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[null,"WORKFLOW",null,null,null,"Status","Action","Reset","Progress"]
[]
[null,null,1,"Select Your Data",null,null,null,null,"○ Pending"]
[]
[null,null,2,"Tag Columns",null,null,null,null,"○ Pending"]
[]
[null,null,3,"Clean Emails",null,null,null,null,"○ Mapped","○ Staged","○ Approved"]
[]
[null,null,4,"Clean Phone Numbers",null,null,null,null,"○ Mapped","○ Staged","○ Approved"]
[]
[null,null,5,"Clean Names",null,null,null,null,"○ Mapped","○ Staged","○ Approved"]
[]
[null,null,6,"Clean Dates",null,null,null,null,"○ Mapped","○ Staged","○ Approved"]
[]
[null,null,7,"Clean Addresses",null,null,null,null,"○ Mapped","○ Staged","○ Approved"]
[]
[null,null,8,"Deduplicate",null,null,null,null,"○ Mapped","○ Staged","○ Approved"]
[]
[null,null,9,"Review & Finalize"]
[]
[null,null,10,"Generate Change Log"]
[]
[null,null,11,"Export Cleaned Data",null,null,null,null,null,"You've used 0 of your 100 free records"]
[]
[]
[]
[null,"EXPORT FINALIZED DATA TO CRM"]

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["Setting","Value","Description",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Filter Key","Section","Values"]
["PHONE SETTINGS"]
["DefaultCountry","US","Default country for phone numbers without country code"]
["PhoneFormat","(xxx) xxx-xxxx","Phone display format (options update when Default Country changes)"]
["ShowPhoneCountryCode","No","Show separate Phone_CountryCode column"]
[]
["DATE SETTINGS"]
["DateSourceFormat","MDY","Source date format (fallback if auto-detect fails)"]
["DateTargetFormat","YYYY-MM-DD","Target output date format"]
["DateTimeHandling","StripTime","How to handle time components in datetime values"]
[]
["NAME SETTINGS"]
["ApplyNameCasing","Yes","Apply proper casing to names"]
["ShowNameTitle","No","Split title/honorific (Dr., Mr.) into separate column"]
["ShowNameSuffix","No","Split suffix (Jr., III) into separate column"]
[]
["ADDRESS SETTINGS"]
["AddressSplitFormat","Street/City/State/ZIP","How to structure parsed address output columns"]
["ZIPFormat","Keep as ZIP","How to handle ZIP+4 codes"]
["SplitAptUnit","Yes","Split apartment/unit/suite into separate column"]
["LastExportPath10Xlsx","C:\\Users\\dgul1\\Downloads\\CRMCleaner_Audit_2026-06-04_150315.xlsx"]
["LastExportPath11Xlsx","C:\\Users\\dgul1\\Downloads\\CRMCleaner_Cleaned_2026-06-04_151425.xlsx"]
["LastExportPath11Csv"]
["CRMFolder_HubSpot_Contacts","D:\\ExcelGurus\\0-Excel-Gurus.com\\26-03-20-Data Cleaner\\Export Files"]
["CRMFolder_Pipedrive_Persons","D:\\ExcelGurus\\0-Excel-Gurus.com\\26-03-20-Data Cleaner\\Export Files"]
["CRMFolder_Salesforce_Leads","C:\\Users\\dgul1\\Documents"]
["CRMFolder_Salesforce_Contacts","C:\\Users\\dgul1\\Documents"]
["CRMFolder_Salesforce_Accounts","C:\\Users\\dgul1\\Documents"]
["SkippedSteps"]
["CRMLastObjectType_HubSpot","Contacts"]
["MergeFullName","Yes"]
["CRMLastObjectType_Pipedrive","Persons"]
["CRMLastObjectType_Zoho","Leads"]
["ExportFolder","C:\\Users\\dgul1\\Downloads"]
["ExportFormat","XLSX"]
["ExportExcludedColumns"]
["CRMLastObjectType_Salesforce","Contacts"]
["CRMLastObjectType_Monday","Accounts"]
["CRMFolder_HubSpot_Companies","C:\\Users\\dgul1\\Downloads"]
["ExportBatchLocked",0]
["ExportBatchCeiling",0]
["LifetimeRecordsConsumed",0]
["CRMFolder_Zoho_Leads","C:\\Users\\dgul1\\Downloads"]

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{"sheet":"Cleaned Data","index":10,"n_rows":0,"n_cols":0,"rows_kept":0,"cut":false,"hidden":true,"merged":[]}

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[null,"Please read the agreement below, then scroll down and click “I Agree” to continue."]
