Import Workbench
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.
Dashboard / Import
| Source column | Mapped to | Confidence |
|---|---|---|
| Owner Address | address_line1 | 0.97 |
| BFP Sn | serial_number | 0.94 |
| Test Date (mm/dd/yy) | test_date | 0.92 |
| Hazard | hazard_level | 0.78 |
| Internal_Sort_Key | — | ignored |
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.
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.”
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.
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.
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.
Settings / Imports
| Profile | Last used | Status |
|---|---|---|
| BSI Manager Q export | Apr 2026 | active |
| Sample lab — Pace export | Apr 2026 | active |
| FOG haulers — KW Trucking | Mar 2026 | active |
| MS4 outfalls — GIS export | Q1 2026 | superseded |
Compliance / Records
| Field | Value |
|---|---|
| Source row | row 412 of bsi-q1-2026.csv |
| Profile | BSI Manager Q export v3 |
| Approved by | Dani Cooper |
| Approved at | Apr 14, 2026 09:11 |
| AI model | anthropic/claude-sonnet-4.6 |
| Prompt hash | 8c3d…f102 |
| Job id | imp_01HZ… |
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.
The same import works across every program — backflow, pretreatment, FOG, MS4. Pick what you're importing, drop in your file, save the setup once.
14-day free trial. Bring whatever spreadsheet you have. Set it up once, then import in one click forever.