CRM & Workflow
CRM Import Preparation
Prepare contact data against your supplied CRM import requirements.
Starting from$49USD
Final pricing depends on your files, scope and requirements.
Timing confirmed in your estimate.
The work
What this service includes
Template review
Review your supplied import template, required fields and handling rules.
Field mapping
Map the supplied contact fields to the columns required by the template.
File preparation
Arrange data into the agreed file structure and flag missing required inputs.
Prepared handoff
Deliver the prepared import file with any unresolved mapping notes.
A closer look
Your contact data.
Prepared for the right fields.
Fields mapped to your templatePrepared file for your import
| Source field | Placement |
|---|---|
| Contact name | Source name column |
| Email address | Source email column |
| Contact tag | Source label column |
| Source field | Placement |
|---|---|
| Contact name | Name field in supplied template |
| Email address | Email field in supplied template |
| Contact tag | Tag field in supplied template |
Illustrative field mapping into a CSV file. Colored records carry into the agreed template. No live CRM import is represented. Actual columns, file format and handling rules are confirmed from your requirements.
The result
What you receive
- A contact import file arranged to the supplied template and agreed field requirements.
- Mapping notes and unresolved inputs identified using the review method confirmed with you.
Prepared around your agreed requirements.
Your part
What we need from you
The source contact files you want prepared.
Your CRM import template, required field names and accepted file format.
Rules for field mapping, tags, missing values and data that must not change.
The approximate number of records and any deadline.
A clear scope,
before we begin.
The deliverable is a prepared file based on your supplied import requirements. Importing it into the live CRM, changing CRM settings and configuring automations are not included. Missing required data is flagged rather than invented. Platform acceptance depends on the actual import requirements and settings.
How it happens
From request
to delivery
Agree the work first.
Know what happens next.
Send requirements
Share your files, instructions, and the result you need.
Receive your estimate
We review the requirements and confirm the scope, final price, deliverables, and timing.
Accept the estimate
Review the details and decide whether to proceed. Requesting an estimate does not commit you to the work.
Receive a private invoice/payment link
After acceptance, we send the information you need to complete payment privately.
Payment confirmed
Payment is confirmed before work begins.
Work begins
We complete the service according to the agreed scope and instructions.
Review and delivery
The completed work is reviewed against the agreed requirements and sent using the agreed delivery method.
Useful answers
Before you send your files
Do you import the file into my CRM?
No. This service prepares the file to your supplied requirements. Running the import or changing live CRM records is outside the service.
What template should I provide?
Send the import template, required columns, accepted format and any field or tag rules from your CRM setup. We review them alongside the source data before confirming the work.
What if a required field is missing?
We flag missing inputs or unclear mappings for your clarification. We do not invent contact information or silently choose how conflicting values should be handled.
Is contact cleanup included?
This service focuses on mapping data to the import structure. If your records also need cleanup or potential duplicate review, describe that need so the additional scope can be discussed. CRM Data Cleanup is available separately.
Have contact data ready to prepare?
Tell us what you need. We’ll confirm the scope, price, and timing before you decide to proceed.