Product questions have a clear contact point.

First run

Start with two structured exports.

1. Choose.Use Financial for transaction-style files or Generic Record for records with a chosen identity key.
2. Confirm.Inspect headers, map fields and check matching rules before reconciling.
3. Review.Inspect unmatched or invalid rows and complete the workflow's review and finalization steps before export.

For limits and access, see Pricing. If a file fails to import, check that it is a supported CSV, XLS or XLSX export and that the relevant row limit is not exceeded.

Before you contact support

Record the browser and version, approximate row and column counts, selected Financial or Generic mode, whether the issue occurred during import, mapping, review or export, and the exact non-sensitive error message. Do not send raw files, customer names, account numbers, card details, license keys or secrets unless a separately authorized secure process has been agreed.

First-run checks

Confirm both exports have compatible identifiers, that imported headers map to the intended fields and that numerical formats, dates and currencies are consistent. If results differ from expectations, inspect rules and exceptions before relying on an export.