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I have an exported client list that I need ready for a smooth import into our CRM. Right now the file is riddled with incorrect data—particularly within the email addresses, account name and names columns—and I keep bumping into duplicates and stray characters that the system refuses to accept. Your task is to VERIFY EACH CONTACT VIA LINKEDIN ETC and go through the entire sheet, spot and fix every instance of bad or inconsistent information, and hand back a file the CRM will accept without errors. I expect: - Add title or role at firm • All duplicate records identified and merged or removed as appropriate. Use Linked or Google to verify place of employment for most current. • Email, anccount and name fields standardised, stripped of invalid characters, and validated for correct formatting. • A final, clean CSV (or XLSX if you prefer) plus a short summary of the fixes you applied. I usually work in Excel, so either environment is fine. As long as the final dataset uploads into the CRM without a hiccup, we’re good.
Project ID: 40567762
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Active 6 days ago
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152 freelancers are bidding on average $130 USD for this job

I read your requirement carefully. This isn't just a data-cleaning task—the priority is delivering a CRM-ready contact list with verified, standardized information that imports without errors. I have experience cleaning large datasets, validating business contacts, and preparing CRM imports with a strong focus on accuracy and consistency. My approach: • Verify each contact using LinkedIn, company websites, and other publicly available sources. • Update job titles, roles, and current employer where available. • Remove or merge duplicate records after validating the correct information. • Standardize names, account names, and email fields, removing invalid characters and formatting inconsistencies. • Perform a final quality check and provide a clean CSV/XLSX along with a summary of all changes made. The final file will be organized, consistent, and ready for import into your CRM. One question: Approximately how many contacts are in the spreadsheet, and which CRM are you importing into? I'd be happy to get started as soon as you share the file. Regards, Rajesh Rolen Microlent Systems
$250 USD in 30 days
9.2
9.2

As an experienced data expert and "silicon-genius" at Work-Nix Solutions, I believe my array of skills and undying love for meticulous data management make me the perfect fit for your CRM Database Cleanup & Validation project. With a keen eye for detail, I will personally traverse through your existing client list, employing a stack of tools on the way- re-verifying each contact via LinkedIn (and others as needed), eliminating all traces of inconsistency and duplications. Leveraging my Excel/Google sheets mastery, I will use Macros/VBA, Power BI, Data Analysis and more to ensure your file is standardized, stripped of invalid characters and validated for correct formatting. Alongside a CSV or XLSX file that'll glide smoothly into your CRM system, I'll provide you with a summary report detailing every fix that's been applied. No stray character will escape my attention! Explore my impressive profile here: https://www.freelancer.pk/u/utrathore3 . Note: "Delivering success is our commitment. To achieve this, we carefully assess your project's scope, and then provide customized costs and timelines that meet your unique needs." Thanks and Best Regards, Usman Tariq Rathore Work-Nix Solutions
$30 USD in 1 day
8.2
8.2

Data Cleaning & CRM Import Expert is ready to deliver a clean, error-free dataset for seamless CRM import. I can remove duplicates, verify and update employment details, standardize names, account names, and email fields, eliminate invalid characters, and deliver a validated CSV/XLSX that imports into your CRM without errors, along with a concise summary of all changes. Please ping me to get started. Thanks!!!
$250 USD in 7 days
7.8
7.8

Hi. Which crm? I can fix all the fields and map them into correct columns ready for upload. Kindly share the crm name and the listings you have. I will fix it. Thank you.
$150 USD in 1 day
7.7
7.7

With years of experience working with Excel at a high level, I am confident in my ability to tackle your CRM database clean up and validation project. My skills include data analytics, financial planning and analysis, which have equipped me with the necessary skills to review, identify and fix inconsistencies in large datasets such as yours. I am highly detail-oriented and am able to spot duplications and unnecessary reduction of data efficiently. Moreover, my proficiency in working with third-party platforms such as Google Sheets and Power BI enables me to perform an all-round task from cleaning the data to sorting out the duplicates and verifying employment details for accurate inputs. I understand the need for standardized, stripped records so as they may be accepted by your CRM system without any errors. Lastly, I'm dedicated to providing ongoing support even after our contract has ended. Contact me today to discuss your project further; let's transform your dirty data into pristine files that will take your company's CRM functionality to the next level.
$40 USD in 1 day
7.6
7.6

Hi, I can clean and prepare your client list for a seamless CRM import. I'll identify and remove or merge duplicate records, standardize names, account names, and email fields, remove invalid characters, validate formatting, and verify current employment information where appropriate using reliable public sources. You'll receive a clean, CRM-ready CSV/XLSX file along with a concise summary of all the corrections and cleanup performed. I can start immediately and ensure the final dataset imports without errors. Best regards, **Muhammad Rizwan LA**
$100 USD in 1 day
7.0
7.0