[]
[null,"END USER LICENSE AGREEMENT"]
[null,"CRM Data Cleaner\r\nCopyright (c) 2026 ExcelGurus, LLC. All rights reserved."]
[null,"IMPORTANT - READ CAREFULLY. This End User License Agreement (\"Agreement\") is a legal agreement between you (either an individual or a single entity, \"you\") and ExcelGurus, LLC (\"ExcelGurus\", \"we\", or \"us\") for the CRM Data Cleaner software product, including all associated files, templates, and documentation (the \"Software\"). By installing, activating, opening, or otherwise using the Software, you agree to be bound by the terms of this Agreement. If you do not agree, do not use the Software."]
[null,"1. LICENSE GRANT. Subject to your compliance with this Agreement and payment of any applicable fees, ExcelGurus grants you a limited, non-exclusive, non-transferable, revocable license to install and use the Software on the number of computers permitted by your license, solely for your own internal business or personal purposes. A free or trial tier, where offered, is licensed on the same terms but is limited in functionality (for example, a row limit on processing and export)."]
[null,"2. RESTRICTIONS. You may NOT, and may not permit any third party to: (a) copy, reproduce, or distribute the Software except as expressly permitted herein; (b) sell, rent, lease, sublicense, lend, or otherwise transfer the Software or your license key to any third party; (c) share, publish, or disclose your license key or activation credentials; (d) use the Software on more computers than your license permits, or circumvent any license, activation, machine-count, or feature-flag limitation; (e) reverse engineer, decompile, disassemble, unlock, or otherwise attempt to derive the source code or underlying ideas of the Software, except to the extent this restriction is prohibited by applicable law; (f) modify, adapt, translate, or create derivative works based on the Software; or (g) remove, alter, or obscure any copyright, trademark, or other proprietary notices."]
[null,"3. OWNERSHIP. The Software is licensed, not sold. ExcelGurus and its licensors retain all right, title, and interest in and to the Software, including all intellectual property rights. No rights are granted except as expressly set forth in this Agreement."]
[null,"4. ACTIVATION AND VERIFICATION. The Software may require online activation and may periodically verify your license over the internet. You consent to the transmission of limited license and machine-identification data for these purposes. The Software may limit or disable licensed features if a valid license cannot be verified. In addition, when you first accept this Agreement, the Software sends a one-time message to ExcelGurus indicating that an installation has been activated; this message includes the Software version, an anonymous installation identifier, your IP address, and a timestamp, and is used solely to understand how many installations are in active use. It contains no personal information and no data from your spreadsheets."]
[null,"5. NO WARRANTY. THE SOFTWARE IS PROVIDED \"AS IS\" AND \"AS AVAILABLE\", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. EXCELGURUS DOES NOT WARRANT THAT THE SOFTWARE WILL BE ERROR-FREE OR UNINTERRUPTED, OR THAT IT WILL MEET YOUR REQUIREMENTS. YOU ASSUME THE ENTIRE RISK AS TO THE RESULTS AND PERFORMANCE OF THE SOFTWARE. YOU ARE SOLELY RESPONSIBLE FOR MAINTAINING BACKUPS OF YOUR DATA."]
