Existing clients live here. Use the wizard to import updates.
Current records in the database.
This client data also lives in Airtable — open it to view, edit, or watch it sync live.
Connect your Airtable base. Credentials are saved in the browser database (not in code). Direct-token mode is for local testing only — the token is visible to anyone using this browser.
The name on the right must be the exact column header in your Airtable table (case-sensitive). This is what fixes the “Unknown field name” error — either rename these to your columns, or create columns with these names in Airtable.
Every import and Airtable sync event is recorded here (stored in the browser database).
Top clients in the CRM, by portfolio value.
Clean records vs. records with a flag.
More connectors are coming. For now, import from a file.
Drop a CSV of client updates, or browse. Nothing leaves your browser until you insert.
Here's what we found. Fix anything in Needs attention, then insert.
These rows will be inserted. Amber flags mean a value was auto-repaired or an optional field is missing.
Valid and already in the insert list — the amber field is optional; add it to complete the record.
Can't be imported until the red field is fixed. When a row becomes valid, a Move to valid button appears.