Sift Data cleaning for CRM imports

Library

Guides

Everything we've written about getting a messy CSV or Excel file import-ready: fixing failed imports, repairing files Excel mangled, deduping contacts, and prepping lists for your CRM. Every fix here can be done free in Sift, entirely in your browser, with nothing uploaded.

Start here

How to use Sift: clean a CSV and get it import-ready (step by step) How to prepare a list for a CRM import (without failed imports)

Clean a CSV for your CRM

Clean a CSV before importing into HubSpot Clean a CSV before importing into Salesforce Clean a CSV before importing into Pipedrive Clean a CSV before importing into Zoho CRM Clean a CSV before importing into Dynamics 365

Fix a failed import

Salesforce: REQUIRED_FIELD_MISSING, what it means and the fix Salesforce: bad value for a restricted picklist Salesforce: DUPLICATES_DETECTED on import Salesforce: INVALID_EMAIL_ADDRESS on import Salesforce Data Loader date format (and off-by-one-day) Salesforce: MALFORMED_ID on import HubSpot import errors: what they mean and how to fix them HubSpot: incorrect number of columns HubSpot: could not parse date Dynamics 365: source data is not in the required format Pipedrive: why rows were skipped on import Mailchimp: why your contacts didn't import

Excel broke my file

Excel ruined your CSV: leading zeros, dates, huge numbers, and the fix that sticks

Dedupe and merge

Dedupe contacts into a golden record Remove duplicates from a CSV or mailing list, free Find the fuzzy duplicates Excel can't see

Format fields for import

Convert phone numbers to E.164 for your CRM CSV date format for a CRM import (dd/mm vs mm/dd) Format UK postcodes in a CSV (Canadian too) Standardize country names ('USA' is not a valid Country) Split a full name into first and last name

Events and sales lists

Clean trade show leads before importing to your CRM Clean an Apollo, ZoomInfo, or Sales Navigator export Import Zoom webinar attendees (fix the CSV first) The CRM list upload checklist

Score and segment

Score and qualify a lead list (without a black box)

Comparisons

Cleaning a contact list in Excel vs Sift Should you paste your contact list into ChatGPT? Looking for a Flatfile alternative? Looking for a free Insycle alternative? Looking for an easier alternative to OpenRefine? A free alternative to DemandTools and Cloudingo Email verification vs list cleaning: what each does

Policies

Privacy policy: your files never leave your browser Terms of service