[null,"6. LIMITATION OF LIABILITY. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL EXCELGURUS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, DATA, BUSINESS, OR GOODWILL, ARISING OUT OF OR RELATED TO THE SOFTWARE OR THIS AGREEMENT, WHETHER IN CONTRACT, TORT, OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. EXCELGURUS'S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATED TO THE SOFTWARE OR THIS AGREEMENT WILL NOT EXCEED THE AMOUNT YOU ACTUALLY PAID TO EXCELGURUS FOR THE SOFTWARE. Some jurisdictions do not allow certain limitations, so portions of the above may not apply to you."]
[null,"7. TERMINATION. This Agreement is effective until terminated. It terminates automatically if you breach any term. Upon termination, you must stop using the Software and destroy all copies in your possession. ExcelGurus may disable or revoke a license that is used in violation of this Agreement. Sections 2, 3, 5, 6, 8, and 9 survive termination."]
[null,"8. GOVERNING LAW. This Agreement is governed by the laws of the State of Florida, USA, without regard to its conflict-of-laws rules. The exclusive venue for any dispute will be the state or federal courts located in Florida, and you consent to their jurisdiction."]
[null,"9. ENTIRE AGREEMENT. This Agreement is the entire agreement between you and ExcelGurus regarding the Software and supersedes all prior understandings. If any provision is held unenforceable, the remaining provisions will remain in full force. Our failure to enforce any right is not a waiver of that right."]
[null,"By clicking \"I Agree\" you acknowledge that you have read this Agreement and agree to be bound by its terms."]
[null,"ExcelGurus, LLC  -  Excel-Gurus.com"]

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{"sheet":"ExportSpec","index":13,"n_rows":113,"n_cols":8,"rows_kept":113,"cut":false,"hidden":true,"merged":[]}
["CRMName","ObjectType","CleanerField","CRMHeader","Required","Recommended","FieldType","Notes"]
["HubSpot","Contacts","Email","Email",false,true,"Email","Dedup key. Missing Email = duplicate contacts on import."]
["HubSpot","Contacts","First Name","First Name",false,true,"Text"]
["HubSpot","Contacts","Last Name","Last Name",false,true,"Text"]
["HubSpot","Contacts","Full Name","Last Name",false,false,"Text","Fallback - used only when split Last Name unavailable."]
["HubSpot","Contacts","Phone","Phone Number",false,false,"Phone","HubSpot auto-formats based on country code."]
["HubSpot","Contacts","Date","Date of birth",false,false,"Date","Written as ISO 8601 YYYY-MM-DD."]
["HubSpot","Contacts","Street","Street Address",false,false,"Text"]
["HubSpot","Contacts","Full Address","Street Address",false,false,"Text","Fallback - used only when split Street unavailable."]
["HubSpot","Contacts","Street 2","Street Address 2",false,false,"Text"]
["HubSpot","Contacts","Apt/Unit","Street Address 2",false,false,"Text","Fallback - used when Street 2 unavailable. If both Street 2 and Apt/Unit are present, Street 2 wins."]
["HubSpot","Contacts","City","City",false,false,"Text"]
["HubSpot","Contacts","State","State/Region",false,false,"Text"]
["HubSpot","Contacts","ZIP","Postal Code",false,false,"Text"]
["HubSpot","Contacts","Company","Company name",false,false,"Text"]
["HubSpot","Companies","Company","Name",true,true,"Text","Required. The company's name. HubSpot uses this as the primary identifier when Company domain name is not provided."]
["HubSpot","Companies","Phone","Phone Number",false,false,"Phone","Org-level phone number. HubSpot auto-formats based on country code."]
["HubSpot","Companies","Street","Street Address",false,false,"Text"]
["HubSpot","Companies","Full Address","Street Address",false,false,"Text","Fallback - used only when split Street unavailable."]
["HubSpot","Companies","Street 2","Street Address 2",false,false,"Text"]
["HubSpot","Companies","Apt/Unit","Street Address 2",false,false,"Text","Fallback - used when Street 2 unavailable. If both Street 2 and Apt/Unit are present, Street 2 wins."]
