Preview your first change
Use dry-run mode to see exactly what would happen before any data is touched.
Corral Works treats writes as a deliberate act. By default, every change starts as a preview — a side-by-side view of what’s in Advance now versus what you’d be writing.
Why previews matter
The biggest source of bad data isn’t malice or carelessness — it’s a small misunderstanding about what a field means. Previews catch those before they leave a mark.
Step 1 — Load a record
Search by Advance ID, name, or upload a small CSV. Corral pulls the current state from Advance and shows it on the left.
Step 2 — Stage your edits
Make your edits on the right. Cells that differ from Advance are highlighted in blue. Cells that look the same after your edit are dimmed — Corral won’t write a no-op.
Step 3 — Inspect the diff
Above the table is a summary: how many records will change, which fields, and any validation warnings. Read it. If anything looks wrong, fix it here.
Step 4 — Commit (or don’t)
When you’re sure, click Commit. Corral writes the changes through Advance’s APIs, with the same audit trail any other write would produce. If anything fails mid-batch, it stops and rolls back any in-flight transaction.
What you’ve learned
You can now connect to Advance, stage changes, preview them, and commit only what you intended. That’s the loop you’ll repeat for everything in Corral.
Up next: more courses on bulk edits, designations, and contact reports — coming soon.