ETL (Extract Transform Load) Beta Release

This tool allows users to upload .CSV files with client data - extracted from multiple sources - directly through the UI to create or update client records. The ETL tool offers several key features to streamline data processing. It supports flexible data loading and transformation, allowing users to upload data from one or more tables in .CSV files while enabling joining, filtering, and transformations before loading it into the system. A preview feature lets clients quickly validate data transformations and mappings, ensuring fast and accurate adjustments. Additionally, the tool provides comprehensive validation, ensuring all entity data is verified before being loaded into the system. With real-time monitoring, users can track the progress and outcomes of validations and data loads, enhancing observability without requiring extensive technical support. Currently supports 10,000 entities of each entity type, 'Individual' , 'Company' and 'Other' in one migration project.

User Guide Reference: ETL Extract Transform Load User Guide