This walks you from an empty account to a customer’s data sitting in your app.Documentation Index
Fetch the complete documentation index at: https://docs.vern.so/llms.txt
Use this file to discover all available pages before exploring further.
Before you start
- A Vern account at app.vern.so.
- A sample CSV or export from a real (or fake) customer of yours.
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.- Go to Templates and click Create template.
- Upload a CSV of clean sample data. Vern reads it and generates a column-by-column draft with descriptions and validation rules.
- Review the draft. Tighten anything the AI got wrong.
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.- Go to Companies and click New company.
- Give it a name (typically your customer’s name).
- Pick the templates that should become sheets in their workbook.
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 →
- Scrape it yourself with Scouts — point a browser agent at their old system and pull pages or files. Scouts →
- Drop in a file — upload a CSV, Excel, or PDF directly into the workbook.
4. Import it
Click Import on a sheet. Vern’s agent runs the import in four steps you can review:- Upload — pick the file.
- Clarify — answer a few questions about what you want.
- Review plan — read the generated migration plan and tweak.
- Execute — run it, see the result.
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.
Next steps
- How import works — deep dive into the agent-driven flow.
- Developer integration — automate everything via the API.