Data workflow
Merge messy CSV and Excel files into one clean workbook.
Upload multiple CSV or XLSX files, let WorkbookWise detect real tables and matching columns, review uncertain mappings, then save one validated workbook with source traceability.
WorkbookWise preview
Combined workbook
Item
April Sales.csvDetail
Customer, Invoice, AmountStatus
MappedItem
May Export.xlsxDetail
Party, Bill No, Bill AmtStatus
MappedItem
OutputDetail
Master Data + Source MappingStatus
ValidatedProblem
Why this feature exists
Many Indian business exports arrive as separate branch, month, vendor or platform files. The headers may not start on row one, column names differ, and manual copy-paste can lose rows or hide duplicates.
Approach
How WorkbookWise handles it
Combine & Clean reads each uploaded CSV or XLSX, detects real tables, normalizes common business headers, asks the user to review only uncertain mappings, then creates a single validated workbook with source mapping and duplicate review sheets.
Outcomes
What users should get from it
Who it is for
Built around real workbook owners
Retail and trading teams
Combine branch sales, customer dues, supplier payment or stock exports.
Accountants
Merge client month files before review, reporting or reconciliation.
Operations teams
Clean inconsistent CSV exports without rebuilding a master sheet by hand.
Business owners
Get one Excel workbook from scattered files before decisions or follow-ups.
Common workflows
The jobs this page should answer
Happy path
From public page to useful output
Upload files
Select the CSV or XLSX files that belong in one combined workbook.
Detect tables and headers
WorkbookWise finds the real data table even when title rows or footers are present.
Review mappings
Confirm only uncertain column matches and decide whether to keep or ignore extra columns.
Preview the workbook
Inspect Master Data, Source Mapping, Duplicates and Summary before saving.
Save or repeat later
Download the validated workbook or save the setup as a process for the next run.
Product example
Monthly Sales Combine
Two different exports can become one workbook with a master sheet and source trace.
Included
What the flow covers
Trust notes
What it does
Core capabilities
Upload more than one CSV or XLSX file.
Detect header rows even when reports have title rows above the table.
Review uncertain column mappings and duplicate groups before save.
Save repeatable Combine & Clean processes for monthly file runs.
FAQ
Frequently asked questions
Is Combine & Clean the same as Use My Data?
No. Use My Data imports one old file into a selected template. Combine & Clean merges multiple source files into one clean workbook.
Does it support Excel and CSV?
Yes. Launch scope supports CSV and XLSX uploads with file-size and row-count limits.
What happens to duplicate rows?
Exact and possible duplicates are flagged so the user can review them in the output workbook.
Can I run the same combine next month?
Yes. Save as a repeat process after a successful run, then upload fresh files next time.
Does it store raw source rows in the database?
No. The workflow stores minimized process and run metadata by default, not raw spreadsheet rows.
Related features
Continue exploring WorkbookWise
Reconcile
Upload two CSV or XLSX files, confirm the match key and fields to compare, then generate a reconciliation workbook with exact matches, mismatches, duplicates, and only-in-each-file rows.
Fix My Excel
Upload an Excel or CSV file, keep the original rows, and create a cleaner workbook with mapped columns, formulas, dropdowns, summaries and help notes. Use My Data is the template-specific version when you already picked a target workbook.
My Workbooks
My Workbooks keeps custom and upgraded files separate from the public template gallery, with download, delete, share and export paths.
Ready to use Combine & Clean?
This page explains the workflow in detail. The app is where the user creates, downloads, saves or exports the workbook.