Kit Workflows Documentation

You know the pain. Messy spreadsheets. Data that doesn't match. Hours lost to cleanup that should take minutes.

This is your guide to turning that chaos into clean, usable data—and doing it once so you never have to do it again.

What is Kit Workflows?

Kit turns messy spreadsheets into clean, reusable outputs. No code. No starting over. Just upload your data, set up your workflow, and get clean results in minutes.

Who Kit is for

If you're the person who spends hours cleaning donor lists, fixing Excel files before they can be used, or manually prepping data for your CRM—Kit is built for you. Non-technical teams doing technical work deserve better tools.

What Kit replaces

• Hours spent on manual spreadsheet cleanup
• Copy-paste workflows that break when data changes
• Asking someone else to "just run it through Excel real quick"

What Kit is not

Kit isn't a database. It's not a full automation platform or BI tool. Kit does one thing well: it takes your messy data and makes it clean, standardized, and ready to use.

How Kit Works

The process is straightforward: Upload → Clean → Transform → Export

Upload your messy data. Build a workflow that cleans it up. Run it. Export clean results. Save that workflow and reuse it next time.

Key Concepts

Projects

Think of projects as folders. Each one holds your data, the steps you take to clean it, and the results. When you upload a new donor list or pull fresh data from an outside source like Quickbooks, that's a project.

Workflows

Workflows are the sequences of cleanup steps you build. Remove duplicates, split names, add districts—whatever you need. Build it once, save it, and run it on next week's data without starting over.

Steps

Steps are the individual actions. Each one does something specific: remove duplicates, fix capitalization, filter out incomplete records. You chain them together to build your workflow.

Datasets

Your data at every stage. Kit never touches your original upload. You can see what your data looks like after each step, compare versions, and roll back if something doesn't look right.

Credits

Most steps are free. Only enrichment and other premium features use credits. Everything else—cleaning, filtering, transforming—costs nothing to run.

Quick Start

Let's clean your first dataset. This takes about 5 minutes.

Step 1: Create your first project

1. Log in to Kit
2. Click "New Project"
3. Upload your spreadsheet (CSV, TSV, or XLSX work fine)
4. Look over the preview to make sure it loaded correctly

Step 2: Add your first step

1. Click "Add Step"
2. Pick "Dedupe" to remove duplicate rows
3. Select which columns should match for something to be a duplicate
4. Choose "Exact match" (you can get fancy with fuzzy matching later)

Step 3: Run it

1. Click "Run"
2. Watch Kit process your data
3. Check the results—you'll see how many duplicates were removed

Step 4: Export your clean data

1. Click "Export"
2. Download and use your clean data

Understanding the Interface

Kit's interface is designed to keep everything you need within reach. Here's what you're looking at.

Navigation Bar

The left sidebar is your main navigation. Click the chevron button at the bottom to collapse or expand it.

Primary Spaces

• Workspace: Your active project and workflow
• Projects: All your saved projects
• Workflows: Saved workflow templates you can reuse

Secondary Spaces

• Admin: System management (admin users only)
• Integrations: Connect external data sources (Pro plan only)
• Credits: Buy credits, set up auto-recharge, view transaction history
• Account: Your profile, security settings, subscription, and billing
• Support: FAQs and contact form to reach us

Header Bar

At the top:

• Your email: Shows who's logged in
• Buy Credits button: Quick access to purchase credits
• Logout button: Sign out

Workspace Layout

When you're working on a project, the workspace has two main areas:

Data Panel (Left)

Shows your current dataset:

• File name, size, row and column counts
• Data preview table with the first 25 rows
• Column headers with data type indicators (Text, Number, Date, etc.)
• Column status badges showing what's real, what will be added, what will be removed

Workflow Panel (Right)

Where you build and run your workflow:

• Run controls (Run Workflow, Run From Last Step, Run Next Only)
• Save, Load, or Clear a workflow
• Add Operation button to insert new steps
• AI Workflow Generator button
• Workflow steps list showing all your operations

Projects

Projects are where your work lives. Each one holds your data, the steps you take to clean it, and the results you get.

Creating projects

Two ways to start:

• Upload a file: Click "New Project" and drag in your CSV or Excel file
• Pull from a connected source: If you've set up data integrations with an outside platform or service, pull data directly (Pro plans only)

Naming projects

A new project will be assigned a default name. The name can be updated by selected the name at the top of the page and overwriting it.

Deleting projects

When you're done with a project, delete it from the menu. This removes everything—the data, the workflow, all of it. Make sure you've exported anything you need first as this data is not recoverable.

Data Sources

Every project needs data. You can upload files or pull from connected integrations.

