> ## 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.

# Quickstart

> Onboard your first customer end to end in about ten minutes.

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

## Before you start

* A Vern account at [app.vern.so](https://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.

1. Go to [Templates](https://app.vern.so/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 →](/help-center/get-started/generate-templates)

## 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](https://app.vern.so/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 →](/help-center/onboard/create-a-company)

## 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 →](/help-center/onboard/share-a-magic-link)
* **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:

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 →](/help-center/import/how-it-works)

## 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 →](/help-center/send/export-a-workbook)

## Next steps

* [How import works](/help-center/import/how-it-works) — deep dive into the agent-driven flow.
* [Migration API](/migration-api/introduction) — automate everything via the API.