Hi there,

🧠 From Business Logic to Structured Mapping

This release marks a major milestone in Nexadata’s agentic AI copilot: advanced Mapping Groups now support conditional business logic written in plain English.

Simply describe your business rules using everyday language with “if,” “then,” “or,” and “otherwise,” and Nexadata translates your intent into structured mapping logic that models your organization’s data rules with precision.

For example, you might say:

• If region is “North America” or “Europe,” then map to “EMEA,” otherwise map to “Other Regions.”
• If account_type is “Enterprise” and revenue > 1,000,000, then set tier = “Platinum,” else if revenue > 500,000, then set tier = “Gold,” otherwise “Standard.”
• If product_code starts with “X,” then assign business_unit = “Technology,” if it starts with “F,” then “Finance,” else “Miscellaneous.”

These conditions are automatically structured into Mapping Groups, ensuring your transformation rules remain transparent, traceable, and aligned with business intent without requiring technical expertise.

🪄 Introducing the “Plan” Step

Before Nexadata executes your instructions, the AI now creates a plan — a clear and structured outline of how your inputs will be interpreted. You can review, modify, and approve this plan before execution to ensure it aligns with your business logic.

This new human-in-the-loop validation step encourages collaboration between domain experts and AI, making every transformation explainable and auditable. Users can iterate naturally with Nexadata, such as “Refine the rule to include inactive accounts only if the status is archived.” The AI adjusts and resubmits the plan for review, creating a transparent and iterative design process.

📄 Summary AI Prompt Overview

Every AI-built Pipeline now includes a Prompt Overview that summarizes the information and decisions that shaped its construction.

This overview supports audit readiness, traceability, and compliance logging by showing exactly what context, instructions, and logic informed the final output.

🧩 Simplifying Conditional Logic with “Any”

Nexadata introduces a new “any” mapping type that simplifies rule creation and removes the need for complex fallback logic.

With “any,” users can create broad conditional mappings without chaining or redundant rules. This makes logic easier to read, reduces duplication, and improves reliability in AI-generated mappings.

Example:
If any product category is missing, then map to “Uncategorized.”

🔢 Simplified Data Types

To make Nexadata even more intuitive, we’ve streamlined our data types for clarity and consistency across all interfaces.

• Integer and Decimal have been merged into a single Number type.
• String has been renamed to Text, reflecting business-friendly terminology.

These changes simplify schema design and make data modeling easier for all users, technical or not.

📘 New Quick Start Guide

We’ve introduced a new Quick Start Guide featuring the Nexadata AI Copilot. Learn how to connect, map, and harmonize your data in under 10 minutes. Follow step-by-step examples that show how to use natural language to define business logic, review AI-generated plans, and validate transformations with confidence.

🧱 Platform Fixes

• ENG-704 – Bug Fix: Merging columns of different types (for example, “Text” and “Number”) now works as expected during transformation.

🚀 What’s Next

We’re building the App Connector Copilot, expanding Nexadata’s agentic AI to directly access data from a wide range of business applications.

Business users will be able to simply provide their access credentials and describe their data needs in plain English. Nexadata will then connect, clean, and unify datasets across systems automatically, making it easier than ever to bring together business data from multiple sources without technical setup.

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

Introducing Nexadata AI Copilot

The Early Fall Release represents a major evolution of the Nexadata Platform, introducing a truly agentic AI Copilot that autonomously builds, validates, and refines data Pipelines based on user-defined requirements. This release brings a new level of intelligence, precision, and flexibility to the data transformation and mapping process.

🧠 From Natural Language to Structured Intent

Previously, users built Pipelines using simple natural language instructions. Now, users can provide their requirements in a parenthetical format and optionally specify the desired output format. With this information, Nexadata’s agentic AI automatically constructs the entire Pipeline, ensuring that every transformation matches the intended result.

