Duplicate records
Compare rows using the agreed identifier or field combination and report what was removed or retained.
HubSpot, Salesforce, and CRM import data cleanup
Clean the file before it reaches production.
Prepare a CSV or Excel export for a cleaner HubSpot, Salesforce, Pipedrive, Zoho, or other CRM import by removing duplicates, preserving identifiers, standardizing fields, and separating records that need review.
Import preparation
Fix the common failure points.
Field consistency
Standardize headers, whitespace, casing, dates, phone values, and agreed status fields.
Identifier safety
Keep IDs, ZIP codes, and other text values from being silently changed by spreadsheet formatting.
Review queue
Separate missing-key, malformed, or ambiguous rows instead of silently discarding them.
What you receive
A file you can inspect before importing.
- Cleaned CSV, Excel, or agreed output format.
- Change summary with row counts and exceptions.
- Rules used for matching, normalization, and duplicate handling.
- Questions flagged for your review instead of guessed answers.
Privacy: Start with the file type, approximate row count, CRM target, and a fictional or redacted sample. Do not send passwords, API keys, payment information, or confidential customer records through the public form.
Common questions
Before you import.
Should I clean the file first?
Usually, yes. A small test import with a reviewed file can expose duplicate, mapping, date, and required-field problems before a full migration.
Do you log deleted rows?
Yes. Duplicate and ambiguous-row handling is agreed in scope, and exceptions can be returned in a separate review file.
Do you need CRM credentials?
No. Start with a fictional or redacted sample and the target CRM's import requirements. Credentials are not requested through the public quote form.
Fixed starting point
One file, one clear scope.
$75+
covers one CSV, Excel, or text file with standard cleanup and a concise delivery report. Larger migrations, multi-file merges, custom field rules, and recurring imports are quoted separately.