Contact and company records
Normalise names, dates, telephone numbers, email fields, statuses and categories without inventing missing information.
CRM data cleaning service UK
Clean the spreadsheet before it reaches your CRM.
Row & Behold cleans and validates Excel or CSV data before an import or migration. Duplicates, dates, categories and formats are handled using agreed rules, while uncertain matches are separated for review.
Before migration
Stop old spreadsheet problems becoming new CRM problems.
A clean import starts with explicit rules. We agree what counts as a duplicate, which formats the destination needs and which records require a decision before changing anything.
Duplicate control
Handle exact matches consistently and place near matches into an exception list so a person can decide what should merge.
Import-ready structure
Prepare the agreed columns, data types and required values for handover to your CRM owner or implementation partner.
Proof before upload
Reconcile source and output row counts, record material changes and summarise outstanding exceptions.
Clear boundary
We clean the file. Your CRM owner controls the import.
The standard service returns a controlled Excel or CSV file plus the Proof Pack. Live CRM access, field mapping inside the platform and production imports are not assumed or performed unless explicitly reviewed and added to scope.
CRM clean-up questions
Before you migrate.
Can you import the data into our CRM?
The standard scope prepares and validates the agreed Excel or CSV output. Live-system imports are excluded unless they are separately reviewed and added to the written scope.
Will you merge possible duplicate contacts?
Exact duplicates can be handled using agreed rules. Possible matches are isolated for a human decision rather than silently merged.
Can you work with a CRM export?
Yes. We can clean .xlsx and .csv exports from a CRM or prepare spreadsheet-held records for migration into a new system.
How do you prove the output is complete?
The Proof Pack records source and output row counts, material changes, exceptions and key validation checks.
Fixed scope before payment
Show us the export.
Send a redacted sample and we will confirm the cleaning rules, package and delivery date before any work starts.