Upload

The simplest way to get data into Kit:

1. If you have a pro plan with at least one data integration set up, you will see a drop down menu next to the projects name. Make sure that "Upload Dataset" is selected.
2. Either click "browse" to select a file or drag and drop it
3. Kit accepts CSV, TSV, and XLSX files up to 50MB
4. Once uploaded, you'll see a preview of your data

External Integration Tab (Pro plan only)

Pull data directly into Kit from another data source:

Select Your Integration

If you have a pro plan with at least one data integration set up, you will see a drop down menu next to the projects name. Make sure that "Upload Dataset" is selected. Follow the steps presented to pull in your desired data.

Load Data

Click "Load Data" and Kit fetches it from your connected source. You'll see a loading indicator while it pulls.

Data Preview

After loading (upload or integration), you see:

• File name and size
• Row count and column count
• Preview table with the first 25 rows
• Column headers with data types

Column Status Badges

As you build workflows, column badges show how your data will change as your workflow runs:

• Real (green): This column exists in your current data
• Pending Add (blue): A step will create this column
• Pending Remove (yellow): A step will delete this column
• Temporary: Created by one step, removed by another

Kit will anticipate changes to data structure downstream from a given step. For example, if you create a sum column in step 2, you are able to use that column in future steps as though it were uploaded with your original data.

Data Preview

The data preview table shows you exactly what your data looks like right now.

What You See

• First 25 rows: Enough to understand your data without overwhelming you
• All columns: Scroll horizontally to see everything
• Column headers: Names with type indicators
• Actual values: The real data, not placeholders

File Information

Above the preview:

• File name: What you uploaded or the integration source
• Size: File size in bytes/KB/MB
• Rows: Total row count
• Columns: Total column count

Why This Matters

Before you build a workflow, you need to know what you're working with. The preview shows you column names (for step configuration), data quality (so you know what cleanup you need), and structure (so you can plan your transformations).

Dataset Actions

Several buttons give you control over your data.

Download

Downloads your current dataset as a CSV file. Download grabs whatever you're looking at right now without workflow execution. Downloads show an alert if you're on a free plan and over your export quota.

Restore Original

Reverts back to the data you first uploaded or pulled. Any workflow steps you've run get undone, and you're back to the starting point. Useful when you want to start over without re-uploading your data or deleting your workflow.

Clear Data

Removes all data from the project. Your workflow steps stay, but the data is gone. Use this when you want to load different data into the same workflow.

Pull Settings

Only visible if your data came from an integration. Opens the configuration for your integration data source. Change date ranges, data types, or other settings, then pull fresh data. These settings are saved with the project so once set, updated data is one-click away.

New Pull

Only visible if your data came from an integration. Click this to fetch fresh data from that source. The date range and other settings stay the same as your last pull.

Workflows

Workflows are your cleanup process, saved. Build it once, run it again and again on new data.

This is where Kit shines: you're not redoing the same cleanup every week. You're running a saved workflow.

Building workflows

1. Click "Add Step"
2. Select and set up what that step should do
3. Run it and check the results
4. Add the next step, repeat

How workflows run

Workflows run step by step. Each step gets the output from the previous one. You can run one step at a time to test, "run from last" will start the workflow after the last fully executed step, or you can run the whole thing at once when you're confident.

Checking your work

After the workflows runs, Kit shows you the results. Use the "Recover" buttons next to each step to jump back to a particular version.

Saving workflows for next time

When you've built a workflow that works, save it. Next time you get fresh data, you can run the same workflow without rebuilding everything.

Adding & Configuring Steps

Workflows are built from steps. Each step does one thing to your data.

Adding a Step

1. Click the "Add Step" button in the workflow panel
2. Pick the step you want from the list (Dedupe, Filter Rows, Split Column, etc.)
3. The step appears in your workflow with a "Setup Needed" badge
4. Click "Settings" to set it up
5. Steps can be dragged and dropped into new order within the workflow.

Step Cards

Each step in your workflow shows:

• Number badge: Step order (1, 2, 3...)
• Step name: Like "Dedupe" or "Filter Rows"
• Billable indicator: Coins icon if the step costs credits
• Status badge: Shows current state
• Settings button Unexecuted steps will allow you to change how the step will run. Once executed, the settings button will show you a read-only view of how the step was configured during its last run.
• Trash button: Remove the step from your workflow. Only unexecuted steps can be removed.

Status Badges

• Setup Needed (red): Step isn't configured yet. You need to fill in required fields
• Ready (green): Fully configured and ready to run
• Running (blue spinner): Currently executing
• Completed (green check): Finished successfully
• Error (red X): Something went wrong

Setting Up Steps

When you click Settings, you get a dialog with all the step's options. Required fields are marked. Fill everything in, and Kit tells you if something's missing or invalid.

Live Preview

Some steps (like Transform Column) show a live preview of what the transformation will do to your data. You see sample rows before and after, so you know exactly what you're getting.

Column Availability

The configuration dialog shows which columns are available. If a previous step removed a column, Kit won't let you use it. If a previous step will create a column, Kit shows it as "Pending Add."

Saving Configuration

Click "Save" and the step's status changes from "Setup Needed" to "Ready." Now you can run it.

