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SmartComply

Import Workbench

Bring your data. Any shape.

Backflow records from a vendor system older than your hire date. Pretreatment samples in a spreadsheet your predecessor built in 2014. FOG manifests in a quarterly file from a tool that hasn't been updated in years. Whatever you have, just upload it. We'll figure out the rest — no IT help needed.

    AI looks at your column names and a few sample rows, then suggests how each column should match a SmartComply field
    Save the setup once. Next month's file with the same columns imports in one click — no review, no waiting
    AI only suggests. You approve every import, and the actual save runs the same way every single time
    Every imported row keeps a record of where it came from and who approved it. Show any auditor, any time.
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Dashboard / Import

Import

New
Source columnMapped toConfidence
Owner Addressaddress_line10.97
BFP Snserial_number0.94
Test Date (mm/dd/yy)test_date0.92
Hazardhazard_level0.78
Internal_Sort_Keyignored

AI helps. You decide.

AI is good at reading messy spreadsheet headers and guessing what each column means. It's not the right thing to trust for the parts that matter for compliance. So we use it for suggestions only — you approve every import, and the actual save runs the same way every time.

1. Upload your file

Drop in a spreadsheet — CSV or Excel. We look at the column names and a few sample rows, then suggest where each column should go in SmartComply, with notes like “this looks like an MM/DD/YY date” or “these values look like Low/Medium/High.”

2. Review and approve

You see every suggested match in one view: the column name, where it's going, and any warnings. Change anything that's wrong, then approve. Nothing imports without your sign-off.

3. Save it for next time

Give your approved setup a name — like “BSI Manager Q export.” The next file with the same columns imports straight through. One upload, done. No review, no waiting.

Map once. Reuse forever.

Most of your data isn't a one-time upload. It's the same quarterly file from the same vendor, year after year. After you approve a setup once, every matching upload after that imports in seconds.

    If your vendor reorders columns or changes capitalization, we still match it
    Repeat imports run instantly — no AI involved, no extra cost
    Edit a setup and we keep the old version on file in case you need to look back
    View, rename, or turn off any saved setup in your settings
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Settings / Imports

Saved profiles

New
ProfileLast usedStatus
BSI Manager Q exportApr 2026active
Sample lab — Pace exportApr 2026active
FOG haulers — KW TruckingMar 2026active
MS4 outfalls — GIS exportQ1 2026superseded
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Compliance / Records

Audit trail

New
FieldValue
Source rowrow 412 of bsi-q1-2026.csv
ProfileBSI Manager Q export v3
Approved byDani Cooper
Approved atApr 14, 2026 09:11
AI modelanthropic/claude-sonnet-4.6
Prompt hash8c3d…f102
Job idimp_01HZ…

Built for the auditor in the room.

Every imported row remembers where it came from: the original file, the setup that mapped it, the person who approved it, and exactly when. If an auditor asks, you can show your work — every time.

    Once a setup is used in an official signed report, it’s locked in. No accidental rewrites.
    AI only suggests how to match columns. It never decides what gets saved or sees your full file.
    Your data is fully separated from every other utility’s account
    We only ever send a small sample of column headers and rows to the AI — never your whole file

Works for every kind of record you track.

The same import works across every program — backflow, pretreatment, FOG, MS4. Pick what you're importing, drop in your file, save the setup once.

Backflow

  • Assemblies
  • Testers
  • Test results

Pretreatment

  • Industrial users
  • Permits
  • Monitoring points
  • Sample results
  • Lab batches

FOG

  • FSEs
  • Pump-out manifests

MS4

  • Outfalls

Stop hand-mapping your spreadsheets.

14-day free trial. Bring whatever spreadsheet you have. Set it up once, then import in one click forever.