Account & settings

Workspace defaults apply to new projects. Existing projects keep their own settings.

Profile

First name

Last name

Work email

Organization

Defaults for interpreting phone, address and date columns. Per-project overrides are supported during mapping.

Language

Default region

Date format

Default retention for new projects

Delete source files after a successful export

Derived exports are kept until the retention window elapses.

Require confirmation before merging reviewed matches

Recommended. Keeps a human decision in the reconciliation loop.

Email me when background processing finishes

Notifications are not sent during the prototype stage.