Guide customers through upload, validation, fixes, and approval in an experience that feels like your product.
The portal gives customers a clearer path than email attachments while giving your team more control than shared drives.
Customers see the accepted file types, required fields, and next steps before a spreadsheet lands with your team.
Space / Upload
Import space
A guided upload path with product-facing controls.
Drop contacts.csv here
CSV or XLSX, up to 50 MB.
Validation feedback turns file problems into specific actions customers can complete without waiting for a manual review cycle.
App / Source / Validation
Validation preview
Use a branded workspace for customer-facing upload and review while keeping internal controls behind the scenes.
Space / Customer launch
Customer workspace
Uploaded contacts with amended owner fields.
Hold enterprise rows until tax IDs are confirmed.
Final output is waiting on one approval gate.
Answers for teams replacing email attachments and shared folders with a guided customer upload experience.
A branded import portal gives customers a guided place to upload files, review requirements, fix validation issues, and approve data before launch. It keeps customer-facing onboarding connected to the internal workflow.
Email attachments scatter requirements, context, and review status across threads. Aformity keeps uploads, validation feedback, comments, fixes, approvals, and import-ready outputs in one controlled workflow.
Yes. Customers can see specific validation feedback and unresolved requirements, which helps them correct launch-blocking issues without waiting for another manual review cycle.
A branded portal is useful for SaaS vendors, marketplaces, agencies, and implementation partners that need customers to submit structured launch data without making the process feel like a disconnected back-office task.
Give customers a branded path for submitting launch-ready data.
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