How do you decide a spreadsheet is actually “safe” to import into your CRM?
I’m curious how people define “ready to import” when a spreadsheet has already gone through some cleanup.
The difficult part for me is not obvious broken rows. It’s the gray area:
duplicates that are not exact...
conflicting fields...
suspicious values..
rows someone manually edited without a clear record of why...
At what point do you trust the file enough to import it?
Do you rely on:
exact checks only
manual review buckets
another tool/workflow
experience/judgment
And what usually goes wrong even after cleanup?
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