Running Workflows

Once your steps are set up, it's time to run them.

Run Buttons

Three ways to execute:

Run Workflow

Runs all steps from the beginning. Use this when:

• You're running the workflow for the first time
• You want to re-execute everything from scratch
• You've changed early steps and need to re-run from the top

Run From Last Step

Resumes from where you left off. Only runs steps that haven't been executed yet. Use this when:

• You added new steps to an existing workflow
• You want to continue from your last successful step
• A step failed and you fixed it—resume from there

Only available if you've already run at least one step.

Run Next Only

Executes just the next uncompleted step. Use this when:

• Testing one step at a time
• Want to check results before continuing
• Building and testing incrementally

Before You Run: Cost Estimation

If your workflow has billable steps, Kit shows a cost estimate before running the billable step:

• Your current credit balance
• Cost breakdown (platform run cost, AI research cost, district lookup overage)
• Total cost
• Remaining balance after the run

If you don't have enough credits:

• Kit warns you
• Shows a "Purchase Credits" button
• Workflow won't run until you have enough

If you have enough, click "Continue Workflow" and the workflow starts.

Checkpoint Modal

When the workflow reaches a billable step, it pauses and shows a checkpoint:

• Step name and row count
• Credits required for this step
• Your current balance

Choose:

• Stop workflow: Cancel execution here
• Continue Workflow: Keep going (if you have enough credits)
• Purchase credits: Buy more credits right now to continue

Execution Progress

While steps run, you see:

• Spinner animation: Shows the step is running
• Row count: Current/total rows processed
• Status messages: What's happening right now

Execution States

Steps go through these states:

1. Pending: Waiting to run
2. Running: Currently executing
3. Completed: Finished successfully—green checkmark appears
4. Error: Something failed—red X appears with error message

When Steps Fail

If a step errors:

• Workflow stops
• Error message shows what went wrong
• Fix the issue (usually configuration or data quality)
• Use "Run From Last Step" to resume

Viewing Results

After a workflow completes, the data preview updates to show the new state.

Data Versions

Every time a step runs, Kit saves that version of your data. You can go back to any point by clicking the "Recover" button next to the step.

Recover to Step

Want to roll back? Click "Recover to Step" on any version. This:

• Reverts your data to that point
• Removes all steps after that one
• Lets you continue from there

Use this when:

• A later step did something wrong
• You want to try a different approach from an earlier point
• Testing different workflow paths

Branch from Version

Click "Branch from Version" to create a new project starting from that data state. The new project:

• Gets a copy of the data at that version
• Starts with an empty workflow
• Lets you build a different workflow without affecting the original

Use this when:

• Testing alternative approaches
• Creating different outputs from the same midpoint
• Preserving your main workflow while experimenting

Why Versions Matter

Data work is messy. Sometimes you realize three steps later that you should have filtered differently. Versions let you go back without starting over. You can experiment, knowing you can always return to a known-good state.

AI Workflow Generator

The "Draft workflow with AI" button in the workflow panel uses AI to generate workflow steps from natural language. AI workflow generation costs 5 credits, which are billed upon delivery of a draft workflow.

How It Works

1. Click the "Draft workflow with AI" button
2. Describe what you want to do in plain English
3. Kit analyzes your data and your description
4. Generates a series of steps to accomplish it
5. You review and adjust the workflow as needed

When to Use It

• You're new and not sure which steps to use
• You have a complex cleanup task and want a starting point
• You want to see how experienced users would approach your data

What It Understands

The AI can handle requests like:

• "Remove duplicates based on email, then split the full name column into first and last"
• "Filter to only California donors, sort by donation amount descending"
• "Combine street, city, state, and zip into a single address column"

After Generation

Kit adds the steps to your workflow. Kit will attempt to configure all steps, but some may need additional information. Steps that need attention willl have a "Setup Needed" status. Review all AI outputs, adjust configurations if needed, then run.

Tips for Better Results

• Make sure your data has descriptive column headers
• Be specific about what you want, including ranges and amounts you need the finished workflow to handle
• Review the generated steps before running—AI isn't perfect

Importing & Exporting Workflows

Kit lets you share workflows between accounts, back them up, or reuse them across projects using .kit files—a portable format that captures your full workflow configuration.

Exporting a workflow

You can export any saved workflow as a .kit file directly from the workspace:

1. Open the workflow panel and click the ··· menu in the header
2. Select Export as .kit
3. The file downloads immediately—no dialog required

The exported file contains your complete workflow configuration, including every step and its settings. It does not include any data from your project.

Importing a workflow

To bring a .kit file into Kit Workflows:

1. Click the ··· menu in the workflow panel header and select Import
2. Drop your .kit file into the upload area, or click Browse files
3. Kit checks each step for compatibility with the current version of the platform
4. Review the step summary and give the workflow a name
5. Choose how to import it:

• Save for later — adds the workflow to your saved workflows list without changing your current workspace
• Load into workspace — saves the workflow and immediately loads it into your current session, replacing any existing steps

If your current workspace has steps, Kit will ask you to confirm before replacing them when you choose "Load into workspace."

