Frequently asked questions
Everything you need to know about CustomerClarity. Can't find your answer? Email us.
CustomerClarity accepts CSV files (.csv). Most platforms export customer or contact data in this format directly.
If your platform exports to Excel (.xlsx), open the file and save it as CSV before uploading. Any spreadsheet application can do this in a few clicks.
No. Your data is held in memory for the duration of your session and is never written to a database or persistent storage. When your session ends or the analysis expires, the data is gone.
We do not retain, sell, or share your customer data. Ever.
Results are available for 1 hour from the time of upload. After that, the analysis expires and you'll need to re-upload your CSV to run a new one.
If you've unlocked your analysis, download the PDF and save the drilldown link before the hour is up. The drilldown link stays active for 30 days after it's generated.
Yes. CustomerClarity works with any CSV export. Common field names like Name, Email, Phone, Address, and Balance are automatically recognised regardless of the platform they came from.
We have step-by-step guides for QuickBooks Online, Salesforce, HubSpot, Xero, and Shopify on our How to use page.
Confidence reflects how many signals corroborate the match.
HIGH confidence clusters are shown first and are generally safer to act on. MEDIUM clusters warrant closer review.
The engine works in two passes. First it buckets records by their first meaningful name token, then within each bucket it groups by shared email, then shared phone. This catches records that share contact details even when names differ slightly.
A second pass runs a recursive name-token match to catch exact name duplicates that have no contact data at all.
Every record appears exactly once in the output — either as part of a cluster or as a clean single record.
This assessment appears when a cluster has four or more distinct email addresses. That level of email conflict typically indicates the records don't all represent the same person — they may have been grouped under a shared name but are actually separate customers.
In these cases, merging would be the wrong action. The cluster is flagged so you can review each record individually before deciding what to do.
No. CustomerClarity is an analysis tool, not a merging tool. We surface patterns and observations — what you do with them is always your call.
To merge records, you'll need to do that directly in your accounting or CRM system. The analysis gives you the information you need to make those decisions with confidence.
Pricing is based on the number of records in your CSV.
During our beta, all analyses are available at no charge. The price shown at checkout is crossed out and replaced with $0.
Unlocking gives you access to:
The PDF downloads automatically after you unlock. The drilldown link is available in your nav bar.
Yes — that's one of the main uses. The PDF is designed to be forwarded to a team member, accountant, or bookkeeper. It's a self-contained document with all clusters, assessments, and links back to the interactive drilldown.
The drilldown link is a private URL. Anyone with the link can view it for 30 days after it's generated.
Yes. Simply go back to CustomerClarity and upload your CSV again. The analysis runs in seconds and the results will be fresh.
If you previously unlocked your analysis and need to download the PDF again, re-uploading the same file will generate a new analysis. You'll need to unlock again — during beta this is free.
Email us at [email protected]. We read every message.
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