Use case · Updated July 2026

Map columns between spreadsheet schemas

Short answer: Choose source and output fields, headers, and order, then save the mapping as a reusable recipe.

Source files

Supplier.csv + Import template.xlsx

Output

A validated file in the target schema.

Example prompt

Map the supplier export to our import template. Keep SKU as text and rename Unit Cost to unit_price.

Constrained Action Plan

  1. select_columns
  2. rename_columns
  3. cast_type
  4. reorder_columns

Review workflow

  1. Add and inspect source files
  2. Confirm the action plan
  3. Review Diff and Issues
  4. Write and verify output

Risk and output policy

The source is unchanged by default. Unsupported features and ambiguous joins produce Issues instead of being silently discarded.

FAQ

Does this upload my files?

No. Transformation runs locally. Only confirmed planner context and optional metadata sync use the service.

Do I need Excel installed?

No. Supported CSV and XLSX files are processed directly; Excel is optional for opening the result.