Preparing a contact CSV for your CRM

Clean imports, fewer duplicates, and fields that map correctly.

Open the file in a spreadsheet first and check the header row matches your CRM fields.
Keep phone numbers as text so leading characters are not lost.
Decide how to handle shared office emails before importing, so one address does not become five contacts.
Tag every imported record with the source and purchase date.
Import your suppression list first, so opted-out contacts are never re-added.