Intelligent field mapping auto-detects your data structure. Import from 7 named platforms or upload your own CSV — we handle the heavy lifting. No implementation consultants, no six-month projects.
From CSV or from a named source — the flow is the same. Preview, validate, confirm.
Export data from your CRM, project tool, or upload a CSV. We will read and map your data structure.
Our engine auto-detects columns and suggests the best matches. Review and confirm with one click.
Run a preview, validate relationships, and import your full dataset. All in seconds. Zero data loss.
Every entity maintains relational integrity automatically. Download templates and start mapping in seconds.
Bring over closed deals, past invoices, completed projects, and time logs from previous years. Your dashboards are populated with real data from day one.
Revenue trends, deal velocity, win rates, and forecasts from historical data.
Invoice history, payment status, expense trends, and cash flow baselines.
Project timelines, completion rates, and resource utilisation metrics.
Load over 460 realistic demo records across all entity types. Test workflows, explore dashboards, and see how your data will look — then wipe clean before going live.
Most firms are productive in 1–2 days. We’ll walk you through a live import of a sample of your data before you commit.