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