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Symon.AI Release 3.12.0


Release notes for the Symon.AI 3.12.0 release.

We made something for you...

and we think you're going to like it!

Introducing the Exports page

We've moved the export capability to it's very own page. You can create manual exports or schedule exports, search by export name or output. You can also filter by the status of the export, by pipe or date.


Create scheduled exports to make your life easier!


We love it when we can help you work smarter, not harder. Want to learn more? See the Exporting data page.

New SFTP export connector

We've added a new way to export data with the SFTP export connector. You can now export your Symon.AI assets to a SFTP location where you can pick them up by your other systems for integration.

New blueprints are coming your way!

We've been busy and have added five new blueprints to our Solutions page! We created the following blueprints with you in mind:

  • Identify New Hires: Check if new employees are in Varicent ICM and create a new hire table for upload.

  • Track Territory Changes: Compare your current and previous Sales Planning territory snapshots. Track changes every cycle.

  • Transaction Reconciliation: Compare transactions to identify billed transactions.

  • Transaction Validation: Identify potential errors in your transactional data before you process it.

  • Entity Resolution: Unify accounts recorded under different names to map transactions to the right accounts.

And some new How-to's!

We've also added two new How-to solutions, Hierarchy creation and Hierarchy validator.

Hierarchy creation organizes your data into parent-child relationships based on the inputs that you define in each level.

Hierarchy validator identifies any errors that could break your hierarchy.

With these two solutions in your toolbox, you're unstoppable!

Loved it before? Wait until you see it now!

We took the time to revamp some of the things you already love.

Additional support for the Formula and Case tools

We've also added some additional support for the Formula and Case tools. Now you can use numbers and text in the concat function and you can use numbers and dates in the min and max functions. We love expanding our functionality!

Formula tool gets a new function

We've been busy and added a couple of new functions in the Formula tool!

First, we added a function called pad() which allows users to easily add leading or trailing characters. The pad() function supports text and number data types.

Then, we took it further and added the MROUND() function, which returns a number rounded to the nearest multiple.

Full details gets a new name

We've changed the name of the Full details button in the row viewer to Data profile. We've also moved it's location to be near the Data and Stats tabs so you can access it easier!


When you open the Data profile option you are able to see your columns ordered based on your data.

Loading states get an update

We've been busy and improved the loading states! You'll see the fresh makeover when you do any of these actions: when you sign up for Symon.AI, create a pipe for the first time, including

  • Sign up for Symon.AI for the first time.

  • Create a pipe, including sample pipes, tutorials, and blank pipes.

  • Enter an existing pipe to work on.

Duplicate column names in uploads

No more errors! If you have any duplicate column names in your Excel or CSV files, Symon.AI allows the duplicates. Previously, an error would appear, but now a number appends at the end of the column name to distinguish the column.

We crushed some bugs!

and we're so happy that we did...


Bug number

Resolved an issue where the formulas in the Formula tools in the ASC 606 Preparation and ASC 606 Amortization blueprints were not displaying.


Fixed an issue where big pipes were adding commas when changing column type.


Resolved an issue where users signing in through single sign-on would get an error.


Fixed an issue where SFTP CSV imports failed during the import process.