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Documentation Index

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Most of the work of onboarding a customer is converting their messy data into your clean schema. Vern’s import agent does that for you in four steps you can review and override. You start with a file (CSV, Excel, PDF, or whatever Scouts pulled). You end with rows that pass your template rules and are ready to send to your app.

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The four steps

1

Upload

Open the sheet you want to import into and click Import. Drop in the file.Vern handles CSV, Excel, and PDF — including multi-table PDFs and Excel files without proper header rows. If you re-upload a file with the same name, Vern warns you so you don’t double-import by accident.
2

Clarify

The agent reads your file, compares it to your template, and asks a few clarifying questions. It might ask how to interpret an ambiguous column, what to do with partial records, or how to normalize a date.For unknowns the agent can resolve itself, it runs a web search (via Exa) instead of asking you. The goal is to ask only the questions you actually need to answer.
3

Review plan

Vern generates a plain-English migration plan describing exactly what it’ll do — column-by-column mappings, transformations, validation expectations.Read it. Tweak the questions you answered if anything looks wrong. Vern regenerates the plan on the fly.If you’ve imported a similar file before, Vern reuses that plan. Toggle Ignore previous plan if you want a fresh one (for example, the source’s export format changed).
4

Execute

Click Execute. The agent runs the plan as a script over your file. You see progress live.When it finishes, the sheet shows the imported rows, marked valid (green), needs-review (yellow), or invalid (red) against your template rules.

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Plans are reusable

The plan Vern generates is split into two parts: a recipe (the portable logic for “ServiceM8 → our schema”) and an adapter (one customer’s specific values). The recipe carries over to your next customer using the same source. The adapter starts fresh each time. This means the second customer you onboard from a given system is dramatically faster than the first.

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If something goes wrong mid-import

You can stop a running import. The agent shuts down gracefully on the server, not just in your browser. You can’t run two imports concurrently on the same sheet — Vern blocks the second one so you don’t get conflicting writes.

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After import

If the agent missed something — a value didn’t normalize, a rule was misinterpreted — spot-check and fix the sheet. That’s what manual edits and chat are for.

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