01 - Define
Define the destination schema once.
Capture the objects, required fields, allowed values, and relationships your platform expects so every migration has a clear target.
Customer data onboarding
Customer data onboarding software for launches that cannot wait.
Aformity gives implementation and customer success teams a governed workflow for turning customer spreadsheets, CSVs, and legacy exports into clean data before import.
Workflow
How Aformity turns messy files into a repeatable launch motion.
02 - Validate
Catch data issues before they reach production.
Flag missing values, duplicate records, broken relationships, and format problems while the customer can still fix the source data.
03 - Publish
Export import-ready data with less review debt.
Give internal teams and customers a shared migration space, then publish clean datasets for the API, importer, webhook, or database process.
Direct answer
What is customer data onboarding?
Customer data onboarding is the process of preparing a new customer's existing data so it can be safely imported into a SaaS platform. It includes source-file intake, schema mapping, validation, transformation, review, and export into the destination system's expected shape.
Before / after
Replace fragile import prep with an auditable workflow.
Customer handoff
Files arrive through email threads with unclear ownership.
A migration space shows what was uploaded, reviewed, fixed, and exported.
Implementation effort
Every messy import becomes a one-off spreadsheet cleanup project.
Rules, mappings, and plugins become reusable launch assets.
Go-live risk
Bad data is discovered after it reaches the destination system.
Errors are caught before import, while records can still be corrected.
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