A defined project, with a checked handoff

CRM import preparation

Prepare a supplied contact file for one agreed import template, with uncertain records held for your decision.

$150 USD
One file, up to 1,000 rowsOne destination template · Cleaned CSV + field map + change log + unresolved queue · One preference revision
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Scope, timing, and payment terms agreed before work starts

Details on this page
  1. What you receive
  2. Price and scope
  3. What to provide
  4. How the work is checked
  5. What is outside this package
  6. Inspect a fictional example
  7. What can be automated
  8. Agree the work before payment

What you receive

  • A cleaned CSV matching one agreed destination template.
  • A field map and change log showing the rules applied.
  • An unresolved-record queue, with one preference revision within the agreed scope.

Price and scope

$150 USD covers one supplied file, up to 1,000 rows, and one destination template.

Only approved exact-match rules are used for duplicate exclusion. Ambiguous matches and missing facts are held for review. Import preparation does not include a live import or CRM changes.

What to provide

  • The source file and the exact destination template or field requirements.
  • Source identifiers, required fields and approved duplicate-matching rules.
  • A reviewer for uncertain matches and missing information. Describe the data before sharing it.

How the work is checked

  • Account for every input row as ready, held or excluded under an explicit rule.
  • Check required fields, formats and destination column mapping.
  • Recheck duplicate decisions and never invent a missing email, company or identifier.

What is outside this package

Contact enrichment, purchased lists, outreach, live record merges or deletions, full CRM administration, and claims about email deliverability are excluded.

Inspect a fictional example

See the inputs, rules, output and open questions in a clearly labeled demonstration.

View the worked example

What can be automated

Formatting, required-field checks, exact-match duplicate detection and destination-schema checks can be repeated consistently.

A person reviews the exceptions and agreed checks before delivery. Automation does not approve business decisions or expand access to your systems.

Agree the work before payment

Start with a brief description and a redacted or fictional example. Scope, required inputs, timing, fees, revision allowance and payment arrangements are confirmed in writing first.

Ask about this service

Bring the problem. We’ll define the project.

A few lines about what you have and what you need are enough to begin.

Tell me what you need