Guides
How to use every part of Operelio, from your first file to trails that run on their own.
For the terms themselves, see the glossary.
New here? Start with your first transformation
Getting started
5 guidesCreate your account, upload your first file, and run your first tool.
- Your first transformation2 minSign up, upload a file, and run your first tool. The cleaning tools on Free are the full versions: the limit is volume.
- Understanding your results5 minHow to read a job's page: the figures, the settings line, the notes, the files table, the preview, and what each download gives you.
- Supported file formats1 minThe file types Operelio accepts, the size and row limits on each plan, what happens when a file goes over, and what to do if your format is not listed.
- Home4 minA tour of Home, the page you land on: your trail runs this week, what needs you, your tasks and files, and your usage this cycle.
- Files and your library5 minKeep every upload and result in one place, with its full history, so nothing gets lost between jobs. Available on Starter, Pro, and Agency.
Trails
17 guidesAutomated lead flow into your CRM. How a trail runs, what it checks before it sends, and what to do when it stops.
- What a trail is4 minA trail watches a folder. Every file or lead that arrives there is cleaned and checked automatically, then pushed to your CRM or held for your approval.
- Create a trail6 minStart a trail from scratch, from one of twelve templates, or as a copy of one you have. Name it, pick the folder it watches, then build it on the canvas.
- Watched folders6 minMake a folder in Files and let a trail run on everything that arrives there: files and leads by email, website form, Typeform, webhook, upload or API.
- Single leads by webhook and email7 minSend leads one at a time into a trail's folder from your site's form, Typeform, Zapier, Make or email. Addresses, secrets, limits and plans.
- Map sources4 minGive each place leads come from its own column mapping, so a new form or a new list with different columns reaches the trail's steps in the same shape.
- When a trail runs4 minA trail runs when a file or lead arrives, on a schedule, or both. Timing, single leads, schedules, files already in the folder, and when a trail stops itself.
- Test a trail4 minTry a trail on a real file before it goes live. A dry run is free and shows what the cleaning steps do. A test run does everything except push.
- Switch a trail on and off5 minWhat a trail needs before you can switch it on, pausing it, what Needs attention means, and what a plan change does to it.
- What a trail pushes to your CRM6 minThe record types a trail can push, how rows are matched, what each lead creates, who gets each lead, and when a push goes out on its own.
- Scorecard: score each lead from 1 to 55 minPoint rules you can read, a score from 1 to 5, and what each score does: send on, wait for review, stay in Operelio or drop. Plus stages and deals by score.
- Routing rules: who gets each lead5 minSend each lead to a person, a team in turn, the company's owner, the owner a column names or the review queue, by rules in order, with an Otherwise last.
- Safety checks and held pushes4 minThe checks a trail runs before every push, the ones you can set, what a held push looks like, and what approving it does.
- A trail's runs6 minWhere to find a trail's runs, what each state means, what a run's page shows, and how long runs and their files are kept.
- Held leads and the Leads tab7 minWhere single leads wait for a yes or no, why a lead is held, the fix for each reason, and what the Today card's speed to lead measures.
- Fix a stopped run7 minWhy a trail run stops, how to change it and start it again, what that costs, and how to put a fix that worked on the trail.
- Trail notifications2 minWho hears about a trail, what they are told and how, and how to switch off the emails you do not need. With an empty list, the workspace admins are told.
- Trail settings and workspace defaults3 minWhat a new trail starts with, who can fix stopped runs, a trail's own settings and version history, and trail limits on Agency.
Bridgeant
3 guidesThe AI assistant inside Operelio. How the free Advisor and the Starter Operator work, how to ask, and where Bridgeant's limits are.
- Using Bridgeant (the Advisor)5 minThe free advisor on every plan. Upload a file and Bridgeant tells you what is wrong, which tool fixes each problem, and in what order. It never runs a job.
- Bridgeant Operator: plan, approve, run10 minOn Starter and up, Bridgeant plans a multi-step job and runs it. It shows the plan and cost first, nothing runs until you approve, and your file is untouched.
- What Bridgeant can (and can't) do7 minWhere Bridgeant's limits are: it chains Operelio's real tools, builds and changes trails with your yes, and works only from a summary of your file.
Tools
17 guidesStep-by-step guides for every transformation tool: convert, clean, deduplicate, join, filter, compare, and more.
Review, Validate & Fix
- Data Health Check11 minScore your spreadsheet for duplicates, bad values and gaps, then apply the fixes you pick. On every plan.
- Email Verifier & Finder14 minVerify every address, recover missing and bouncing ones, and export the rows worth sending. Full verification on Starter, Pro and Agency.
- Company Active Check8 minCheck whether each company website is live and get a 0 to 100 active score on every row, so you can drop dead companies before import. Starter and up.
Clean & Transform
- Clean Headers2 minStandardize messy column headers into a consistent format like first_name. Spaces become underscores, special characters go, and duplicates get a number.
- Deduplicate4 minFind and remove duplicate rows. Choose which columns define a duplicate, match exactly, smartly or by similarity, and keep the first or last occurrence.
