After prep
Export / fix summary
Export what is ready now. Hand off only the blocked rows.
Ready rows6
Blocked rows1
Review flags11
Next actionExport or fix pack
TrimMyList
Make your CSV CRM-ready before import.
Find what is safe to export now, what still needs Excel fixes, and what should stay in optional review before CRM import.
Problem
Your CSV is rarely ready for CRM import on the first try.
Export what is ready. Hand off only what still needs Excel fixes.
Wrong mappings before import
Typos, weak labels, and odd columns create risky field mapping before upload.
Broken emails and blocked rows
Missing required fields and risky contact values leave part of the file unready for CRM import.
Duplicate leads in your CRM
Exact duplicates can be removed safely. Overlap groups stay reviewable before export.
Fields you did not mean to lose
Unknown columns should stay visible for review, not disappear behind a forced guess.
Workflow
Map the file, hand off blockers, then export ready rows.
TrimMyList is not where you repair spreadsheets. It is where you decide what can ship now.
Map the file
TrimMyList maps headers conservatively and separates safe mappings from suggestions and unknowns.
Hand off what still needs fixes
Safe cleanup runs automatically. Blocked rows are pushed into a small Excel fix pack instead of a long repair flow.
Export the ready rows
Download the rows that are already safe for CRM import, with optional review kept separate.
What TrimMyList Does
It does not force bad guesses or hide blocked work.
Safe prep is automated. Blocked fixes and optional review stay separate.
Auto-map where safe
Exact aliases are mapped automatically, while weaker matches stay as suggestions.
Split blockers from optional review
Blocked rows go to Excel handoff. Unknown columns and flagged values stay reviewable without blocking export.
Export or hand off
Use the final handoff to export ready rows now or download the Excel fix pack for blocked rows.
Before / After
See what can export now before your CRM sees the file.
Compare the risky source file with the final export and handoff decision.
Before
Source file
| Contat Name | Phone | X-Interal | |
|---|---|---|---|
| Jane Miller | JANE@EXAMPLE.COM | (555) 222-0101 | partner list |
| Jane Miller | jane@example.com | 555.222.0101 | partner list |
| Tom Lee | bad-email | 123 | expo |
After prep
Export / fix summary
Ready rows6
Blocked rows1
Review flags11
Fix packOrdered Excel fix plan
Exact duplicates removed1
Next actionExport ready rows
We don't force bad guesses.
Ready rows can export now. Blocked rows move into a small Excel fix pack.
Outputs
See what you get from each cleanup run.
TrimMyList separates ready rows, blocked rows, and review work so the next step is obvious.
Clean export
Download the CRM-ready rows after mapping, validation, and exact dedupe.
IncludesCanonical CSV export
Best forRows that can import now
Included
Fix and review workbooks
Export the blocked-row fix plan and the optional review pack when the source file still needs work.
IncludesOrdered Excel fix plan
AlsoReview workbook for flagged rows
Is my file uploaded to your servers?
No. Files are processed locally in the browser whenever possible.
What file types do you support?
CSV and XLSX.
What does TrimMyList check before import?
Header mapping, blocked rows, invalid emails, suspicious phones, duplicates, and optional review flags.
Does it auto-fix everything?
No. It finishes the safe prep work, then hands blocked source fixes back to Excel instead of forcing them in-app.
Final CTA
Export what is ready. Hand off only the blockers.
Upload your file, see what can export now, and download an Excel fix pack for the rest.