Clean a CSV Before Importing to Your CRM

Prep a lead or contact CSV — dedupe, trim, drop blanks, standardise columns — before it hits your CRM, all locally.

Why this matters

CRM imports are unforgiving. Duplicate emails create duplicate contacts (and split a person’s history across two records), blank rows become empty leads, and stray spaces break the importer’s "match existing contact" step so it makes new records instead of updating.

Sales ops usually fix this after the fact — merging duplicates inside the CRM by hand — which is slower and riskier than cleaning the file first. And uploading a raw lead list to a random online cleaner is a data-handling problem of its own.

TidyCSV lets you dedupe on the email column, remove empty rows, trim every cell, and keep only the columns your CRM maps — producing an import-ready file. Nothing leaves your browser, so prospect data stays in-house.

How to do it with TidyCSV

1. Drop your raw lead CSV into TidyCSV.
2. Turn on "Trim whitespace" so the CRM’s contact-matching isn’t broken by stray spaces.
3. Turn on "Remove duplicate rows" and dedupe by the Email column to avoid duplicate contacts.
4. Turn on "Remove empty rows", then use column standardisation to keep only the fields your CRM imports, in the right order.
5. Export the clean file and run your CRM’s import wizard.

Before & after

FAQ

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