Bring what you have. Start from a trusted baseline.
Import entity data from Excel, CSV, third-party systems, APIs, documents and legacy databases. Entiti maps the data, keeps every source visible, surfaces conflicts and lets a reviewer approve what the portfolio will rely on.
Come as you are
Import from the files and systems you already use.
You do not need to rebuild your portfolio before migration starts. Bring structured files, system exports, configured API feeds and supporting documents; Entiti keeps the source identity attached as the data moves into the governed model.
Entiti identifies sheets, headers and likely entity fields before mapping starts.
Every mapped value can still be traced back to the file, sheet and source field it came from.
Migration flow
Four stages. One governed starting point.
Every migration follows the same sequence. Nothing becomes part of the approved baseline simply because it arrived in a file, system export or API feed.
01 · Import
Bring in the data you already rely on.
Start with the real source landscape, not an idealized template. One migration batch can combine structured files, third-party exports, configured API feeds and supporting documents.
Good data should keep moving.
Migration should not stall because a few rows or documents need attention. Entiti separates usable records from exceptions so review can focus on what actually needs a decision.
02 · Map
Map every source into the same entity model.
Entiti matches incoming fields to legal identity, ownership, people, documents and obligations. Obvious matches can move quickly; ambiguous fields stay visible for review.
Review only what needs attention.
Your team should not have to inspect every column when the mapping is already clear. Suggested mappings handle the obvious cases and isolate the uncertain ones.
03 · Reconcile
See conflicts before they become facts.
Duplicates, missing evidence, stale information and contradictory values become explicit review items. Entiti does not silently merge or overwrite the evidence you imported.
Keep uncertainty visible until it is resolved.
When two sources disagree, Entiti shows both values and the evidence behind them. A reviewer can resolve the issue without losing the original source trail.
Two values exist. Neither becomes authoritative until the supporting evidence and review decision establish which one the organization relies on.
04 · Approve
Approve the baseline before teams rely on it.
A named reviewer confirms the starting position. The approval records who decided, when it was approved and which evidence supported the decision.
Authority starts with an explicit decision.
The goal of migration is not a clean-looking database. It is a reviewed starting point that Legal, Finance, Tax and operations can rely on without losing the evidence behind it.
Approval will create the governed starting baseline and keep all open exceptions visible.
Start small
Prove the migration with one bounded portfolio. Then expand.
Global cutover is not required. Start with a representative scope, validate mapping, review effort and reporting readiness, then repeat the approach with less risk.
Choose a starting point
Start where the data is representative — not where it is perfect.
The first migration should contain enough real complexity to test ownership, evidence, permissions and reporting without turning the project into a global program.
One region, business unit or representative portfolio.
Validate the baseline, review process and reporting experience before expanding across the organization.
- 1Choose a bounded group
- 2Resolve real exceptions
- 3Expand after approval
Prove the model before broader rollout.