Data onboard
Bring an organization's data in from anywhere — Follow Up Boss, Zoho Books, an association roster, any CSV. Upload, map the columns, dry-run the reconcile, then stage. Nothing writes until you stage, and staged batches commit through the confirm gate.
1 · Upload
map: MIGRATION-CRM.md
Drop a CSV here or click to choose · parsed in your browser, nothing uploads yet
2 · Map columns
| CSV column | Sample | PURE field |
|---|
3 · Dry run
How commit works. Staging tags every row with a batch id. Committing a batch into live tables (and rolling one back) is a governed write —
mcp_import_stage / mcp_import_commit are landing with Code; until then Stage fails honest and your file never leaves this page. Plans: MIGRATION-CRM.md · MIGRATION-BOOKS.md.