team one place to work from.