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Use Case

Managing CRM exports with CSV

Salesforce, HubSpot, and other CRM data exports handled properly.

Jan 3, 20255 min read
CRM exports are notoriously messy. Hundreds of fields, inconsistent data entry, and years of accumulated junk. Here's how to work with them.

Tame the column sprawl

CRM exports often include every field ever created. Focus on the columns you need by understanding what each represents.

  • Identify essential vs optional columns
  • Note columns that are always empty
  • Check for duplicate data in different fields

Handle picklist values

Picklist fields export as text, often with inconsistent values from before standardization. Search for variations.

  • Search for common misspellings
  • Look for old values still in data
  • Check for blank vs explicit null

Quick CTA

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Manage related records

Account-contact-opportunity relationships export as separate files. Use IDs to understand connections.

  • Match contacts to accounts via Account ID
  • Link opportunities to correct records
  • Verify no orphaned records

Prepare for import

When cleaning data for re-import, preserve IDs and follow the CRM's required format carefully.

  • Keep record IDs for updates
  • Match field names exactly
  • Verify required fields are populated

Key takeaway

CRM data quality degrades over time. Regular exports and cleanup keep your pipeline trustworthy.