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This walks you from an empty account to a customer’s data sitting in your app.
In a hurry? Go to Home, attach the customer’s export and say “build the migration for this customer”. The agent does every step below once you approve its plan.

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Before you start

  • A Vern account at app.vern.so.
  • A sample export from a real (or fake) customer of yours — CSV, Excel, a SQL dump, XML, or a ZIP of those.

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1. Create your templates

A template defines what your data should look like — the columns you need, and the rules each one has to pass.
  1. Go to Templates and click New.
  2. Choose Create with AI to have an AI draft your templates from a schema, spreadsheet or API docs, Upload LinkML file if you already have a vern_templates.yaml, or Create from scratch.
  3. Review the columns. Tighten anything the AI got wrong.
Generate templates with AI →

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2. Create a company

A company represents one customer you’re onboarding. It holds their workbook (one sheet per template), their files, and what Vern learns about them.
  1. Go to Companies and click Create.
  2. Enter the customer’s Name, and optionally the Source system they’re moving off.
  3. Pick the Templates that become sheets in their workbook, then click Create Company.
Learn more about creating a company →

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3. Import the data

Vern takes you straight to the import page.
  1. Drop in the customer’s files and click Start import.
  2. The migration agent reads them, maps them onto your templates and shows a Preview. Answer any questions it asks.
  3. When the preview looks right, click Run import.
Learn how import works →

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4. Check it

Open a sheet. Invalid cells are tinted red. Fix single cells by hand, or ask the workbook chat to fix a whole column. Spot-check and fix →

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5. Send it to your app

Click Export in the workbook header.
  • CSV — download one sheet, or a ZIP of several.
  • Writer — write the rows straight into your app’s API.
Export a workbook →

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Next steps