Workflow names must be unique

Kit enforces unique names across your saved workflows. If the name from the imported file is already taken, you'll be prompted to choose a different name before the import can complete.

Renaming a workflow

To rename the workflow currently loaded in your workspace:

1. Click the ··· menu in the workflow panel header
2. Select Rename
3. Enter a new name and click Rename

Rename is only available when a saved workflow is loaded. The new name must not already be in use by another saved workflow.

Compatibility across versions

Kit tracks the version of each step's configuration when a workflow is saved or exported. When you import a file, Kit automatically checks whether any steps need to be updated for the current version of the platform. In most cases this happens silently. If a step needs manual attention, Kit will flag it during the import review so you can complete the configuration before running.

What .kit files contain

• The workflow name
• Every step: Step type, name, and configuration settings
• Version metadata used to detect compatibility issues

.kit files do not contain any project data, column values, or anything specific to a particular dataset. They are safe to share externally.

Steps

Steps are the actions you take on your data. Each one does something specific, then passes the results to the next step.

Step categories

• Enrichment: Add districts, Research bios
• Data quality: Dedupe, Filter rows, Filter columns, Sample Rows
• Transformation: Transform column, Split column, Combine columns, Find & replace, Sort rows, Sort columns
• Analysis Aggregate, Conditional

What costs credits

Most steps are free. Only these two cost credits:

• Research Bios: 1 credit per row, plus 2 credits per delivered bio.
• Add Districts: 1 credit per 25 address lookups

Everything else—deduping, filtering, sorting, transforming—costs nothing.

Configuring steps

When you add a step, Kit may need more information on how to execute the step. Fill in the required fields, then run it. If something's missing, Kit will tell you.

Data Import & Export

What files Kit accepts

Upload any of these:

• CSV (comma-separated values)
• TSV (tab-separated values)
• XLSX (Excel files)

File size limits

50MB max per upload.

Making uploads go smoothly

• Use descriptive column headers: "First Name" is helpful. "col1" is not.
• Keep columns consistent: If a column is dates, make sure they're all dates. Same for numbers, text, etc.
• Save CSVs as UTF-8: This preserves special characters and avoids encoding headaches.

Export limits

Credits System

How credits work

Credits are only for optional extras, like AI research. Everything else in Kit is included in your plan. If you ever need more credits, you can top up anytime.

What you get each month

Credit refunds

In most cases, when a step has been executed that costs credits those spent credits are non-refundable. This includes situations where you revert back to an earlier version of your data and erase the results of a billable step.

Checking your balance

Your credit balance is in Account Settings. Kit also tells you how much a step will cost before you run it.

Making credits go further

• Test on a small sample first (use Sample Rows)
• Use steps to clean up your data before running billable steps
• Use Filter Rows to process only what you need
• Run a preview on 10 rows before you commit to processing thousands

Credits Page

The Credits page (accessible from the nav bar) is your central hub for credit management.

Credit Balance Card

At the top, you see your total available credits

Usage Statistics

Below the balance:

• Monthly usage: Credits consumed this billing cycle
• Total consumed: Lifetime credits used since you started
• Last activity: When you last used credits (timestamp and operation)

Page Layout

The Credits page has four main sections:

• Quick buy options (preset bundles)
• Custom amount input
• Auto-recharge
• Transaction history

Buying Credits

When you run out of plan credits or need more for a big job, buy additional credits.

Quick Buy Bundles

Three preset options make buying fast:

• 50 credits Good for small jobs
• 250 credits Mid-size batch
• 500 credits Large batch, best per-credit price

Each bundle card shows:

• Credit amount
• Total price in dollars
• Price per credit

Click the bundle card to purchase immediately.

Custom Amount

Need a specific amount? Use the custom input:

1. Enter how many credits you want
2. Kit shows the calculated price, including bulk discounts if any are applicable
3. Click "Purchase" to buy

Pricing

Pricing will be dependent on the pricing plan assigned to your account. Kit's standard per-credit pricing decreases with volume. Larger bundles give you better value. Check the Credits page for current pricing.

Payment

Payments are processed securely through Stripe. Credits are charged to your payment method on file or you may be asked to enter your card information. Credits appear in your balance immediately.

Purchased Credits Don't Expire

Purchased credits stick around until you use them. Buy 500 now, use them over the next year—they'll be there.

Auto-Recharge

Stop worrying about running out of credits mid-workflow. Set up auto-recharge and Kit buys more when you're low.

