Migration & ingestion
Bulk import & initial onboarding
Import new customers’ data from a file, test it, then commit it. N-D8-04 R-D10-05 ENT-STRAT-003 ENT-PMO-003 ENT-TAL-011
Import wizard
1 · Target and file
CSV in UTF-8 encoding · first row holds column headers · save the Excel file as CSV
Nothing is written before commit
Import batches
Every batch can be undone within 24 hours
Onboarding path
Ready-made sector templates
Suggested structure, KPIs and calendar, editable after applying