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A company holds everything for one customer you’re onboarding — their workbook, magic link, and any data you collect for them.
Companies dashboard

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Create one

  1. Go to Companies and click New company.
  2. Name it after your customer.
  3. Pick the templates that should become sheets in their workbook. Each template becomes one sheet, pre-validated against your schema.
That’s it. You now have:
  • A workbook with one sheet per template you picked.
  • A magic link you can share with the customer to collect data.
  • A Properties card on the company page where you’ll see the source, link, and any external ID.

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What you do next

  • Share a magic link — let the customer upload data, answer questions, or grant access to their old system.
  • Run an import — once you have files, run the import agent.
Building this into your product? You can create a customer’s migration and workbook over the API and run the whole flow headlessly. See Create a migration.