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This walks you from an empty account to a customer’s data sitting in your app.

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Before you start

  • A Vern account at app.vern.so.
  • A sample CSV or export from a real (or fake) customer of yours.

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1. Create a template

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. Upload a CSV of clean sample data, or have an AI draft your templates from a schema or API docs. Vern generates a column-by-column draft with descriptions and validation rules.
  3. Review the draft. 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, magic link, and any data you pull in for them.
  1. Go to Companies and click New company.
  2. Give it a name (typically your customer’s name).
  3. Pick the templates that should become sheets in their workbook.
Learn more about creating a company →

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3. Get the data

Pick whichever fits the customer:
  • Share the magic link — your customer uploads files, fills out questions, or grants access to their old system. Magic links →
  • Drop in a file — upload a CSV, Excel, or PDF directly into the workbook.

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4. Import it

Click Import on a sheet. Vern’s agent runs the import in four steps you can review:
  1. Upload — pick the file.
  2. Clarify — answer a few questions about what you want.
  3. Review plan — read the generated migration plan and tweak.
  4. Execute — run it, see the result.
If anything looks off afterwards, spot-check in the sheet and fix with chat. Learn how the import flow works →

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5. Send to your app

When the workbook looks good, hit Export.
  • CSV — download for manual upload.
  • Webhook — stream batches to an endpoint your app owns.
Set up an export →

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Next steps