WeTransform

Configure a transformation in your own workspace, then hand it over to a customer with one click. They get full control and run it on their own from then on.

How to share a transformation with a customer

In embed mode, your customers upload, map, fix, and submit their files entirely on their own, inside your interface. Here's the journey they follow, step by step.

What do your customers see when they upload a file?

A connector is a ready-made transformation for a known source format (Sage, Magento, Salesforce…). When a customer uploads a matching file, WeTransform applies your pre-defined steps automatically.

Connectors — give your customers ready-made transformations

Stéphane Jauffret

How your customers will interact with WeTransform

Simplify your customers' uploads

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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