Getting Started & Settingsstable

Questions about the app itself — getting started, setting up AI, the User Menu, account/license, and settings — rather than a specific data tool.

What the app is

A desktop tool for ERP/HCM data work — comparing datasets, converting/reshaping data into Workday templates, building EIB upload files, and diagnosing failed loads. Pick the right tool for your task:

• Compare — find differences between two datasets.
• Convert — reshape one source into a Workday Excel template or CSV.
• EIB — fill a Workday EIB template for upload.
• Load Errors — map a failed EIB upload's failure report back to your rows.
• Reporting — join two sources into a combined dataset *(preview)*.

(See each product's knowledge doc for specifics.)

Setting up AI (needed for AI features)

AI features — AI analysis, mapping suggestions, and this assistant's richer answers — require an AI provider. To configure one:

User Menu (bottom of the sidebar) → AI Providers… → Add Provider.

Provider fields: name, type (Ollama or OpenAI Compatible), Base URL, API key, model, plus max tokens and temperature. For the hosted trial backend, you're given a key and use:

• Type: OpenAI Compatible
• Base URL: https://api.kinetex.dev/v1
• API Key: your issued key
• Model: gemma4:26b

The same modal has a Business Rules tab and a global "Include personal information (PII) in AI requests" toggle — off by default, so data that looks personal is stripped before anything is sent to the model.

The User Menu (bottom of the sidebar)

• Account — Manage Account, Subscription & Billing (signed-in users).
• Shared Translate Groups — configure and import/export reusable value

crosswalks.

• SQL Connectivity — GitHub configuration, Oracle connections, Oracle client

path (for SQL data sources).

• Documentation, Report Issue, Enter License Key, **Check for

Updates**.

• Developer — Backup Database *(Pro)*, Cache Settings, Test Sentry, View

Recent Log.

• Learn — Tutorial.
• Sign In / Sign Out.

Gotchas

• Many editing tabs (Mapping, Translate, etc.) stay disabled until you've

selected or created a configuration/validation for that product.

• Some features are plan-gated (e.g. Database Backup) and show a "(Pro)" hint

when unavailable. (Translate is not plan-gated — it's available on every plan, including the free tier.)

• Enter a license key via User Menu → Enter License Key to unlock paid

features.

Related tools

• Each data tool has its own knowledge doc; this one covers the app shell.