["HubSpot","Companies","City","City",false,false,"Text"]
["HubSpot","Companies","State","State/Region",false,false,"Text"]
["HubSpot","Companies","ZIP","Postal Code",false,false,"Text"]
["Pipedrive","Persons","Full Name","Name",true,true,"Text","Required. Pipedrive uses a single combined name field (no separate First/Last by default). If your data has split names, return to the Cleaner and combine them before exporting."]
["Pipedrive","Persons","Email","Email",false,true,"Email","Recommended. Used to prevent duplicates on import. Pipedrive accepts multiple emails per person with labels (Work/Home/Other); assign labels after import."]
["Pipedrive","Persons","Phone","Phone",false,false,"Phone","Pipedrive accepts multiple phones per person with labels (Work/Home/Mobile/Other); assign labels after import."]
["Pipedrive","Persons","Full Address","Address",false,false,"Text","Pipedrive uses a single Address field and geocodes on import. If your data is split, return to the Cleaner and combine first."]
["Pipedrive","Persons","Company","Organization",false,true,"Text","Recommended. Auto-links person to an organization. If the organization doesn't exist in Pipedrive yet, it's created during import."]
["Pipedrive","Organizations","Company","Name",true,true,"Text","Required. The organization's name. Pipedrive uses this as the primary identifier."]
["Pipedrive","Organizations","Full Address","Address",false,true,"Text","Recommended. Pipedrive uses a single Address field and geocodes on import. If your data is split, return to the Cleaner and combine first."]
["Pipedrive","Organizations","Phone","Phone",false,false,"Phone","Organization phone. Pipedrive accepts labels (Work/Home/Mobile/Other); assign after import."]
["Zoho","Leads","Last Name","Last Name",true,true,"Text","Required. Zoho rejects any Lead row missing Last Name."]
["Zoho","Leads","First Name","First Name",false,true,"Text"]
["Zoho","Leads","Full Name","Last Name",false,false,"Text","Fallback - used only when split Last Name unavailable."]
["Zoho","Leads","Email","Email",false,true,"Email","Recommended. Zoho uses Email for duplicate detection."]
["Zoho","Leads","Phone","Phone",false,false,"Phone"]
["Zoho","Leads","Date","Date of Birth",false,false,"Date","Written as ISO 8601 YYYY-MM-DD."]
["Zoho","Leads","Street","Street",false,false,"Text"]
["Zoho","Leads","Full Address","Street",false,false,"Text","Fallback - used only when split Street unavailable."]
["Zoho","Leads","Apt/Unit","Street",false,false,"Text","Fallback - merged into Street when split Street is unavailable. If both Street 2 and Apt/Unit are present, Street 2 wins."]
["Zoho","Leads","City","City",false,false,"Text"]
["Zoho","Leads","State","State",false,false,"Text"]
["Zoho","Leads","ZIP","Zip Code",false,false,"Text"]
["Zoho","Leads","Company","Company",false,true,"Text","Recommended. Zoho creates a linked Account record when this Lead is converted."]
["Zoho","Contacts","Last Name","Last Name",true,true,"Text","Required. Zoho rejects any Contact row missing Last Name."]
["Zoho","Contacts","First Name","First Name",false,true,"Text"]
["Zoho","Contacts","Full Name","Last Name",false,false,"Text","Fallback - used only when split Last Name unavailable."]
["Zoho","Contacts","Email","Email",false,true,"Email","Recommended. Zoho uses Email for duplicate detection."]
["Zoho","Contacts","Phone","Phone",false,false,"Phone"]
["Zoho","Contacts","Date","Date of Birth",false,false,"Date","Written as ISO 8601 YYYY-MM-DD."]
["Zoho","Contacts","Street","Mailing Street",false,false,"Text"]
["Zoho","Contacts","Full Address","Mailing Street",false,false,"Text","Fallback - used only when split Street unavailable."]