Setting Up Auto-Recharge

On the Credits page, find the Auto-Recharge card:

1. Toggle "Enable auto-recharge" to on
2. Set your threshold: "Purchase when balance drops below X credits"
3. Set the amount: "Purchase X credits"
4. Save

How It Works

When your credit balance drops below your threshold, Kit automatically:

1. Charges your payment method
2. Adds the specified credits to your balance
3. Sends you an email notification with credit and dollar amounts

Example

You set:

• Threshold: 20 credits
• Amount: 100 credits

You run a workflow that uses 85 credits. Your balance drops to 15. Kit detects this is below 20, automatically purchases 100 credits, and your new balance is 115.

Notifications

Every time auto-recharge triggers, you get an email showing:

• How many credits were purchased
• Dollar amount charged
• New balance
• Timestamp

Managing Auto-Recharge

Change threshold or amount anytime. Toggle it off if you want to go back to manual purchasing. Changes take effect immediately.

Payment Failures

If auto-recharge fails (card declined, expired, etc.), you get an email alert. Kit won't retry automatically—update your payment method and manually buy credits or let it try again next time your balance drops.

Transaction History

At the bottom of the Credits page, you see a table of all credit purchases.

What's Included

Every credit purchase shows:

• Date: When you bought them
• Amount: How many credits
• Price: What you paid in dollars
• Status: Success, pending, or failed

Steps Reference

Complete reference for all available steps in Kit. Steps are organized by category.

Data Cleaning

Steps that clean and standardize your data.

Data Enrichment

Steps that add new information to your data using external services and AI.

Data Transformation

Steps that restructure and modify your data.

Donor Name    | Donation Amount
John Smith    | 50
Jane Doe      | 100
John Smith    | 75
Jane Doe      | 200

Donor Name    | Donation Amount (SUM)
John Smith    | 125
Jane Doe      | 300

Data Organization

Steps that reorder and organize your data.

Integrations

Connect external data sources to Kit and pull data directly into your workflows.

Available integrations

• ActBlue: Fetch contribution data automatically
• Google Sheets: Import data from spreadsheets
• QuickBooks Online: Pull accounting data

Plan requirements

Integrations are available on Pro plans. Free plans can upload files manually but cannot connect external data sources.

Managing integrations

Access integrations from the main navigation. You are able to connect multiple accounts from each data source.

ActBlue Integration

What it does

Pulls contribution data straight from ActBlue. No more downloading CSVs and re-uploading them. Just connect once and pull fresh data whenever you need it.

What you need

• ActBlue account with API access
• API credentials (Client UUID and Client Secret)
• Pro plan

Setting it up

1. Log in to ActBlue
2. Go to API Credentials in your account settings
3. Generate a new credential set
4. Copy the Client UUID and Client Secret
5. In Kit, go to Integrations and click "Add Integration"
6. Pick ActBlue and paste your credentials
7. Click "Test Connection" to make sure it works
8. Name it and save

What data you can pull

• Paid contributions: All successful donations
• Refunded contributions: Donations that got refunded
• Recurring schedules: Recurring donation setups

Pulling data into a project

1. Create a new project and select your ActBlue integration
2. Pick what you want: contributions, refunds, or schedules
3. Set your date range (today, last week, last month, or custom)
4. Click "Pull Data"

Tips for using ActBlue data

• How often to pull: Daily or weekly works well for regular reporting
• Date ranges: Be specific to avoid pulling the same data twice
• Data timing: ActBlue has a small delay. Give it 1-2 hours for new transactions to show up

If something goes wrong

Connection won't work: Check your credentials. They might be wrong or expired. Go back to ActBlue and regenerate them if needed.

No data came through: Check your date range. If there were no transactions during that time, you'll get nothing back.

Credential errors: Make sure you copied both the Client UUID and Client Secret exactly. No extra spaces.

Google Sheets Integration - COMING SOON!

What it does

Pulls data straight from Google Sheets. No downloading, no re-uploading. Just connect and import.

What you need

• Google account that can view the spreadsheet you want to import
• Pro plan

Setting it up

1. In Kit, go to Integrations and click "Add Integration"
2. Pick Google Sheets
3. Click "Connect Google Account"
4. Sign in to Google and authorize Kit to read your spreadsheets
5. Paste the URL of your Google Sheet
6. Pick which tab to import
7. Check the preview to make sure it looks right
8. Name it and save

What works

• Auto header detection: Kit finds your header row automatically
• Live preview: See what you're importing before you commit
• Tab selection: Pick the specific tab you want from multi-tab spreadsheets

What doesn't work

• Kit doesn't change your Google Sheet: It's read-only. Your original is safe.
• 50MB limit: If your sheet is bigger, you'll need to split it up
• No auto-sync: Data doesn't update automatically. Click "New Pull" to pull fresh data.

QuickBooks Online Integration

What it does

Pull accounting data from QuickBooks Online, including customers, invoices, and payments.

