Import Data Wizard
ANALYSIS CYCLE
Q3 2026
Raw Data Import Wizard
Upload XLSX or CSV datasets with column mapping, multi-company auto-detection, SHA-256 deduplication, and raw preservation.
Upload Branch Hierarchy & Coordinates
Upload branch lists with node types (RO, Area, Branch), connected parent links, and spatial coordinates.
Upload Branch Area & Business Stats
Enrich branch records with Area, Region, Zone, AUM (₹ Cr), Cohort, and Quarter/Month data.
Expected File Column Headers:
Quarter/Month
BR Code
State
BR Name
Area
Region
Zone
Branch Cohort
AUM ₹ Cr (Cumulative)
* Matches existing branches automatically by BR Code or Branch Name. If a branch does not exist yet, it will be automatically created.