Comparison
Excel can clean a contact list, and for small, simple jobs it's fine. But three things make it the wrong tool for a CRM import: Remove Duplicates only catches exact matches, the formulas break on real names, and the fixes un-fix themselves the next time anyone opens the CSV. Here's an honest account of both sides.
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Credit where due. If your list is a few hundred rows with one column of emails and no duplicates beyond literal copy-paste repeats, Excel handles it: Remove Duplicates for exact repeats, TRIM for stray spaces, Text to Columns for simple splits, and filters to eyeball the outliers. Excel is also the right place for everything Sift doesn't do: calculations, pivot tables, charts, and general spreadsheet work.
The duplicates that actually pollute a CRM are never exact. The same person appears as "Jon Smith" and "Jonathan Smith", the same company as "ACME" and "Acme Ltd", the same email in two casings. Excel keeps them all. As one HubSpot admin put it on Reddit: companies handle dedupe "with Excel and building formulas... but it's really hard to account for every potential variable, so you are going to end up missing quite a few."
And when Excel does find a duplicate, it deletes the row. It can't merge two half-complete rows, one with the phone number, one with the job title, into a single best record.
PROPER() turns McDonald into Mcdonald, O'BRIEN into O'Brien only by luck, and van der Berg into Van Der Berg. Text to Columns splits "Mary Jane van der Berg" and "Smith, John Jr." wrong. The E.164 phone-number formula circulating on forums is a five-deep SUBSTITUTE chain that only works for US numbers. Each fix needs another fix.
A CSV stores no formatting, so Excel re-guesses every column's type each time the file is opened. Fix the leading zeros in your postcodes, save, reopen, and they're stripped again. Long phone numbers flip to scientific notation. UK dates get reread as US dates. This is the single most common complaint in Excel communities ("How do I stop Excel from ruining my data?"), and it's not a bug you can turn off; it's how Excel opens CSVs. We wrote a full breakdown of this failure mode.
Excel has no idea Salesforce requires Last Name, that your HubSpot Lifecycle Stage must match a dropdown option exactly, or that a restricted picklist will reject "USA" when it expects "United States". You find out after the import fails, one cryptic error at a time.
The honest workflow most ops people land on: Excel for analysis, Sift for the clean-dedupe-map-check step right before an import.