ONE STRUCTURED DATABASE, READY FOR YOUR NEXT STEP Customer information lives in several exports and spreadsheets. Each file uses different names, fields and formats. Importing it as-is would bring the same confusion into your CRM.

I consolidate and transform your existing data into a documented structure aligned with one agreed CRM import template.

WHAT YOU RECEIVE • Consolidation of up to 3 Excel/CSV sources, up to 3,000 combined rows. • Cleanup and duplicate review using agreed matching rules. • A field-mapping sheet explaining source and destination columns. • A master Excel database and import-ready CSV files. • An exception list for missing or ambiguous records. • Handover notes and one revision round.

PROCESS

Audit your sample files and the destination requirements.

Agree the matching rules, field structure and import format.

Deliver organized files with a clear change summary.

FROM $299 Typical delivery: one week after complete inputs and agreed scope. This offer prepares the files; CRM configuration, live import, integrations and ongoing administration are separate services. Missing information is flagged, not fabricated.

Send your sample exports and tell me which CRM you plan to use.