Requirements

• QuickBooks Online account
• Pro plan

Setup steps

1. In Kit, go to Integrations and click "Add Integration"
2. Select QuickBooks Online
3. Click "Connect to QuickBooks"
4. Sign in to Intuit and authorize Kit to access your company data
5. Select which entity types to pull (Customers, Invoices, Payments, etc.)
6. Give your integration a name and save

Available entities

• Customers: Customer lists with contact information
• Invoices: Invoice data including amounts and line items
• Payments: Payment records
• Vendors: Vendor information
• Expenses: Expense transactions

Date ranges

When pulling data, select a date range:

• Presets: Last 30 days, QTD (Quarter to Date), YTD (Year to Date)
• Custom: Specify exact start and end dates

Best practices

• Entity selection: Only pull the entity types you need to reduce data size and processing time.
• Date filtering: Use specific date ranges for reporting periods rather than pulling all historical data.
• Pull frequency: QuickBooks data updates in real-time. Pull as often as needed for your reporting.

Troubleshooting

Authorization issues: Re-authorize Kit from the integrations page if the connection expires. QuickBooks sessions expire after 6 months of inactivity.

Data mapping problems: QuickBooks returns structured data. If fields appear unexpected, check the QuickBooks API field mappings in your integration settings.

Integrations Page

The Integrations page (accessible from the nav bar, Pro plan only) is where you manage all your connected data sources.

Page Layout

At the top:

• Title: "Data Integrations"
• Subtitle: "Connect external data sources"
• Add Integration button: Big green button to connect new sources
• Refresh button: Reload the list of integrations

Integration Cards

Each connected integration shows a card with:

• Platform type: "ActBlue," "Google Sheets," or "QuickBooks Online"
• Integration name: What you named it
• Status badge: Active, Paused, Error, or Inactive
• Last synced: Timestamp of last data pull
• Configuration details: Varies by platform (spreadsheet name for Sheets, entity types for QuickBooks, etc.)

Adding an Integration

1. Click "Add Integration"
2. Select platform type
3. Follow the setup wizard for that platform
4. Name your integration
5. Save

Integration Actions

Each integration card has action buttons for management.

Test Connection

Click the test tube icon to verify the integration still works. Kit pings the external service to make sure credentials are valid and access is granted. You see a success or error message.

Use this when:

• You think credentials might have expired
• The integration stopped working
• You changed permissions on the external service

Pause/Resume (Activate button)

The play/pause button toggles integration status:

• Active → Paused: Temporarily disable without deleting. Good when you need to fix something on the external service.
• Paused → Active: Re-enable the integration.

Paused integrations don't show up in project data source selectors.

Complete Setup

For integrations that didn't finish setup (OAuth completed but configuration incomplete), you see a "Complete Setup" button. Click it to finish the setup wizard.

Delete Integration

Click the trash icon to remove the integration. A confirmation dialog appears asking if you want to:

• Delete just the integration: Removes the connection. Projects that used this data stay intact.
• Clear project data too: Removes the integration and deletes data in all projects that used it.

The dialog shows which projects are connected, so you know what you're affecting.

Deletion is permanent. If you want to reconnect later, you'll need to go through setup again.

Download Options

After you've run your workflow and cleaned your data, download it to use elsewhere.

Export Button Location

In your project workspace, the export button is in the toolbar above the workflow panel. It's available once you have data loaded (even if you haven't run any steps).

What Gets Downloaded

Whatever's in the data preview right now. If you've run 3 steps, you get data after those 3 steps. If you haven't run anything, you get the original uploaded data.

Download Process

1. Click Download
2. Kit generates the file
3. Download starts automatically
4. Downloaded rows counts toward your monthly limit if you are on a free plan. If the download would exceed your limit, you will not be able to download the file.

Export Limits

Export limits prevent abuse and keep costs manageable.

Plan-Based Limits

How Limits Work

Every row you export counts. If you export a 200-row file, that's 200 rows used. Limits reset on your billing cycle date (the day you signed up).

Checking Your Quota

Kit shows your remaining quota in the export process. If you're over the limit, you see an alert explaining how many rows you have left.

What Happens When You Hit the Limit

On the Free plan:

• Export buttons still work
• You see a warning that you're over the limit
• You can't export until next month or you upgrade to Pro

On Pro:

• No limits. Export as much as you want.

Plans & Pricing

Free

$0 / month

• Build unlimited workflows
• Export up to 500 rows per month
• Upload any CSV, TSV, or Excel file
• 10 credits per month for AI/enrichment steps
• All transformation and cleaning steps

Pro

$39 / month

• Everything in Free, plus:
• Export unlimited rows
• Connect integrations (ActBlue, Google Sheets, QuickBooks)
• 100 credits per month
• Priority support

Which one do you need?

Free is fine if: You work with small datasets (under 500 rows). You're OK uploading files manually. You mostly use basic cleanup steps.

Go Pro if: You regularly export large datasets. You want to pull data directly from ActBlue or Google Sheets. You use Research Bios or Add Districts frequently and need more credits.

Credit Management

Understanding credit allocation

Credits refresh monthly on your billing cycle date. Unused credits expire at the end of each billing period.

