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AI Assistant

Hand the assistant a spreadsheet and it works out the columns - and what’s wrong with them

Import has always guessed at your column names.

Import has always guessed at your column names. It now gets a second opinion. Paste a CSV to the assistant, or point it at one, and it proposes a mapping column by column, tells you which headers it couldn’t place, and - the useful part - tells you what’s wrong with the data before you import it. It cleans what people actually type. $1,200.00, (1,200) and 1200 AUD are all twelve hundred. +61 (0) 400 123 456 and 0400-123-456 are both phone numbers. Jane Doe <jane@acme.com> is an email address. N/A, - and unknown are all empty. closed-won is your existing Closed Won stage. Blank rows and the header line some exporters repeat halfway down the file are dropped rather than imported as records called “Email”. What it won’t do is guess. Dates read day-first, the way the rest of the product does - but 04/25/2026 could only be month-first, so that row is read that way and says so. A percentage is flagged rather than divided by 100, because we don’t know whether the field wants 15 or 0.15 and being wrong there is wrong in every row at once. A value matching two dropdown options asks you which. Anything unreadable keeps its original value and gets listed - one odd cell never fails a row, and nothing is ever silently rewritten: every change is shown, grouped and counted, for you to approve before a single record is written.

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