["Zoho","Contacts","Apt/Unit","Mailing Street",false,false,"Text","Fallback - merged into Mailing Street when split Street is unavailable."]
["Zoho","Contacts","City","Mailing City",false,false,"Text"]
["Zoho","Contacts","State","Mailing State",false,false,"Text"]
["Zoho","Contacts","ZIP","Mailing Zip",false,false,"Text"]
["Zoho","Contacts","Company","Account Name",false,true,"Text","Recommended. Links the Contact to an Account. Note: Zoho requires the Account to already exist - otherwise the Contact imports with a blank Account. Import as Leads instead if you want Zoho to auto-create Accounts."]
["Zoho","Accounts","Company","Account Name",true,true,"Text","Required. The account/organization name. Zoho uses this as the primary identifier."]
["Zoho","Accounts","Phone","Phone",false,false,"Phone"]
["Zoho","Accounts","Street","Billing Street",false,false,"Text"]
["Zoho","Accounts","Full Address","Billing Street",false,false,"Text","Fallback - used only when split Street unavailable."]
["Zoho","Accounts","Apt/Unit","Billing Street",false,false,"Text","Fallback - merged into Billing Street when split Street is unavailable."]
["Zoho","Accounts","City","Billing City",false,false,"Text"]
["Zoho","Accounts","State","Billing State",false,false,"Text"]
["Zoho","Accounts","ZIP","Billing Code",false,false,"Text"]
["Monday","Leads","Full Name","Name",true,true,"Text","Required. Monday CRM uses a single combined name (no First/Last split). If your data has split names, return to the Cleaner and combine them."]
["Monday","Leads","Email","Email",false,true,"Email","Recommended. Useful for deduplication after import."]
["Monday","Leads","Phone","Phone",false,false,"Phone"]
["Monday","Leads","Full Address","Address",false,false,"Text","Monday CRM uses a single Address text column. If your data is split, return to the Cleaner and combine first."]
["Monday","Leads","Company","Company",false,true,"Text","Recommended. The company name. Once leads are converted to contacts, Monday can link to matching Accounts."]
["Monday","Contacts","Full Name","Name",true,true,"Text","Required. Monday CRM uses a single combined name (no First/Last split). If your data has split names, return to the Cleaner and combine them."]
["Monday","Contacts","Email","Email",false,true,"Email","Recommended. Useful for deduplication after import."]
["Monday","Contacts","Phone","Phone",false,false,"Phone"]
["Monday","Contacts","Full Address","Address",false,false,"Text","Monday CRM uses a single Address text column. If your data is split, return to the Cleaner and combine first."]
["Monday","Contacts","Company","Account",false,true,"Text","Recommended. Monday tries to link to an existing item in your Accounts board with this exact name. If no match is found, the Account field stays blank and you link manually after import."]
["Monday","Accounts","Company","Name",true,true,"Text","Required. The account/organization name. Monday uses this as the item primary identifier."]
["Monday","Accounts","Phone","Phone",false,false,"Phone"]
["Monday","Accounts","Full Address","Address",false,false,"Text","Monday CRM uses a single Address text column. If your data is split, return to the Cleaner and combine first."]
["Salesforce","Leads","Last Name","Last Name",true,true,"Text","Required. Salesforce rejects any Lead row missing Last Name."]
["Salesforce","Leads","First Name","First Name",false,true,"Text"]
["Salesforce","Leads","Full Name","Last Name",false,false,"Text","Fallback - used only when split Last Name unavailable."]
["Salesforce","Leads","Email","Email",false,true,"Email","Recommended. Salesforce Data Import Wizard can use Email for duplicate detection."]
["Salesforce","Leads","Phone","Phone",false,false,"Phone"]
["Salesforce","Leads","Company","Company",true,true,"Text","Required. Salesforce Leads require both Last Name AND Company. Both must be present in your data."]