🔁 Deterministic, Step-by-Step Intelligence

Nexadata’s agentic AI employs a deterministic and iterative approach to Pipeline creation. At each stage, the AI Agent evaluates the results and then adds the next transformation step deterministically, progressing toward the defined goal with precision and traceability. This method ensures every action in the Pipeline is explainable, reproducible, and aligned with the specified output structure.

👁️ Human-in-the-Loop Validation

Once the pipeline is built, each step is fully visible, enabling users to verify, modify, and approve the AI’s work. This human-in-the-loop design combines automation with supervision, ensuring users trust that every transformation complies with their business rules and data quality standards.

⚙️ Dynamic Transformation Logic

All transformations, including join logic and conditional mappings, are now dynamically built based on the user’s supplied requirements. Nexadata’s AI interprets intent and data relationships to generate contextually accurate and efficient transformations, dramatically reducing the time required to build complex data workflows.

🧩 Flexibility Through Advanced Mode

Nexadata continues to offer Advanced Mode, enabling users to manually build Pipelines and conditional mapping groups when preferred. Advanced Mode also provides an easy way to make targeted adjustments to Pipelines that have been created by the agentic AI, delivering the best of both worlds: automation and control.

👉 Read the AI Copilot docs

🤖 Transition to Anthropic Claude Models

This release also features a complete migration from OpenAI to Anthropic, utilizing Claude’s reliability, structured reasoning, and long-context capabilities, which are essential for understanding complex mapping and transformation logic across large datasets. This transition ensures Nexadata provides predictable, steerable, and enterprise-ready AI performance.

🔐 Bring Your Own Key (BYOK) for Claude API

Nexadata now supports Bring Your Own Key (BYOK) for the Anthropic Claude API.

Organizations can use their own Claude instance or fine-tuned models, enabling Nexadata to utilize your custom-trained specialization while ensuring secure orchestration and compliance.

👉 Read the BYOK docs

🛡️ Privacy by Design

As always, Nexadata does not store your data, nor is your data ever shared in full with any large language model.

To enable deterministic AI processing, a limited and controlled sample of records may be securely shared with the AI agent to determine the next transformation step. This sample is never persisted, and all processing occurs within Nexadata’s secure environment. Your data’s privacy, integrity, and governance controls remain fully protected throughout the process.

🛠️ Platform Fixes

This release also includes several key platform improvements focused on security, reliability, and ease of use.

• ENG-730 – Simplified Non File-Based Connections - Connections that are not file-based, such as REST or other direct APIs, no longer require PGP encryption keys. This change streamlines configuration and removes unnecessary setup steps.
• ENG-732 – Hide Pigment API Keys After Verification - Pigment API keys are now hidden once verified to enhance connection security and protect sensitive credentials.
• ENG-741 – Default to the Latest Salesforce Version - When setting up a Salesforce Connection, Nexadata now automatically defaults to the latest supported Salesforce API version, ensuring compatibility and reducing setup effort.
• ENG-743 – Prevent Deletion of Active Target Connections - Connections that are currently used as targets in a Workflow can no longer be deleted. This safeguard prevents accidental disruptions to dependent Pipelines and ensures operational continuity.

🚀 What’s Next

Here’s a look ahead at what’s in the pipeline:

• Unified Dataset Builder (DSB) – Manage structured, semi-structured, and unstructured datasets in one place.
• Google Drive Connector – Connect, preview, and transform Google Sheets and CSVs directly in Nexadata.

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

September 30, 2025

We’re closing out the summer with powerful new capabilities to make automation easier, datasets richer, and connections more reliable. Here’s what’s new in Nexadata.

⏰ Workflow Schedules

You can now schedule your Nexadata Workflows to run automatically—hourly, daily, or on a custom cadence. This ensures your harmonized data is always flowing to downstream systems without manual intervention.

