Value OS · Growth OS
Import data
Upload Excel or CSV files (free and unlimited) or PDFs (paid plans) to replace the sample records with real customer information. Each upload replaces that type's previous data.
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Bulk upload (auto-sort)
Drop all your CSV, Excel and PDF files at once. Every sheet of an Excel file is handled separately. Each file is sorted into the right type by its column headers, then imported together.
Pipeline deals (CRM)
Columns: company, contact, deal_value_usd_k, client_opportunity, stage, probability_pct, next_step, owner. Required: company. Money in US dollars (columns say M or K). CSV, Excel or PDF.
Currently: sample data
Customers
Columns: company, plan, acv_usd_k, value_identified_usd_m, value_realized_usd_m, renewal, health. Required: company. Money in US dollars (columns say M or K). CSV, Excel or PDF.
Currently: sample data
Companies (Lead Finder)
Columns: company, industry, revenue_usd_m, employees, country, erp, complexity, decision_makers, fit_score, opportunity_low_usd_m, opportunity_high_usd_m. Required: company. Money in US dollars (columns say M or K). CSV, Excel or PDF.
Currently: sample data
Spend & suppliers
Columns: supplier, category, annual_spend_usd_m, contract_status, risk, opportunity, opportunity_value_usd_k. Required: supplier, annual_spend_usd_m. Money in US dollars (columns say M or K). CSV, Excel or PDF.
Currently: sample data
Contracts
Columns: contract, supplier, value_usd_m, expiry, risk, flag, savings_usd_k. Required: contract. Money in US dollars (columns say M or K). CSV, Excel or PDF.
Currently: sample data
Leakage cases
Columns: case_id, category, description, detected_usd_k, recoverable_usd_k, confidence_pct, status, business_unit. Required: category, detected_usd_k. Money in US dollars (columns say M or K). CSV, Excel or PDF.
Currently: sample data