- Find & Replace3 minReplace text across a whole spreadsheet in one go. As many rules as you need, advanced patterns, and Change case, on every plan.
- Column Manager5 minRename, reorder, remove, split, merge, duplicate and add columns in one pass. Every operation runs on every plan, including Free, as long as one column remains.
- Transpose / Unpivot6 minFlip rows and columns, unpivot wide data into long format, or group repeated rows into one row per group. The shape of the data changes, the values do not.
- Get contacts listed across for your CRM4 minTurn a one-row-per-contact list into one row per company, with each contact numbered across. Built for CRM imports that want contacts side by side.
Combine & Compare
- Match & Pull Columns4 minPull matching data from a second file using a shared column. What Excel's VLOOKUP does, built for whole files instead of one cell at a time.
- Compare Files2 minCompare two versions of a file on a shared key column. Every row comes back labeled new, removed, changed or unchanged, and a column gap is noted once.
- Filter & Extract4 minPull only the rows you need from a CSV or Excel file. 24 conditions, All or Any logic with brackets, and an optional second file with the rows you filtered out.
- Merge Files6 minStack rows from multiple CSV or Excel files into one spreadsheet. Operelio lines up matching columns for you, so you skip the manual copy-paste-align cycle.
- Split File7 minTake one file and produce a ZIP of smaller files: one per category (region, rep, status), fixed-size chunks of N rows, or one per column group.
Import & Convert
- Excel to CSV4 minConvert .xlsx or .xls files to clean UTF-8 CSV. Pick which sheet to export from a multi-sheet workbook and keep the rows and columns exactly as they are.
- CSV to Excel5 minConvert a CSV into a formatted .xlsx workbook with bold headers and columns sized to fit, ready to hand to a colleague or send on to a client.
- Work with multi-tab workbooks4 minMulti-tab workbooks are first-class: pick the tab a tool reads, combine tabs into one list, use a tab as the second file in a match, or split back into tabs.
CRM Formatter
10 guidesMap columns, validate data, save mappings, and push records into HubSpot, Salesforce, or Pipedrive.
- CRM Formatter overview4 minMap your spreadsheet columns to CRM fields, check every row before and after clean-up, then download a CRM-ready CSV or push it to your CRM.
- Column mapping3 minHow auto-detection matches your columns to CRM fields, how to adjust a mapping by hand, and what each cleanup option does to your data before it is sent.
- The Template library6 minHow to browse the 168 built-in templates, find the right one for your file, and use it on either the public catalog or Home's Templates and mappings tab.
- Picking your file's source2 minThe CRM Formatter's From box lists 23 built-in sources for common exports (LinkedIn, Apollo, ZoomInfo, Mailchimp) and fills in the one your file matches.
- Custom CRM templates2 minBuild a custom template with your own field names, types, and required flags when your CRM is not in the built-in list or the record shape is non-standard.
- Saved mappings2 minSave your column mappings and load them next time to skip the mapping step. Worth saving for a source you will see again, such as a weekly or monthly export.
- Country normalization2 minHow Operelio turns inconsistent country values like UK, GB, Great Britain and england into one canonical CRM-ready name, across more than 80 countries.
- Suppression and Do Not Contact lists4 minUpload your Do Not Contact list once and Operelio keeps those people out of every file you clean. Matching runs in your own workspace. Starter and up.
- Pushing to your CRM8 minSend formatted records straight into HubSpot, Salesforce or Pipedrive, with no file to download. Connected over OAuth, on the Starter, Pro and Agency plans.
- Connect Salesforce to Operelio3 minInstall the Operelio package in your Salesforce org, then connect and push. Written for the Salesforce admin doing the one-time install.
Automation
3 guidesBatch processing, workflow builder, and saved workflows for running the same job on dozens of files at once.
- Workflow Builder11 minChain up to 8 tools into one automated pipeline. Upload once and each step feeds the next, with a single file at the end. Starter, Pro and Agency.
- Saved workflows3 minSave a workflow's steps and settings and reuse them on any file. Starter keeps 10, Pro 50, Agency 200. It saves the configuration, not a file or a result.
- Batch processing9 minRun the same tool against up to 50 files in one operation, instead of uploading, configuring and downloading each one in turn. Agency plan only.
Account & billing
5 guidesPlans, pricing, usage limits, subscription management, and data retention policies.
- Plans and pricing2 minCompare Free, Starter, Pro and Agency: what each plan includes, the monthly job and row limits, and which features need a paid plan.
- Managing your subscription3 minHow to upgrade, downgrade, cancel or fix a failed payment. Upgrades start at once, pro rata. Downgrades and cancels start when your paid period ends.
- Inviting your team2 minBring teammates into a shared workspace so cleaned lists, saved mappings, and CRM connections are there for everyone. Pro and Agency plans.
- Client workspaces2 minGive every client their own isolated workspace, with their own data, members, and logo, all under one Agency account. Up to 25 clients.
- Data retention: how long your files are kept1 minHow long files are kept, who can reach them, and how they are protected. Starred files stay until you delete them yourself, and deletion is permanent.
Ready to clean your first file?
Free to start, no card needed. Upload a spreadsheet and see what Operelio finds.