How it Works
- Create a reference file with all the categories and data you need.
- Upload your Excel or .CSV files—no need to worry about inconsistent category names; the system can unify them later.
- Easily add new categories—the system will automatically recognize them in future uploads.
- Keep your data up to date by adding updated files anytime.
- Auto-detect categories at the press of a button.
- Match new data with your reference file to keep it consistent
- Review errors if detected.
- Proceed to the next step once everything is set up correctly.
- Preview your data before importing
- Make last-minute edits to cells, columns, or rows
- Commit your data to the database to complete the import
- Generate reports using new or historical data
Put Your Data to Work
A place for members —: here’s how that works:
- Manage Roles – Set admin and member permissions in the user section.
- Members Login – You can provide access to your members in a variety of ways, whether as a group or individually.
- Members Area – Members can have their own logins with their own dashboard.
- Control Members Access – As an admin you can control what information that your members have access to by turning each item off or on as required.
- Reserve or Indication Lines: Automatically highlight key lines to show your members where they stand.
Unionrank is here for your members, keep them up to date with unprecedented control.
