The verified current workflow uses manually entered values, saved entries and CSV column mapping. This version has no controllers for configuring external data connectors or a separate mapping module. Export your Excel table as CSV and follow the steps below.
2. Export the data
Make a table with the same three columns and one client per row. Export comma-separated UTF-8 CSV. Quote any cell containing a comma. Check dates, currency values and identifiers with leading zeros in the exported file.
Expected output
Example Studio receives a Design offer for 1200 EUR; Sample Workshop receives a Maintenance offer for 800 EUR. There should be two individual files with no unresolved sample placeholders.
Limits and repeat use
The browser CSV workflow accepts up to 5 MB and processes the first 500 rows, skipping empty rows. Reuse your template with the next CSV. For account settings, signatures and flows, consult the existing Help Center.