Upload CRM CSV

Detect routing gaps, duplicate records, invalid emails, and schema issues — then walk each fix through human review before export.

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Parsed file summary

Rows

Columns

Issue types

Reference context (optional)

Real uploaded reference files are active by default. Ownership rules stay inspect-only unless explicitly enabled.

Ownership rules

region / territory / segment / owner

Inactive

Inspect-only derived patterns. Disabled by default unless a single-owner pattern is consistent.

real_ownership_rules_from_cleaned.csv

51 parsed rows

Attach CSV

Segment dictionary

segment / allowed_values / definition / lifecycle_stage

Active

Validates allowed segment taxonomy from the real cleaned export.

real_segment_dictionary_from_cleaned.csv

3 parsed rows

Attach CSV

Clean CRM reference export

account / state / country / segment / owner / territory

Active

Primary trusted source for owner, segment, and state recommendations.

real_clean_crm_reference_from_cleaned.csv

56 parsed rows

Attach CSV

Supported issue preview

Review-oriented AI

Missing Owner Fields

Review-first

High

Duplicate Account Records

Cluster review

High

Invalid Email Formats

Suggest obvious fixes

Medium-high

Missing Segment Values

Review-first

Medium-high

Inconsistent State Values

Deterministic correction

Medium

Schema Mismatch

Mapping confirmation

Medium

Improper Naming Format

Deterministic cleanup

Low-medium

Trust boundary

All analysis runs locally on sample data. No data leaves your browser. Every change requires explicit approval before export.