["Salesforce","Leads","Date","Date of Birth",false,false,"Date","Written as ISO 8601 YYYY-MM-DD."]
["Salesforce","Leads","Street","Street",false,false,"Text"]
["Salesforce","Leads","Full Address","Street",false,false,"Text","Fallback - used only when split Street unavailable."]
["Salesforce","Leads","Apt/Unit","Street",false,false,"Text","Fallback - merged into Street when split Street is unavailable. If both Street 2 and Apt/Unit are present, Street 2 wins."]
["Salesforce","Leads","City","City",false,false,"Text"]
["Salesforce","Leads","State","State/Province",false,false,"Text"]
["Salesforce","Leads","ZIP","Zip/Postal Code",false,false,"Text"]
["Salesforce","Contacts","Last Name","Last Name",true,true,"Text","Required. Salesforce rejects any Contact row missing Last Name."]
["Salesforce","Contacts","First Name","First Name",false,true,"Text"]
["Salesforce","Contacts","Full Name","Last Name",false,false,"Text","Fallback - used only when split Last Name unavailable."]
["Salesforce","Contacts","Email","Email",false,true,"Email","Recommended. Salesforce Data Import Wizard can use Email for duplicate detection."]
["Salesforce","Contacts","Phone","Phone",false,false,"Phone"]
["Salesforce","Contacts","Date","Birthdate",false,false,"Date","Written as ISO 8601 YYYY-MM-DD."]
["Salesforce","Contacts","Street","Mailing Street",false,false,"Text"]
["Salesforce","Contacts","Full Address","Mailing Street",false,false,"Text","Fallback - used only when split Street unavailable."]
["Salesforce","Contacts","Apt/Unit","Mailing Street",false,false,"Text","Fallback - merged into Mailing Street when split Street is unavailable."]
["Salesforce","Contacts","City","Mailing City",false,false,"Text"]
["Salesforce","Contacts","State","Mailing State/Province",false,false,"Text"]
["Salesforce","Contacts","ZIP","Mailing Zip/Postal Code",false,false,"Text"]
["Salesforce","Contacts","Company","Account Name",false,true,"Text","Recommended. Salesforce matches by exact Account name. If no match exists, behavior depends on org settings - may assign a default Account or leave the field blank."]
["Salesforce","Accounts","Company","Name",true,true,"Text","Required. The account/organization name. Salesforce uses this as the primary identifier."]
["Salesforce","Accounts","Phone","Phone",false,false,"Phone"]
["Salesforce","Accounts","Street","Billing Street",false,false,"Text"]
["Salesforce","Accounts","Full Address","Billing Street",false,false,"Text","Fallback - used only when split Street unavailable."]
["Salesforce","Accounts","Apt/Unit","Billing Street",false,false,"Text","Fallback - merged into Billing Street when split Street is unavailable."]
["Salesforce","Accounts","City","Billing City",false,false,"Text"]
["Salesforce","Accounts","State","Billing State/Province",false,false,"Text"]
["Salesforce","Accounts","ZIP","Billing Zip/Postal Code",false,false,"Text"]

{"sheet":"InfoTopics","index":14,"n_rows":25,"n_cols":5,"rows_kept":25,"cut":false,"hidden":true,"merged":[]}
["CRMName","TopicID","Title","BodyText","LinkURL"]
["All","name_split_general","Splitting Names","This CRM uses separate First Name and Last Name fields. If your data has a single Full Name column (like 'John Smith'), it needs to be split before export.\r\n\r\nGo back to the Cleaner, run the Names step, approve the splits, then return to Export."]
["All","combined_name_general","This CRM Uses One Name Field","This CRM uses a single combined name field - it has no separate First Name and Last Name. If your data is split into separate First and Last columns, they need to be merged into one Full Name before export.\r\n\r\nGo back to the Cleaner, merge the names, then return to Export."]
