Tasks · desk · Reformatting
CRM accounts into a QuickBooks Online customer import
quickbooks-customer-import · timeout 1200 s · source
The ask
Sent verbatim as the prompt. The agent works in a copy of the workspace below and sees nothing else.
We're moving invoicing to QuickBooks Online. Turn the CRM export into the customer import file using Marisol's template and rules, and save it as qbo_customers.csv.
Workspace
- QBO_Customer_Import_Template.csv
- crm_accounts_export_2026-09-10.xlsx
- qbo_import_rules_from_marisol.txt
- qbo_vendor_list.csv
Expected deliverables
- qbo_customers.csv
Checks
The task passes only when every required check passes. Reference answers, tolerances, and the planted traps are in the repository, not here.
| Check | Type | Required | Failed (frozen) / 6 |
|---|---|---|---|
| template columns in order | csv_columns | yes | 0 |
| one row per active customer | csv_set_equal | yes | 0 |
| row count | csv_row_count | yes | 0 |
| display names | csv_values_match | yes | 0 |
| company name | csv_values_match | yes | 0 |
| street lines | csv_values_match | yes | 0 |
| city, state and ZIP | csv_values_match | yes | 0 |
| phone format | csv_values_match | yes | 0 |
| terms | csv_values_match | yes | 0 |
Recorded results, complete desk comparison
pass pass, frozen scorer only fail timed out
| System | Repetitions | Frozen / 3 | Raw / 3 | Median minutes | Mean cost (USD) |
|---|---|---|---|---|---|
| Proto / DeepSeek V4.1 Flash | 3 | 3 | 1.7 | 0.0244 | |
| Codex / GPT-5.6 sol | 3 | 3 | 2.5 | 0.2965 |
Per-attempt check verdicts, raw and frozen verdicts, usage, receipt and artifact hashes for this task are in results/latest/attempts.jsonl under "task": "quickbooks-customer-import".