Purchasing additional credits

Users can purchase additional credits if monthly allocation runs out. Additional credits do not expire and carry forward until used.

Usage history

View credit usage history in Account Settings. The history shows:

• Date and time of usage
• Operation type
• Number of credits consumed

What happens if you run out

When credits reach zero, you cannot run billable steps. You can still:

• Run included steps
• Build workflows
• Export existing results

Account Settings

Your profile

Update your name, email, and other details in Account Settings.

Email preferences

Choose what emails you want to get:

• Product updates
• Credit usage alerts
• Billing notifications

Security

• Password: Change it or reset it if you forgot

Billing

Update your payment method, see past invoices, and manage your subscription in the Billing section.

Canceling Pro

Cancel anytime. You keep Pro access until the end of your billing period, then drop to Free automatically.

Deleting your account

You can permanently delete your account from Account Settings. This:

• Removes all your projects and data
• Cancels any active subscription
• Can't be undone

Managing Your Profile

Keep your account information current.

Viewing Your Profile

In Account Settings, the Profile card shows:

• First name / Last name
• Email address
• Account creation date

Editing Your Profile

1. Click "Edit Profile" on the Profile card
2. A modal opens with editable fields
3. Update first name, last name, or email
4. Click "Save"

Changing Your Email

When you change your email:

1. Kit sends a confirmation email to the new address
2. Click the link in that email to confirm
3. Your email updates after confirmation
4. You'll use the new email for login

Until you confirm, your old email stays active.

Why Keep It Updated

Your email is where Kit sends:

• Password reset links
• Credit usage alerts
• Automation run notifications
• Auto-recharge confirmations
• Billing receipts

Keep it current so you don't miss important messages.

Security

Protect your account and data.

Changing Your Password

1. In Account Settings, find the Security card
2. Click "Change Password"
3. Enter your current password
4. Enter your new password
5. Confirm the new password
6. Click "Update Password"

Password Requirements

Your password must be:

• At least 8 characters long
• Include a mix of letters and numbers
• Not be a commonly used password

Forgot Your Password?

On the login page, click "Forgot Password." Kit emails you a reset link. Click it, set a new password, and you're back in.

Subscription Management

Manage your plan and billing.

Current Plan Display

In Account Settings, the Subscription card shows:

• Plan name: Free or Pro
• Anniversary date: When your billing cycle renews
• Plan limits: Monthly credits, district lookups, AI generations

Upgrading

To upgrade from Free to Pro:

1. Click "Upgrade to Pro"
2. Enter payment details
3. Confirm
4. Pro features activate immediately

You're charged right away, and your billing cycle starts today.

Downgrading

To downgrade from Pro to Free:

1. Click "Downgrade to Free"
2. Confirm you understand what you'll lose (integrations, unlimited exports, extra credits)
3. Downgrade is scheduled for the end of your billing period

You keep Pro access until your anniversary date, then automatically drop to Free.

Billing History

See all past charges:

• Date
• Description (subscription renewal, credit purchase, etc.)
• Amount
• Status (paid, pending, failed)
• Invoice download link

Updating Payment Method

Click "Update Payment Method" to:

• Add a new credit card
• Remove old cards
• Set a default payment method

This uses Stripe's secure payment interface. Kit never sees your full card number.

Managing Subscription (Stripe Portal)

Click "Manage Subscription" to open Stripe's customer portal. From there, you can:

• Update payment methods
• View invoices
• Download receipts
• Update billing email

Canceling Pro

Cancel anytime from the Subscription card. Click "Cancel Subscription," confirm, and cancellation is scheduled for your next billing date. You won't be charged again.

You keep Pro features until the end of your billing period, then drop to Free automatically.

Troubleshooting

Upload Problems

Kit won't accept my file

Kit works with CSV, TSV, and XLSX. If your file won't upload:

• Make sure the file extension matches what's inside (.csv for CSV, .xlsx for Excel)
• Open it in Excel or Google Sheets and save it fresh as CSV or XLSX
• Get rid of merged cells, fancy formatting, and formulas—Kit just needs the raw data

File is too big

The limit is 50MB. If you're over:

• Split the file into smaller pieces
• Delete columns you don't need
• If you're on Pro, use integrations to pull data in batches instead

Data looks scrambled

If columns are messed up or data looks wrong:

• Save the CSV as UTF-8 encoding (this fixes weird character issues)
• Make sure the delimiter is right (commas for CSV, tabs for TSV)
• Check your headers—special characters can cause problems

Step Failures

A step failed

Check the error message—it usually tells you what went wrong. Common issues:

• You didn't fill in all the required fields
• The data in your source columns isn't what the step expected
• You ran out of credits (for billable steps)

Results don't look right

Step ran, but the output isn't what you wanted:

• Double-check your step configuration—easy to miss something
• Look at the source data closely (sometimes the problem is in the data itself)
• Run the step on 10 rows first using Sample Rows to test before going big

Got charged credits but got nothing back

Billable steps charge credits even if they fail (unless it's Kit's fault). You get refunds for system errors. You don't get refunds for:

• Bad input data (like malformed addresses)
• Configuration mistakes
• Steps that worked but didn't give you what you expected

If you think something went wrong on our end, contact support. We'll look into it.

