AI-Powered Import

Drop a CSV. AI does the rest.

SmartViewz connects natively to Smart Office — and now any system that exports CSV. Claude AI reads your column headers, understands your data, and maps everything automatically.

How It Works

Three steps. Zero templates.

Drop your CSV here

or click to browse

agents.csvpolicies.csvany-export.csv
Step 01

Upload

Drag and drop any CSV from any back-office system. No reformatting, no templates, no prep work.

Your ColumnMaps ToConf.
Agt Name→agent_name98%
Pol #→policy_number96%
Ann Prem→annual_premium94%
Eff Date→effective_date91%
Prod Type→product_type78%
Claude detected: Agent entity (5/5 columns mapped)
Step 02

AI Maps

Claude analyzes headers and sample data, determines the entity type, and maps every column with confidence scores.

Import Complete

All records processed successfully

Records

2,847

Mapped

100%

Errors

0

Dashboards and AI features updated
Step 03

Import

One click and data flows in. All dashboards and AI features work immediately with your imported data.

Compatibility

Works with any system

Smart Office (Zinnia)

Native API integration

Applied Epic

CSV export supported

HawkSoft

CSV export supported

AgencyBloc

CSV export supported

AMS360

CSV export supported

Salesforce

CSV export supported

Excel / Google Sheets

Direct upload

Any system

If it exports CSV, it works

AI Intelligence

What makes it intelligent

Automatic column detection

Claude reads headers like "Agt Name", "Pol #", "Ann Prem" and knows what they mean.

Smart name splitting

"John Smith" automatically splits into first_name + last_name.

Date & currency parsing

Handles any format: "01/15/2026", "Jan 15, 2026", "$12,400.00".

Confidence scoring

Every mapping shows a confidence percentage so you know what to review.

The Difference

No rigid templates

Other Platforms

Download our template

Reformat your data to match

Hope nothing breaks

Repeat for every system

SmartViewz

Upload whatever you have

AI figures it out

Review confidence scores

One click to import

Available on all plans

Every tier includes AI-powered CSV import. No add-ons, no feature gating.

View pricing

Stop reformatting spreadsheets.
Start importing with AI.

Upload any CSV from any system. Claude AI handles the mapping. Your data flows into SmartViewz in minutes.

Try it free

No credit card required · Available on all plans