Recurring workflow use case
Turn exported Excel or CSV files into the upload structure you need
If you repeatedly reshape an exported file before importing it into another system, save the column and value transformations instead of rebuilding the upload file by hand.
- The import template requires different column names and ordering
- The same fixed values or codes must be entered before every upload
- Dates, phone numbers, or status values must be reformatted for the destination
- Keep the required output columns and move them into the destination order
- Set output names, fixed values, mappings, and conditional rules together
- Preview the result and download CSV or XLSX for the import workflow
Recurring workflow
Reuse the same rules on the next file
Save the column order, output names, value mappings, fixed values, and conditions once, then apply the same setup to the next file of the same type.
- 1 Upload an Excel or CSV file
- 2 Configure column, value, and row rules
- 3 Review the transformed preview
- 4 Download CSV or XLSX