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1- Clean your Excel File

It is mandatory to first clean the file by removing all duplicates, correcting spelling mistakes, removing any other errors, unnecessary spaces or unnecessary information.

Here are the steps to clean your Excel file:

Step 1 : Remove Duplicates
Step 2 : Correct spelling mistakes and special characters
Step 3 : Watch out for empty cells
Step 4 : Remove unnecessary spaces before or after emails


Step 1 : Remove Duplicates


Open your Excel file that contains all of the data that you want to import.
Note that there are 2 options to remove duplicates in an Excel file :

Option 1:

1- Select the column in which you want to recover and delete the duplicates (email, address, etc.).
2- Go to “Data”.
3- Click on “Remove Duplicates”.

4- Check the box ” Continue with the current selection ” when you get this message, then on “Remove Duplicates…” :

5- Click on “OK”

Option 2:

Detect duplicates using the formula below on a column that you insert before the column where you want to spot duplicates. In this case you must insert the formula before column D and write :
=IF(COUNTIF(D$2:D6,D2)> 1, “Duplicates”,””)

Excel will highlight in red all the duplicates.

Note: We advise you to configure a Unique Field per object in the CRM in order to avoid the duplicates. For example the Email Field is the Unique Field for the Leads and Contacts, and The Name Field is the Unique Field for the Accounts.


Step 2 : Correct spelling mistakes and special characters


It is important to correct spelling errors in the file. By doing that you avoid wasting your time by correcting them one by one in the CRM.

You must also watch out for special characters (@ ¤√ \ ©…) and replace them with the appropriate letters:


Step 3 : Watch out for empty cells


Do not fill the boxes with values if you want to keep the cell empty. Just keep the cell empty without special characters or unnecessary spaces.


Étape 4 : Remove unnecessary spaces before or after emails


When you insert the emails into your file, there may be spaces before or after these emails. All of these spaces must be deleted :

You are now ready to correct the file formats !

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