Prepare Cleaner CRM Imports

CRM Import Formatter

Map existing lead columns, standardize contact details, flag incomplete rows, and download a structured CSV for review before CRM import.

Add Lead Data

Paste a table with a header row. Comma, tab, and semicolon separators are detected automatically.

Lead table

Output format

Duplicate handling

Review Field Mapping

Automatic suggestions appear from the header row. Choose “Do not import” for columns you do not need.

Sample data is ready. Review the suggested mapping and prepare the file.

CRM Import Preview

Review normalized values and warnings before uploading the downloaded file to your CRM.

0Source rows

0Export rows

0Duplicates removed

0Rows to review

Prepared rows will appear here after you review the mapping.

Do not import Field suggestions updated from the source headers. Paste a table with a header row and at least one data row. Each destination field can be mapped only once. Change the duplicate mapping and try again. Map at least one source column before preparing the file. CRM file prepared locally. Review flagged rows and destination requirements before import. CSV copied to the clipboard. The browser could not copy the CSV. Use Download CSV instead. CSV downloaded. Review it in a spreadsheet before CRM import. The formatter has been reset to the sample data. Rows to review: email format short phone number missing contact name, company, and email First Name Last Name Company Email Phone Job Title Website Country Lifecycle Stage Lead Source Notes

How to Prepare the Import

1. Paste the source table

Include one header row and keep each contact on a separate row.

2. Confirm the mapping

Match source headings to the destination fields and exclude unnecessary columns.

3. Review before upload

Check flagged values, download the CSV, and confirm your CRM’s current import requirements.

What the Formatter Changes

Consistent contact values

Leading and trailing spaces are removed, repeated spaces are collapsed, emails are lowercased, common phone punctuation is removed, and missing website protocols are added.

Transparent duplicate rules

Duplicate removal uses only the option you select. Rows with a blank duplicate key remain in the export.

Review remains essential

The tool does not verify people, companies, inboxes, phone numbers, consent, field permissions, pick-list values, or current CRM requirements.

The details you enter are used only to prepare the preview and CSV shown on this page.

Move From Clean Rows to a Connected Sales Workflow

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Frequently Asked Questions

Which CRM import formats can I prepare?

You can prepare column headings for a generic contact file, HubSpot, Salesforce, or Pipedrive. Import settings can change, so review the exported headings and required fields in your CRM before uploading.

How does automatic field mapping work?

The formatter compares each source heading with common labels for names, company, email, phone, job title, website, country, lifecycle stage, lead source, and notes. You can change every suggested mapping before export.

Does the tool verify email addresses or phone numbers?

No. It checks basic format and standardizes the values you provide. It does not confirm that an inbox, phone number, person, or company exists.

How are duplicate contacts handled?

You can keep every row or remove later rows that repeat an email address, phone number, or the company-and-name combination. Blank duplicate keys are kept.

Is my lead data uploaded or saved?

No. Pasted data, mappings, validation results, and the exported CSV are processed locally in your browser and are not uploaded to TradeGoAI.

Continue cleaning, extracting, and checking lead data before outreach.