Spreadsheets · Instructions · ResearchFictional demonstration. All data is invented.
Turn 12 fictional contact rows into 7 prepared rows, hold 4 for decisions, and exclude 1 exact duplicate.
Twelve invented company/contact records. Every supplied email uses the reserved example.com domain. No real person or business data is used.
Before and after
| Record | Before | After |
|---|---|---|
| C002 | Repeated spaces; lowercase country/status | Demo Company 02; US; Active |
| C007 | Exact repeated source row | Excluded; linked to C006 |
| C009 + C010 | Same names; different emails | Both held for a decision |
1. What changed
- Preserve source record IDs. Trim outer whitespace and collapse repeated spaces in company/contact names. Preserve spelling and name case.
- Trim email whitespace. Do not change the email local-part or invent a missing email.
- Uppercase supplied country codes. The demo accepts US, GB and CA.
- Use the agreed demo Active/Inactive map. Hold an unmapped status.
- Exclude a row only when every raw business field exactly matches an earlier source row. Source IDs and dataset labels are excluded from duplicate comparison.
- Hold both rows when the same cleaned company/contact name has different email values. Do not infer a merge.
- Keep held and duplicate records outside the ready CSV. Log every changed field and each row disposition.
2. Calculations and checks
- 12 input rows = 7 ready + 4 held + 1 exact duplicate.
- C007 exactly duplicates C006 and is excluded.
- C008 lacks an email. C009 and C010 are an ambiguous pair. C011 has an unmapped status.
- Every source ID occurs in exactly one disposition.
- All nonblank emails use example.com. Ready emails pass a basic syntax check only.
- Ready rows contain all required demo fields, mapped statuses and accepted country codes.
- All formatting changes and exclusions are traceable to source record IDs.
3. Decisions still needed
- C008: provide the missing email.
- C009 and C010: confirm whether there are two contacts or choose the correct email.
- C011: choose how Prospect maps to the target status.
Limits of this example
- Ready means prepared against the demo rules only. No production CRM import has been performed.
- Email deliverability, identities and company facts have not been verified.
- The target CRM field requirements and mapping still need agreement. The ready CSV is a generic review template.
- dataset_label and source_record_id are audit columns. Map or omit them only after the target template is agreed.