Step 01
Paste CSV data
Use a small sanitized sample. The sandbox caps at 20 data rows and clears when you close or reload the tab.
Step 02
Column mapping
Auto-mapping is intentionally lightweight. The authenticated paid importer handles larger batches and real carrier mess.
Step 03
Normalized records
Step 04
A-to-Z path trace
Select a normalized row to see its customer cabinet to provider demarc path.
Step 05
One LOA/CFA preview
This preview is capped at one generated handoff. Paid workspaces save versioned PDFs to the document library with signature status and audit history.
This disappears when you close the tab.
Start a workspace to keep it, track renewals, and bring your team.
Start access