What do you like best?
I really like this user friendly tool that help convert various data into the format we need, so we are able to utilize our auto match function from our cloudbase ERP system. And once a template is set up, you don't need to do the mapping again for future usage, unless anything changes,
What do you dislike?
Mapping function is a bit complicated for first time setting up, and it is not a visualize mapping tool. Sometimes this causes mapping errors since we are not able to pick the correct path. When I was using the converter, sometimes I was not able to figure out the final format data will be credits or debits, until the conversion is completed.
Recommendations to others considering the product
It will be better if the mapping screen has a split vision, so user can drag the fields for matching. Also, a preview screen with the converted file is very helpful. Moreover, if more formats it can convert, will be great!
What business problems are you solving with the product? What benefits have you realized?
We are able to utilize the CSV file after conversion since our cloudbase accounting system only accept certain formats for uploads and many other functions. And if a template has been setup and used once, you can find it from your history list easily, so it saves time when you need to use the same setting again and again. In addition, customization is easy for template setting, and you can change anytime once you find out a modification is needed.