Excel workbook
Native .xlsx with a frozen header row, filters and real dates — opens directly in Excel.
Workflow
Fits the way classification teams already work.
Bring in the spreadsheets you already maintain, organize rulings with your own labels, and take the results back out to Excel.
Import
Bring your own spreadsheet — in any layout.
Upload an Excel workbook, CSV or Excel XML file. A preview of your first rows lets you match each column to the right field, choose the header row and where the data starts, and review every row before anything is imported.
- Column matching — recognized headings are matched for you
- Review first — new, updated, skipped and invalid rows are counted and listed
- Built for volume — files with hundreds of thousands of rows are processed on the server, with progress shown
Organize
Flags, keywords and a watchlist.
Label rulings the way your team talks about them — by product family, customer, review status. Everything is private to your account, searchable, and available in bulk: select a page of results and flag or watch them in one action.
- Bulk actions on any list or search result
- Your own rulings kept next to the reviewed library
- Saved searches for standing questions
Export
Take the result back out to Excel.
Export the whole library, or exactly what the current list or search shows — including your flags and keywords.
CSV
UTF-8 with readable dates, ready for any system that accepts a delimited file.
Templates
Download a blank template with the right columns, fill it in, and import it back.
Bring precedent into your classification process.
Review the platform, or tell us about your team and we will arrange your membership.