Hi there, I understand you need your exported client list thoroughly cleaned and standardized so it imports into your CRM without errors. I am confident I can carefully review the dataset, remove duplicates, validate and standardize names, account names, and email addresses, and verify current employment using LinkedIn or publicly available sources where appropriate. My approach would be to analyze the dataset for duplicate and inconsistent records, clean invalid characters, standardize formatting across all key fields, validate email syntax, verify employment details where possible, and perform a final quality check to ensure the file is CRM-ready. Throughout the process, I'll maintain data integrity and flag any records that require manual confirmation rather than making unsupported assumptions. The deliverables will include a clean CSV or Excel file ready for CRM import, duplicate resolution, standardized fields, validated formatting, and a summary of the corrections and data quality improvements performed. I have extensive experience with data cleansing, Excel, CRM data preparation, duplicate resolution, spreadsheet automation, and large-scale data validation projects, with a strong focus on accuracy and consistency. Could you please share approximately how many records are in the file, which CRM you're importing into, and whether you have any preferred rules for merging duplicate contacts? I'm ready to start immediately. Warm Regards, Aneesa.
$100 USD in 1 day
7.1
7.1

Dear client, I have an expertise in Excel and can clean duplicates and will verify each record through LinkedIn as needed. After that will format the sheet so that it can smoothly import into the CRM. Let's connect Thanks!
$30 USD in 1 day
6.8
6.8

Hello, I can clean and standardize your CRM data by removing duplicates, correcting names, accounts, and email fields, verifying employment where needed, and delivering an error-free CSV/XLSX ready for import, along with a summary of all changes. Best regards, Siddiqur Rahman
$35 USD in 1 day
6.7
6.7

Hi there, I understand your client list export is failing CRM import due to data integrity problems. The core operation is a data cleansing pipeline: standardizing names and accounts, stripping invalid characters, validating email formats, and critically, resolving duplicates. This involves a verification workflow where potential duplicate records are checked against LinkedIn to confirm the most current employment info before merging. Technical approach: I'll use a Python script with pandas for batch processing. The first pass will be automated: trimming whitespace, removing non-standard characters, and using regex to validate email syntax. A second pass will use fuzzy matching to flag potential duplicates for manual verification. Core modules: - Duplicate Resolution: Identify clusters of similar records, perform external lookups on LinkedIn/Google, and execute merge/delete logic. - Field Standardization: Enforce consistent casing on names and accounts and cleanse invalid characters. - Summary Report: Generate a clear log of all actions taken, including a count of merged records and major fixes applied. Implementation strategy: First, I'll back up the original data. Then, run the automated cleansing scripts. The main phase will be the manual review and resolution of flagged duplicates. Finally, I will deliver the clean CSV and the summary document. Regards, Rohit
$160 USD in 2 days
6.9
6.9

Hello Client, I hope you are doing well. I came across your project **CRM Database Cleanup & Validation**, and it immediately caught my interest. Based on your description, I’m confident that I can deliver high-quality results that align perfectly with your expectations. **Why I’m a great fit for this project:** • I have strong experience working with PHP, Data Processing, Data Entry, Excel, MySQL, Google Sheets, CRM, Data Cleansing, Data Analysis, Data Management, and I’ve completed similar projects in the past. • I always focus on clean, optimized, and fully functional work. • Communication and responsiveness are my top priorities — you’ll always be updated on progress. **What I will deliver:** • A complete and professional solution tailored to your project requirements • Timely delivery within your budget range of **30.00 - 250.00 USD** • Clean, well-structured work with revisions included • A focus on quality, clarity, and long-term reliability If you would like to discuss your project further, I’m available at any time. I would love the opportunity to work with you and help bring your idea to life. Thank you for considering my proposal. I look forward to working with you! Best regards, Nadeem Shaikh
$180 USD in 3 days
6.5
6.5

Hello, I am a data cleansing specialist who will verify each contact via LinkedIn, correct email/account name/name fields, standardize formatting, remove invalid characters, deduplicate, and add titles/roles. I will deliver a clean CSV/XLSX and a summary of fixes. Please share your file. I can start immediately. Thank you. Regards, Zafar
$100 USD in 1 day
6.2
6.2

