CSV imports can contain duplicate contacts and invalid email addresses that reduce the quality of a contact database.
Data & Integrations / PROJECT 22
CSV to CRM Contact Sync
Validate uploaded CSV contacts, sync valid records and log duplicates or invalid emails for review.
Recorded portfolio demo
PROJECT OVERVIEW
A clear process for everyday work.
Validate uploaded CSV contacts, sync valid records and log duplicates or invalid emails for review.
Valid contacts saved in a Google Sheets contact table, with rejected rows and reasons kept in a separate review log.
Who it’s for
Teams importing event leads or contact lists into a spreadsheet-based CRM.
HOW IT WORKS
From input to outcome.
- 01Upload the contact CSV through a form
- 02Extract rows and validate contact data
- 03Append or update valid contact records
- 04Log duplicate and invalid rows with a reason
Tools used.
Adapt this demo to your business
We’ll configure your data, integrations and review rules, then test the workflow with your process.
PROJECT DEMO