Every supplier, property manager and partner sends the same kind of list in a different layout. In the end, someone retypes the rows into the system by hand, every single time.
This turns any incoming Excel or PDF list into master data: an AI maps the columns that arrived onto the application’s fields, a staff member confirms the mapping once, and the records get created in the right place. The original file always stays attached, in case anyone needs to check it later.
In use at a building-services company: occupant lists arriving from many different property managers in all kinds of Excel and PDF layouts get taken over this way, along with technician qualification lists from a spreadsheet.
What ports as-is
- The whole intake path from the incoming file to confirmation
- A guided wizard with plain-language steps and a match against existing records
- The original file gets stored with every record it produced
- No record gets written before it is confirmed
What we build for you
- Which object and which fields end up filled in
- Which file formats get accepted, tuned against real sample lists
- How new rows get matched against existing master data
- How uncertain rows get handled