["All","address_split_general","Splitting Addresses","This CRM expects separate address fields: Street, City, State, and ZIP. If your data has a single Full Address column (like '123 Main St, Springfield IL 62701'), it needs to be parsed into pieces first.\r\n\r\nGo back to the Cleaner, run the address-parsing step, approve the splits, then return to Export."]
["All","address_combine_general","This CRM Uses One Address Field","This CRM uses a single combined Address field and geocodes it on import. If your data is split into separate Street, City, State, and ZIP columns, they need to be combined into one Address before export.\r\n\r\nGo back to the Cleaner, combine the address, then return to Export."]
["All","phone_country_code_general","Phone Country Codes","CRMs format and validate phone numbers using the country-code prefix. Without one, the CRM can't reliably tell a US number from a UK or other international number.\r\n\r\nBest practice: include a country code like '+1' for US/Canada or '+44' for the UK. The toggle above can prepend a default prefix to phone numbers that don't already have one."]
["All","email_dedup_general","Why Email Matters","Email is the key most CRMs use to deduplicate people. When you import without email, every row can create a brand-new record - even for someone already in the system - because the CRM has no way to recognize the match.\r\n\r\nWith Email present, the CRM can update existing records in place instead of creating duplicates. Including it saves manual cleanup later."]
["All","account_match_general","Linking to Accounts / Organizations","When you set a Company or Account name on a person record, the CRM tries to link that person to an organization with the exact same name. What happens when there's no match varies by CRM:\r\n  - Pipedrive creates the organization automatically.\r\n  - Zoho requires the Account to already exist first.\r\n  - Monday links only on an exact name match.\r\n  - Salesforce behavior depends on your org settings.\r\n\r\nWhen in doubt, import your Accounts/Organizations first, then import your people."]
["All","missing_required_general","Required Field Missing","This CRM rejects rows that are missing a required field - those rows will fail to import.\r\n\r\nGo back to the Cleaner and make sure the required field is present and tagged for every row you want to export."]
["All","row_limits_general","CRM Row Limits","Each CRM caps how many rows you can bring in per import file, and the limit depends on the CRM and your subscription tier.\r\n\r\nTwo worth knowing: Salesforce's Data Import Wizard and Pipedrive's spreadsheet import both cap at 50,000 rows per file. HubSpot's limit is much higher (over a million rows per file). Zoho and Monday vary by edition - check your plan if you're importing large batches.\r\n\r\nIf a CRM rejects your file for being too large, split it into smaller files and import them in sequence. Your exported file is valid regardless of size - the limit is on the CRM's import side, not on the cleaned data."]
["All","untagged_columns","Untagged Columns","Your data has columns the Cleaner didn't tag as Email, Phone, Names, Address, etc. These columns hold data the cleaner can't auto-process - typically free-form text like 'Notes', 'Source', or custom fields specific to your business.\r\n\r\nBy default these columns are dropped from the export. To include them as custom fields in your CRM, use the Other Columns section below."]
["All","free_tier_cap","Free Tier Row Cap","The free tier exports the first 100 rows of your data. To export larger datasets, activate a license for the CRM you're exporting to.\r\n\r\nYour data will still clean fully in the free tier - only exports are capped."]
["HubSpot","overview_hubspot_contacts","Exporting to HubSpot Contacts","HubSpot Contacts is for individual people. Each row imports as a contact record.\r\n\r\nDedup key: Email. HubSpot updates an existing contact when the email matches, otherwise it creates a new one. Without Email, every import creates duplicates.\r\n\r\nNames and addresses use separate fields (First/Last, Street/City/State/ZIP). Split combined values in the Cleaner first."]
["HubSpot","overview_hubspot_companies","Exporting to HubSpot Companies","HubSpot Companies is for organizations, not people. Each row imports as a company record.\r\n\r\nRequired: Company name. HubSpot uses the name (or domain, if provided) as the identifier.\r\n\r\nAddresses use separate fields, same as Contacts."]