Hi, I can clean and verify your client list accurately. I'll verify each contact using LinkedIn and other reliable sources, update job titles and current companies, remove duplicates, standardize names, email addresses, and account fields, and deliver a clean CSV/XLSX ready for CRM import. I focus on accuracy and would be happy to get started right away. Thank you!
$100 USD in 5 days
6.3
6.3

Hi, I can help clean, verify, and prepare your client database for a smooth CRM import. I understand this is not just a formatting task—the priority is improving data accuracy by validating contacts, removing duplicates, correcting company/person details, and ensuring the final file meets CRM import requirements. With 9+ years of experience working with databases, CRM systems, data migrations, and automation workflows, I can carefully audit your spreadsheet, verify contact information using LinkedIn/company sources, standardize fields, and deliver a clean import-ready CSV/XLSX file. My process will include: Reviewing every contact record for accuracy Verifying current company/employment details and adding job titles/roles where available Identifying duplicate contacts and merging/removing records appropriately Cleaning names, account/company fields, and removing invalid characters Validating email formats and correcting obvious data issues Preparing CRM-compatible CSV/XLSX output Providing a summary report of changes made I have experience handling structured data cleanup for CRM and SaaS platforms, ensuring migration processes happen without errors or data loss.
$150 USD in 2 days
7.0
7.0

Hi, I've reviewed the changes to your project details. I understand the requirements. I'll verify each contact via LinkedIn and other relevant sources, review the entire spreadsheet, identify and correct any inaccurate or inconsistent information, and deliver a file that your CRM can import without errors. Could you let me know approximately how many contacts are in the spreadsheet? That will help me estimate the delivery time and final cost. For now, I've placed a bid of $30 until I know the total amount of data involved. Thanks!
$30 USD in 3 days
6.4
6.4

Hi, I can clean and validate your exported client list so it imports into your CRM without errors. I’ll check each contact against LinkedIn/Google where needed, add current titles/roles, remove or merge duplicates, standardise names, account names and emails, strip invalid characters, and return a clean CSV or XLSX with a short summary of what was fixed. This is exactly the kind of detail-heavy cleanup where accuracy matters more than speed. I can start with a small sample first so you can confirm the format before I complete the full file. Do you want the final file returned as CSV, XLSX, or both?
$30 USD in 1 day
6.2
6.2

Hi, I can clean, verify, and standardize your client list to ensure it's fully CRM-ready. **Here's how I'll handle it:** * Verify each contact using LinkedIn, company websites, and Google. * Update the latest job title, role, and current employer. * Clean and standardize names, account names, and email fields. * Remove invalid characters and validate email formatting. * Identify and merge/remove duplicate records. * Deliver a clean CSV/XLSX file that's ready for a smooth CRM import, along with a summary of all changes made. I have strong experience with Excel, data cleaning, web research, and CRM data preparation, and I pay close attention to accuracy and consistency. I'd be happy to get started right away.
$85 USD in 4 days
6.0
6.0

Hi, I can verify your data and correct the wrong ones and provide perfect sheets with clean and accurate data and also put it into your CRM also i can run email campaign to them. Open chat to discuss more. Thanks
$30 USD in 1 day
6.2
6.2

With my extensive experience in data management and proficiency in utilizing Excel, I can ensure that the CRM database cleanup and validation project will be meticulously carried out. I have a sharp eye for detail which aids me in spotting and rectifying anomalies and inconsistencies swiftly and effectively. My skills in data processing and cleansing align perfectly with your requirements, as I regularly handle large datasets, removing duplicates and fixing invalid characters proficiently. Moreover, my proficiency in tools such as LinkedIn, Google Sheets, and powerful web scraping methods allows me to cross-verify each contact entry meticulously. This means that not only will all contact details be corrected and standardized to meet your CRM's specifications, but also that any missing or outdated information can be effortlessly updated. Lastly, my focus on providing high-quality work along with unlimited revisions ensures that you receive a final CSV or XLSX file free from any errors. Plus, I'll provide you with a concise summary of the fixes I implemented for full transparency. By choosing me, you're investing not just in someone who meets deadlines but also willing to go the extra mile to ensure 100% satisfaction with every project delivery. Together, let's make your CRM system impeccable!
$100 USD in 1 day
6.0
6.0

Hi, I can help clean up your CRM database effectively. I will identify duplicates, validate email formats, and standardize account and name fields to meet CRM requirements. My goal is to deliver a pristine CSV or XLSX file ready for import, along with a summary of all the fixes made. Having worked extensively with Excel and CRM systems for over 7+ years, I know how to ensure a smooth process. Let’s get started on transforming your data! Best Regards, Priyanka
$140 USD in 2 days
5.8
5.8

New York, United States
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