Guides

Practical cleanup guides for messy spreadsheet exports.

These guides focus on what to check first, what Excel can handle, and when it is better to clean the file before import.

Guide

How to clean a contact list before CRM import

If the file is messy before import, the CRM just stores that mess more permanently. The goal is to remove the kinds of noise that create bad records later.

Workflow guideImport prep
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Guide

How to remove duplicate contacts in Excel

Excel can handle straightforward duplicates, but it gets weaker when the same contact is represented with slightly different formatting. That is where manual cleanup slows down.

Workflow guideImport prep
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