Integration Issues

Connection won't work

Try these:

• Go to Integrations and re-authorize the connection
• Make sure your credentials haven't expired or your session is still active
• Check that you still have access to the external service

No data is coming through

Integration connects fine, but you're not seeing data:

• Make sure you have permission to view the data (Google Sheets especially)
• Check your date range—maybe there's no data in that period
• For QuickBooks, confirm you selected the entity types you want

Keeps failing to sync

If syncs keep breaking:

• Disconnect and reconnect the integration
• Make sure the external service is actually online
• Still broken? Contact support

Export Limit Problems

Hit export limit but need data now

On Free, your options:

• Wait until your billing cycle resets
• Upgrade to Pro for unlimited exports
• Export just the most important rows using Filter Rows first

Don't know when my limit resets

Check Account Settings → Subscription. Your "anniversary date" is when limits reset.

Frequently Asked Questions

General

What file types work with Kit?

CSV, TSV, and Excel (.xlsx). Those cover most spreadsheet work.

Is my data safe?

Yes. Everything is encrypted—when it's stored, when it's moving between servers, all of it. Your data lives on secure cloud infrastructure with regular backups. Only you can access it.

Can I cancel anytime?

Yes. Cancel from Account Settings. You keep Pro access until your billing period ends.

What happens if I downgrade from Pro to Free?

Your projects and data stay. You lose Pro features (integrations, unlimited exports). Integrations will automatically be deleted. Data from your last pull will be accessible and marked "disconnected". You can still view everything and export up to 500 rows per month.

Credits

How do I know if I have enough credits?

Depends on what you're doing. Most steps are included in your plan. If you use Research Bios or Add Districts regularly, estimate based on your typical data size. Free plan gives you 10/month. Pro gives you 100/month.

What if I run out of credits?

You can't run billable steps until you get more. Everything else still works—all the included transformation steps, building workflows, downloading results. If you can't or don't want to wait, you can simply buy more credits.

Do credits roll over?

Monthly credits don't roll over. They are "use it or lose it" and reset each billing cycle. But if you purchase additional credits, those stick around until you use them. Kit tracks both your monthly allocation and how many credits you purchase and spends your monthly allocation first to maximize the value of purchased credits.

Steps

Which steps cost credits?

Credits are only for optional extras, like AI research. Everything else in Kit is included in your plan. Billable steps are marked and you will always be asked to confirm any expenditure prior to running the step.

Can I undo a step?

Yes. Use the "Recover to step' button next to any executed workflow step to jump back to any earlier version. You can also delete steps from the workflow if you don't want them anymore, assuming they haven't been run on the current dataset.

Can I test a step on just some of my data?

Absolutely. Use Sample Rows to grab the first 100 rows (or however many you want), then run your step. Once it looks good, run it on the full dataset.

Integrations

Does Kit auto-sync with my integrations?

No. Kit pulls data only when you tell it to with either an initial pull or by clicking the "New pull" button.

Can I connect multiple accounts?

Yes. Connect as many as you want.

What data does Kit see?

Kit only sees the data that is pulled into the platform. Nothing more.

How do I remove an integration?

Go to Integrations, find it, click Delete. If the integration is currently assigned to a project, you will have the choice of either clearing all data or leaving the data and disconneding the "New Pull" button.

Export Limits

Do downloads count toward export limits on a free plan?

Yes. All downloaded rows count rows toward your monthly quota.

What if I hit my export limit?

On Free, you can't export until next month or you upgrade to Pro. On Pro, there are no limits.

Do row export limits on free reset every month?

Yes. Your export quota resets on your sign-up anniversary each month.

Data & Privacy

Where does Kit store my data?

Kit's backend is hosted by DigitalOcean with its user database, authentication systems, and storage hosted by Supabase. All data is encrypted while stored and in transit.

Who can see my data?

You. That's it. Kit staff can't see your data unless you explicitly give us access to help with a support issue.

How long do you keep my data?

As long as your account exists. If you delete your account, everything gets permanently removed within 30 days. Project files, including all data uploads, are kept as long as the project exists; when a project is deleted, Kit deletes all files associated with it.

Can I delete everything?

Yes. Delete your account from Account Settings. This wipes all your projects, workflows, and data. It's permanent, so export anything you need first. You can also delete individual projects anytime without deleting your whole account.

Support Resources

Need help?

We're here. Send us a note!

• Contact form: Contact us
• Response time: We aim to get back to you as soon as we can. We're a small team and can't guarentee response times at the moment.

Found a bug?

Let us know. It helps if you include:

• What happened
• What you were trying to do
• What you expected vs. what actually happened
• What browser you're using
• Screenshots if you have them