An AI-assisted wizard that imports your existing spreadsheets, exports and legacy extracts, maps every column to the right destination field, and lets you validate the set before it lands. Pairs with Integrations, lands data into CRM, and feeds BI on day one.
The system is ready on Monday. Then everyone waits — for the data. Customers in a Salesforce export, products in a legacy ERP, inventory in a stack of XLSX files a regional manager keeps emailing in versions of.
Someone writes a mapping doc. A consultant writes a script. Two months in, the first dry run blows up on a date format. Response365 makes that an afternoon in the wizard — the AI proposes the mapping, you review the low-confidence columns, and the validation set tells you what to fix before anything commits.
Upload the export you have today — CSV, XLSX, JSON, or a direct pull from a legacy system. The wizard reads the headers, the sample rows, and the data types before you do anything.
The AI proposes a destination field for every column, with a confidence score. You correct the misses; the next import for the same source remembers what you taught it.
The preview surfaces every issue — duplicates, missing requireds, format mismatches, broken references — and lets you fix in place. Nothing lands in production until you say so.
The same flow imports customers, products, inventory, contacts and contracts. Onboarding teams learn it once.
Drop a CSV or XLSX, paste a JSON, or connect a source. The wizard fingerprints headers and sample rows.
The AI proposes a target app and the destination fields for every column, with confidence per column.
Review the proposals — accept high-confidence matches in bulk, correct the low-confidence ones, save the template.
The preview runs every validation rule and lists issues by severity — fix in place, re-run, keep going.
Land the set in production with a transaction ID. Rollback is one click while the import is fresh. nothing commits until you do
Every column gets a proposed target and a score. You see what the AI is certain about and what it isn't — before a single row lands.
A staging table you can read, filter and fix — with every issue surfaced, classified and counted.
CSV, XLSX, JSON and TSV — drag-and-drop, paste, or upload from a URL. The wizard reads multi-sheet workbooks and lets you pick the tab, then samples the first rows to infer types before you touch a single mapping.
Pull from a legacy ERP, accounting package or CRM through the Integrations layer — the same wizard maps and validates the result, and a scheduled pull can run the same template again on the next cut-over weekend.
The wizard isn't only the first day. It's the same flow operations runs every time a regional spreadsheet refresh comes in — and every commit is traceable.
| Capability | Workato | Flatfile | Response365 AI Onboarding |
|---|---|---|---|
| AI field mapping with confidence | Limited | Yes | Yes — score per column |
| Validation preview before commit | Recipe-side | Yes | Yes — 12 rule types |
| Templates that learn from corrections | Recipe versions | Yes | Yes — per source |
| Targets every core ERP app | Via connectors | No | Yes — native |
| Transactional commit + rollback | Workflow-level | Job-level | Yes — per import |
| Inline cell editing in preview | No | Yes | Yes |
| Integrations layer for live pulls | Yes | Limited | Yes — shared with platform |
| One wizard across every app | Build per recipe | Embed per workspace | Yes — same flow |
| Cost | Per-recipe + connectors | Per-seat + usage | Included in Response365 |
The conservative annual case for a mid-market implementation moving off legacy systems.
Replace a multi-month migration project with a wizard the in-house team runs. Consultant days collapse to a fraction.
One operations lead, hours a week no longer spent reconciling spreadsheets, rewriting mappings and re-running scripts.
Validation rules catch bad VAT IDs, broken references and duplicates before they land — not after they corrupt the first month of operations.
Before counting the value of going live in days, not months — and the reduction in implementation risk on every subsequent rollout.
The AI reads your file headers and sample rows, then suggests a destination field for each column with a confidence score. You review low‑confidence matches, correct them, and the system remembers your choices for future imports of the same source.
You can upload CSV, XLSX, JSON, or pull data directly from a connected legacy system. The wizard analyzes the data before any mapping is required.
Most teams move from upload to live records in a few hours rather than weeks, because the AI automates mapping and validation before any data commits.
AI onboarding is included in the base platform at €14.99 per user per month. There is no extra charge for the mapping wizard or confidence scoring.
Yes, Response365 offers a 1‑month free trial (credit card required) that includes full access to the AI onboarding wizard and all core modules.
Let us show you in seven minutes how a customer export becomes a mapped, validated and committed set of records — with confidence scores you can read and a preview you can fix in place.