With Workflow Schedules, you can:

• Automate routine processing with reliable, repeatable runs
• Ensure systems are always updated with fresh and aligned data
• Reduce manual overhead and focus on higher-value work

👉 Read the Workflow Scheduling docs

🔗 HubSpot Object Associations in Datasets

Nexadata now supports referencing HubSpot Object Associations directly when building datasets. That means Deals ↔ Companies ↔ Contacts ↔ Tickets relationships are preserved and accessible in your harmonization process.

This update allows you to:

• Easily join across HubSpot objects without custom queries
• Build richer CRM datasets for revenue, marketing, and support analytics
• Maintain relationship integrity for cleaner outputs

👉 Read the HubSpot Associations docs

🧪 Interactive Connection Testing

No more “set it and hope it works.” You can now test all Nexadata Connections interactively to confirm that credentials and endpoints are valid.

Connection Testing supports:

• Basic Auth, API Keys, and OAuth connection properties
• Real-time feedback to help troubleshoot login issues
• Reduced risk of failed runs due to expired or outdated credentials

👉 Read the Connection Testing docs

🚀 What’s Next

Here’s a look ahead at what’s in the pipeline:

• Agentic AI Phase 1 – Describe your data goals in plain English, and Nexadata generates a step-by-step integration plan.
• Google Drive Connector – Connect, preview, and transform Google Sheets and CSVs directly in Nexadata.
• Unified Dataset Builder (DSB) – Manage structured, semi-structured, and unstructured datasets in one place.

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

We’re excited to share the highlights from our Late Summer Platform Release. This release focuses on Workflows, the new Salesforce Connector, and a few important quality-of-life improvements.

🚀 Introducing Nexadata Workflows

Nexadata Workflows centralize and streamline your data harmonization needs, allowing you to combine structured, semi-structured, and unstructured data into a single automated process.

With Workflows you can:

• Organize and process all data types — from Salesforce and HubSpot data to Excel sheets, text files, and PDFs
• Automate routine data tasks with repeatable, maintainable, and auditable workflows
• Reduce manual effort by eliminating fragmented one-off integrations
• Ensure your data is analysis-ready, fresh, and aligned with downstream systems

Workflows are designed to scale with your business and give you confidence that your data pipelines are running reliably and transparently.

👉 See the Workflow docs

🔗 New: Salesforce Connector

Nexadata now integrates bi-directionally with Salesforce!

You can:

• Ingest Salesforce data into Nexadata via the graphical SOQL query builder or predefined Salesforce Reports
• Send enriched results back to Salesforce using Insert, Update, Upsert, or Delete actions
• Configure mappings for standard and custom Salesforce objects with flexible options
• Optimize performance with Real-time or High-volume sync modes

Example use cases:

• Connect to two or more Salesforce instances, harmonize and map the data, and clean up your CRM environment
• Bi-directionally exchange data across Salesforce ↔ HubSpot ↔ Anaplan ↔ Pigment to keep all systems in sync

This connector makes it easier than ever to use Salesforce data in your Nexadata pipelines — and ensure your CRM stays consistent across your business.

👉 See the Salesforce Connector docs

🛠 Improvements

• Nexadata now automatically detects data sources with a single column, removing the need for manual adjustments.

🔭 What’s Next

Here’s what we’re working on next:

• Schedules & Notifications in Workflows – Automate runs and get alerts on completion or errors.

🚀 Ready to try it out? Sign up today for the Base (Free) Edition and unlock access to all platform features — no credit card required.

👉 Start Free at nexadata.com/pricing

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

We’re excited to share what we’ve been building this summer. The latest Nexadata release delivers major improvements in connectivity, security, workflow management, and auditability, all designed to help your team work faster, govern smarter, and transform data more intuitively.

🔌 New Connectors: Built-In Bidirectional Sync

You can now natively import and export data to and from:

• Anaplan - now with support for executing Processes to trigger model-to-model sync-ups once harmonized data is pushed.
  ​See Anaplan Docs →
• Pigment - supports bidirectional sync using Views, Blocks (Metrics, Dimension Lists, Transaction Lists), or the Payload Builder.
  ​See Pigment Docs →
• HubSpot - connect sales and marketing data with operational workflows, planning, and reporting.
  ​See HubSpot Docs →

These connectors support round-trip data sync and dynamically reflect your app’s structure - no more chasing down codes or object IDs. 👍

🔒 Enterprise-Grade Security

We’ve implemented a complete access control framework to support secure operations at scale.

