JS15 Cleaning Up Your Excel Spreadsheet Before Importing
For most, the worst part of moving from one CRM to another is the database exporting and importing. No one wants to hunt and peck later to clean up things once the contacts have been imported. That is time-consuming, especially when you can do it way faster BEFORE the import! In this lesson, we walk you through how to clean up that spreadsheet BEFORE you import so you have the cleanest possible database once you do import all your leads.
Do not skip this very, very informative lesson where we walk you through the fastest way to clean up efficiently and effectively. We will provide you the columns you should include and create for Flags, Hotness Levels, Statuses, Contact Types and more!
Phone number formats can vary and will work for nearly every type, including those in the screenshot below.
The format for column headers for OTHER (aka spouse) are as follows:
Otherfirstname
Otherlastname
Otheremail
Otherbirthday
Follow the instructions in the video to add the Other's phone.
TIP: If you are just creating your own new spreadsheet or wish to see a great example of all the columns you should have, see the blank Excel spreadsheet we have provided you below. Create your own quick contact table to import faster than adding leads one-by-one manually (example: adding leads from open house lists).
CLICK HERE FOR YOUR Blank Excel Spreadsheet to Import
NOTE: To import your table, you must use an Excel spreadsheet saved as a Comma Delimited file. If you are an Apple/Mac user, you may find this online converter helpful to go from a Numbers table to an Excel table: https://www.online-convert.com/ If you need help converting your table, be sure it's cleaned up and ready to go and then send it into support@engagemorecrm.com for help converting it. We can convert it and send it back to We also offer White-Glove move in help if you want us to do the importing for you to get it done fast and easier. Learn more about that service HERE.