Sometimes the fastest way to onboard a customer is to build the transformation yourself. Share with customers lets you configure a transformation in your own workspace, then hand a copy to a customer, who takes full control of it from then on.
⚙️ How to share a transformation
Go to your Transformations page
On the transformation you want to hand over, open the settings menu (⚙️)
Click Share with customers
Choose the customer who will receive it
🤝 The transformation is copied, not moved. The customer receives their own copy and has full control over it: they can run it on new files, adjust it, and submit results on their own, without you in the loop. Your original stays in your workspace, so you keep a trace of what was delivered.
🏭 Example — onboarding done for the customer, not by the customer
A platform onboards a new supplier who sends a tricky catalog file, catalogue-2026.xlsx, with merged cells and inconsistent category names. Rather than walking the supplier through the setup, the platform's team uploads the sample file, configures the rules and the value mapping, and verifies the output in Finalize. Once everything runs clean, they click Share with customers and select the supplier. The supplier now uploads their weekly catalog into a transformation that already works.
🧭 When to share, when to use a connector
Share with customers targets one specific customer: you hand over one configured transformation to one recipient.
Connectors target a source format: the same ready-made steps are offered to every customer whose file matches. See Connectors — give your customers ready-made transformations.
👉 What to do next