["Salesforce","overview_salesforce_leads","Exporting to Salesforce Leads","Salesforce Leads are unconverted prospects. Each row imports as a Lead.\r\n\r\nRequired: BOTH Last Name AND Company. Salesforce rejects any Lead row missing either one - this is the most common reason a Salesforce Leads import fails.\r\n\r\nThe Data Import Wizard can use Email for duplicate detection. Names use separate First/Last fields - split combined names in the Cleaner first."]
["Salesforce","overview_salesforce_contacts","Exporting to Salesforce Contacts","Salesforce Contacts are people, usually linked to an Account.\r\n\r\nRequired: Last Name.\r\n\r\nRecommended: Account Name. Salesforce matches by exact account name. If no match exists, the account assignment depends on your org settings. Addresses use Mailing Street/City/State/ZIP."]
["Salesforce","overview_salesforce_accounts","Exporting to Salesforce Accounts","Salesforce Accounts are organizations.\r\n\r\nRequired: Account name (mapped from your Company field). Salesforce uses this as the primary identifier.\r\n\r\nAddresses use Billing Street/City/State/ZIP."]
["Zoho","overview_zoho_leads","Exporting to Zoho Leads","Zoho Leads are unconverted prospects. Each row imports as a Lead.\r\n\r\nRequired: Last Name. Zoho rejects any Lead row missing it.\r\n\r\nDedup: Zoho uses Email for duplicate detection. Company is recommended - Zoho creates a linked Account when the Lead is converted. Zoho's import limit varies by edition; check your plan if you're importing large files."]
["Zoho","overview_zoho_contacts","Exporting to Zoho Contacts","Zoho Contacts are people, optionally linked to an Account.\r\n\r\nRequired: Last Name. Dedup: Email.\r\n\r\nAccount link note: Zoho requires the Account to already exist. If you set an Account Name that isn't in Zoho yet, the contact imports without the link. Import your Accounts first, then Contacts."]
["Zoho","overview_zoho_accounts","Exporting to Zoho Accounts","Zoho Accounts are organizations.\r\n\r\nRequired: Account Name. Zoho uses this as the primary identifier.\r\n\r\nAddresses use Billing Street/City/State, and Billing Code (Zoho's name for the ZIP/postal field)."]
["Pipedrive","overview_pipedrive_persons","Exporting to Pipedrive Persons","Pipedrive Persons are individual people.\r\n\r\nRequired: Name - a single combined field. Pipedrive has no separate First/Last by default. If your data has split names, return to the Cleaner and merge them into one Full Name before exporting.\r\n\r\nAddress is a single field that Pipedrive geocodes on import - combine split addresses in the Cleaner first. An Organization name auto-links the person, and is created if it doesn't exist yet."]
["Pipedrive","overview_pipedrive_organizations","Exporting to Pipedrive Organizations","Pipedrive Organizations are companies.\r\n\r\nRequired: Name (mapped from your Company field). Pipedrive uses this as the primary identifier.\r\n\r\nAddress is a single combined field, geocoded on import. Combine split addresses in the Cleaner first."]
["Monday","overview_monday_leads","Exporting to Monday Leads","Monday CRM Leads.\r\n\r\nRequired: Name - a single combined field (no First/Last split). Merge split names in the Cleaner first.\r\n\r\nAddress is a single text column - combine split addresses first. Company is recommended."]
["Monday","overview_monday_contacts","Exporting to Monday Contacts","Monday CRM Contacts are people.\r\n\r\nRequired: Name (single combined field).\r\n\r\nAccount link note: Monday tries to link to an existing item in your Accounts board with the exact same name. No match means the link may not form - import Accounts first. Address is a single text column."]
["Monday","overview_monday_accounts","Exporting to Monday Accounts","Monday CRM Accounts are organizations.\r\n\r\nRequired: Name (mapped from your Company field) - Monday's item primary identifier.\r\n\r\nAddress is a single text column - combine split addresses first."]