How-tos

Get a list into your CRM without errors or duplicates, and clean up the records already sitting in it.

• How to migrate your contact data between CRMs

  Export from the old CRM, baseline with Health Check, clean up, then format for the new CRM and import or push. Five steps, plus what a migration will not move.

  6 min read

• How to format a CSV for HubSpot import

  Get your contact list into a CSV HubSpot imports cleanly the first time: the right columns, dates and phone numbers HubSpot accepts, and no duplicate contacts.

  3 min read

• How to fix Salesforce import errors

  What each import error means, why duplicates get flagged when nothing is duplicated, and the imports that succeed but still break something downstream.

  9 min read

• Cleaning data before vs after a CRM import

  Should you clean your list before it enters the CRM, or fix it inside the CRM afterwards? An honest look at when each approach makes sense.

  3 min read

• Combining Apollo, ZoomInfo, Cognism and Lusha exports

  Why one provider is never enough, why the direct integration makes it worse, and how to combine several exports into one clean import without flooding your CRM.

  9 min read

• CRM data quality: what to measure and what to fix first

  Data quality is vague until you break it into things you can check. The six dimensions, the five numbers worth tracking, and the order to fix them in.

  6 min read

• How to clean up your CRM data

  Export what is already in your CRM, clean it as a file, and send it back over the originals. The full round trip, including what to check before you start.

  8 min read

• Why your HubSpot import is failing

  What each import error actually means and how to fix it, plus the imports that do not fail at all and quietly overwrite what you already had.

  12 min read

Remove duplicates, fix messy headers, merge and compare files, and clean a list without Excel formulas.

• How to remove duplicates in Excel

  Remove duplicate rows in Excel with the built-in tool, understand what it misses, and see the one-click way to catch near-duplicates too.

  5 min read

• How to clean up messy column headers

  Fix inconsistent, duplicated, or blank column headers so your file imports cleanly and every tool can find the right column.

  5 min read

• How to merge two Excel files without copy and paste

  Combine two or more spreadsheets into one without copy and paste, even when the columns do not line up, and without duplicating rows.

  5 min read

• How to compare two Excel files for differences

  Find what was added, removed, or changed between two versions of a spreadsheet, without writing formulas.

  5 min read

• How to clean a customer list without Excel formulas

  Clean a customer list, remove duplicates, fix formats, and catch bad data, without writing a single Excel formula.

  5 min read

• How to split a lead list by territory

  Break one lead list into a file per territory, region, or rep, based on a column value, without filtering and copying by hand.

  5 min read