✅ Role-Based Access Control (RBAC)

Nexadata now supports a matrixed security model where users are assigned both a Role and a Group. Roles (e.g., Super Admin, Security Admin, Connection Admin, Billing Admin, Workflow Access) define global platform privileges, while Groups act as the unit of permissioning across Workspaces and Environments.

🧱 Workspaces & Environments

Workspaces are now a foundational part of Nexadata and a core component of our upcoming launch of Workflows. With Workspaces, you can now:

• Include independent DEV and PROD environments
• Control access through group-based permissions can be set with five access levels: Viewer, Executor, Editor, Creator, and Admin.
• Use names, descriptions, and color tags for clarity and segmentation

🔐 SSO & IP Allow Lists

• SAML-based SSO for secure, org-wide authentication.
• IP Allowlist to restrict access to trusted locations only.

🛠 Other Enhancements

• Formula support for column names with spaces automatically wrapped in to make formula writing easier.
• UX improvements for large Mapping Groups, including smoother scrolling and a persistent Save button.
• Improved error handling for malformed or corrupted uploads and character encoding issues.

🔭 What’s Next

Looking ahead, we’re working on making Nexadata even more powerful:

• Workflows - Bundle multiple datasets and pipelines into a single output with integrated scheduling, notifications, and change tracking.

• Salesforce Connector (Bidirectional) - Full sync support for Salesforce data.

Try the new features today, and let us know what you’d like to see next using the in-app feedback tool. We’d love to hear from you!

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

🚀 Nexadata is Now Live on app.nexadata.com!

We’re excited to share a major milestone: Nexadata has officially transitioned from beta.nexadata.com to our production environment at app.nexadata.com!

This marks the end of our beta phase and the beginning of a new chapter—one that’s been shaped by your feedback, use cases, and partnership.

✨ New Features Added Since Beta

Over the course of the beta, we introduced a number of powerful features to help you better ingest, transform, and map your data.

🔐 Authentication & Access

• You can now sign in with Google Authentication via OAuth 2.0, making login more secure and convenient.

📄 Ingest Unstructured Data

• We introduced the Nexadata Dataset Builder, enabling you to extract and transform data from unstructured sources like PDFs with tables and formatted reports.

✅ Smarter Mapping & Approvals

• New Approval Workflow lets you review and approve unmapped items before they’re committed.
• Integrated Semantic Matching intelligently suggests mapping candidates to speed up your workflow.
• Audit Tracking for Mapping Groups gives you visibility into changes over time, with the ability to revert to previous versions when needed.

➗ Enhanced Data Transformation

• You can now perform column-level calculations to dynamically compute new values based on other columns.
• The platform supports formatted column conversion—automatically handling currency symbols, commas, and more.
• Easily join datasets using a common key, enriching your data for better analysis.

🔌 Expanded Connectivity & Integration

• Securely transfer data with SFTP + PGP encryption.
• Use the new Nexadata REST API for programmatic access and integration into your existing workflows.

📬 Better Feedback Loop

Now that we’ve exited beta, we’re also improving communication around your feedback.
You’ll begin receiving direct updates on issues you file, helping close the loop and keeping you informed every step of the way.

🔮 Coming Soon...

You might be wondering, what’s next? A lot!

We’re actively working on:

• New application connectors to expand your integration options
• A new way to organize and execute work via Workflows, Workspaces, and Environments
• Granular roles and permissions for enhanced data security and control

Stay tuned—these updates are just around the corner.

Thank you again for your support, trust, and feedback. Nexadata continues to grow because of our incredible user community—and we’re just getting started!

— The Nexadata Team