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The import agent gets most things right, but it isn’t perfect. Use the sheet to check a few values, and the workbook chat to fix a column it interpreted wrong or to transform something after the fact.

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Work in the sheet

Open the company and click a sheet on the Data tab. A sheet behaves like a normal spreadsheet:
  • Click a cell to select it, double-click to edit.
  • Click and drag to select a range. Shift+click column headers to select several columns; right-click to insert or delete.
  • Undo (Ctrl/Cmd+Z) works per sheet: it undoes your last change on the sheet you are in.
  • Invalid cells are tinted red. Where Vern has a likely fix, the cell offers AI-suggested corrections to pick from.
Calculated (ƒx) and extracted (✦) columns are read-only — change their formula or extraction on the template instead.

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Filter

Click the Filters icon in the toolbar. Its tabs narrow the sheet to what you need to look at: Click Apply Filters; Clear all resets them.

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Bulk-fix with chat

For anything bigger than a one-off edit, open the workbook chat. Reference columns by typing @ and picking from the list — it works across sheets (@Contacts.Phone). Double-clicking a column header inserts it for you. Some examples:
  • Fix the format of @Phone Number
  • Combine @First Name and @Last Name into @Full Name
  • Extract emergency contact phone numbers from @Notes into @Emergency Phone
  • Check every source record came across — are any contacts missing?
How chat works:
  • It runs on the same migration agent as the import, so it knows the source files, the recipe and your templates.
  • Changes arrive as a card showing what will change. Approve it to apply it, or skip it. Nothing is written until you approve.
  • You can Stop it mid-answer if it’s heading the wrong way.
  • Conversations are saved, and you can keep more than one.

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Templates do the heavy lifting

Chat and the import agent use your template’s column descriptions and rules to know what good data looks like. If either keeps misinterpreting a column, fix the column’s description.

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