End Spreadsheet Email Ping-Pong.
Collaborate on Customer Data in Real Time.
Stop chasing clients over email to fix broken columns, explain abbreviations, or re-export CSVs. Elvity’s AI data migration workbench provides a shared exception review workspace where customer data owners and implementation specialists resolve ambiguities together in minutes.
Spreadsheet Email Ping-Pong vs. Shared Exception Workspace
See how real-time collaborative review eliminates weeks of stalled customer onboarding.
Emailing files named Client_Data_v3_fixed_final2.xlsx back and forth with highlighted yellow rows and unclear questions.
Client data owners delay replies for days because they don't know which specific cells need fixing or how to format target enum values.
Every time a client emails an updated spreadsheet, specialists must re-run scripts from scratch and re-check previously cleaned data.
Sensitive PII and proprietary customer records float unprotected across unencrypted email inboxes and thread replies.
Send customers a secure interactive link highlighting only the exact ambiguous values, unmapped codes, or missing fields needing their input.
Clients resolve exceptions in an intuitive portal with real-time dropdown choices and validation checks—no spreadsheet editing required.
Corrections made by the client automatically update the specialist's migration workbench with full audit tracking and zero file re-uploads.
Role-based access, encrypted sessions, SOC 2 compliance, and exact cell-level coordinate verification for every resolution.
Collaborative Resolution in 3 Simple Steps
Streamline client communication by focusing only on the data points that require human domain knowledge.
1. Flag Ambiguities
Elvity automatically maps 90% of clean data and flags only the edge cases—unmapped custom picklists, ambiguous date formats, or missing primary keys.
2. Client Exception Workspace
Send the client a secure review link. They view only the flagged items, select correct mappings from guided dropdowns, and confirm in seconds.
3. 1-Click Production Sync
Your specialist reviews verified resolutions with full source coordinate auditability and pushes 100% clean data straight to production.
Built for Smooth Customer Handoffs
Equip your team with purpose-built tools to make client data resolution effortless and secure.
Generate password-protected or magic-link review sessions that expose only the exact rows and fields needing client feedback.
Clients see the exact PDF table snippet or spreadsheet cell coordinate next to the mapping prompt for instant clarity.
Add contextual instructions directly on questionable columns so clients understand requirements without hopping on a call.
Client inputs are checked instantly against schema regex, lookup tables, and foreign key constraints before submission.
Push approved records directly into PostgreSQL, Snowflake, Salesforce, HubSpot, or custom REST APIs with zero re-formatting.
Zero persistent data storage retention, TLS 1.3 encryption, and granular permission controls protecting enterprise client data.
Stop the Email Ping-Pong Today
See how Elvity lets you and your customers resolve complex data exceptions collaboratively in minutes.