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I will setup salesforce CRM data cleansing deduplication bulk CSV upload field mapping
About this Gig
One messy import can bury your sales team in duplicate leads and blank fields. I clean the data before it reaches Salesforce.
You send a CSV or spreadsheet export. I fix errors, merge duplicates, map columns to your Salesforce fields, check every record, and prepare an upload-ready file.
Here's what I do:
- Data cleansing: fix typos, spacing, casing, and mixed formats
- Deduplication: match on email, name, phone, or company
- Field mapping: columns matched to your fields and picklists
- Record validation: required fields and formats checked before upload
- Bulk CSV upload: upload-ready file, or I load it via admin invite
- Change log: a tab of what I fixed and what needs your call
- Loom walkthrough: see what changed and repeat it
Platforms I work with:
Salesforce · Data Import Wizard · Data Loader · CSV · Excel · Google Sheets · Power Query · HubSpot · Pipedrive · Zoho CRM · Dynamics 365 · Airtable · Zapier · ActiveCampaign · Apollo.io · ZoomInfo
Access is by admin invite, never passwords. Sensitive or financial fields stay with you. I don't promise import results.
Message me your record count, object type, and export file, and I'll point you to the right package.
Software:
Salesforce
Industry:
Construction
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Nonprofit
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Real estate
FAQ
What will I get when the order is done?
A cleaned, deduplicated, upload-ready CSV with columns mapped to your Salesforce fields, plus a change log tab listing every fix and every record flagged for your review. Premium includes the bulk upload itself.
Who is this for?
Sales ops teams, founders, agencies, and consultants cleaning or moving lead and contact lists into Salesforce. Send your export and the object you're loading (leads, contacts, or companies) and I'll match the cleanup to it.
What exactly is included in the work?
Spacing, casing, date and phone formats, duplicate matching on the fields you choose, required-field and picklist checks, and column-to-field mapping. Uncertain records are flagged, not guessed or merged blindly.
What's not included, and what do I handle?
I don't build flows, write code, change your Salesforce settings, or give legal advice. You review flagged records. I can't promise import results. Sensitive or financial fields stay with you or your bookkeeper.
