Data Hygiene

Lead formatter for reliable CRM uploads

Ad hoc CSV cleanup in chat tools was unreliable before CRM import. We built a repeatable formatter so lead imports stay consistent, without manual rework or import failures.

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Challenge

Ad hoc CSV cleanup in chat tools was unreliable before CRM import.

Approach

We built a repeatable formatter repo with validation rules for CRM upload, using Python for CSV normalization and a documented field mapping.

Solution

The formatter applies consistent CSV normalization and validation against a documented field mapping every time. The result is consistent lead imports without manual rework or import failures.

Want a system like this?

Book a scoping call and we'll map what to build for your business, in what order, and what it costs.

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