Transition operations
Agent run
Review the evidence, approve the next step, and watch the transition move forward.
Upload and check your CSV, then start the transition.
1. Supply the source book
Upload a test CSV and confirm the rows. Acquiglide will map and validate the records when you start.
Browser-local processing · up to 100 rows / 1 MB · Any column names · use synthetic test data. Upload contents and progress stay in this browser.
CSV format & supported fields
Any column names are accepted and retained. Mapping suggestions and missing information appear in the migration review after processing. Unknown custodians and account types are accepted; document preparation may need a supported template.