CRM cleanup · Spreadsheet repair · Migration rescue
We clean CRM exports, consolidate spreadsheet chaos and prepare migration files for teams moving between tools.
Three ways to get unstuck
Send a small anonymized sample. We inspect structure, quality, duplicates, missing values and import blockers, then return a practical recovery plan.
Deduplicate contacts, normalize company names, clean emails, fix columns and return a file your CRM can actually import.
Turn scattered monthly spreadsheets, broken formulas and inconsistent reports into a clean master file and dashboard base.
When the new system rejects your export, we map fields, transform values and prepare the clean files needed for import.
Why clients ask for help
Fast, controlled, transparent
You send project context or a small anonymized sample. We identify risks, blockers and the likely effort.
We define merge rules, field mappings, formats, validation checks and records that need human confirmation.
You receive clean files, exception lists, a change report and, when needed, a repeatable workflow.
Simple starting points
$499+
For small CRM exports or spreadsheet files that need fast cleanup.
$1,500+
For larger exports, spreadsheet consolidation or a blocked migration.
Custom
For multi-source projects, legacy systems and import testing.
Search-ready fixes
Most projects start from the same painful symptoms: CRM imports rejected, Excel files that no longer reconcile, CSV exports with broken columns, and migration data that needs reliable mapping.
Clean contacts, companies, owners, tags, lifecycle stages and custom fields before importing into HubSpot, Salesforce, Pipedrive or another CRM.
Normalize dates, countries, phone numbers, picklists, IDs and required columns so the target system accepts the file.
Map source fields to the new software, isolate records that need human decisions, and prepare a clean delivery pack for import testing.
Questions before sending a file
Yes. We clean and normalize contacts, companies, emails, phone numbers, countries, tags, owners and custom fields, then return import-ready CSV or XLSX files.
No. The first review can start from a small anonymized sample that shows the structure, problems and import errors.
Yes. We consolidate spreadsheets, repair structure, align columns and produce a clean master file or repeatable reporting workflow.
For a representative sample, the first diagnosis is usually possible within 48 hours, including blockers, risks and likely effort.
GDPR-aligned workflow
The first contact is limited to project context. When complete customer data is needed, we open a private upload flow after scope, confidentiality, transfer method and a Data Processing Agreement are in place.
The public form can include a limited sample that shows columns, errors and structure, with names, emails and customer identifiers removed.
When we process personal data on behalf of a customer, work starts under a Data Processing Agreement with documented instructions.
Full files are handled in a private project workspace with limited access, defined retention, secure deletion and no secondary use such as training or resale.
Start with a sample
Share the tool you are exporting from, the target system and the deadline. If full files are needed, we arrange a private upload after scope and data terms are agreed.