> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk import engine and AI close agents (May 23, 2026)

> DualEntry release notes for May 23, 2026: new bulk import engine, AI agent framework for close and master data, Avalara push, and Brex sync fixes.

## Features

* **Bulk Import Engine** - New processing engine with improved validation, mapping, and error handling for importing large datasets. Includes support for flat-shaped CSV files and row-by-row upsert operations.
* **Enhanced AI Agent Framework** - Added specialized agents for master data operations, close management, bulk operations, and fixed assets with improved tool delegation capabilities.
* **Avalara Tax Integration** - Enhanced push transaction logic with improved customer credit mapping and refined default integration settings for better tax compliance workflows.
* **Slack User Lookup** - New capability to search and resolve Slack users by name or email within integrated workflows.
* **Record Source Line API** - New unified endpoint for fetching records from multiple sources with client-side sorting, filtering, and pagination support.
* **Anomaly Detection Filters** - Added support for multiple transaction type filters with improved selection retention in anomaly detection workflows.
* **Ramp Integration Settings** - Added configuration option to use approval date as reimbursement posting date for more accurate transaction timing.
* **Entity Mutation Events** - Simplified entity update notifications with direct event emission, replacing the previous artifact-based system.
* **Embedded Copilot Context** - Enhanced AI copilot with surface context awareness, allowing the assistant to understand what page or entity the user is currently viewing.

## Fixes

* **Bank Match Archival** - Fixed issue where bank matches on termination transactions prevented proper archival of contracts.
* **Brex Integration Sync** - Resolved sync issues and extra GL account creation problems. Fixed account deactivation in Brex when accounts are archived in DualEntry.
* **Ramp Transaction Sync** - Fixed timing issues where Ramp transactions were not syncing simultaneously, ensuring consistent data flow.
* **Change Order Credits** - Corrected customer credit calculation inconsistencies in change orders with improved discount payload validation.
* **QuickBooks Trial Balance** - Fixed parser to properly handle flat-shaped CSV exports where all columns are populated in every row.