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Blog/Migration Guide/Preparing Your Real Estate Sales Data for Clean CRM Migration

Migration Guide5 min read• 10 April 2026

Preparing Your Real Estate Sales Data for Clean CRM Migration

Verisure Editorial Team

Real Estate Growth & Strategy Analysts

Canonical:https://propertycrm.tech/insights/preparing-your-sales-data

Key Takeaways

•Standardize 10-digit mobile number formats (+91 prefix).
•Deduplicate lead records based on phone number.
•Map project custom fields: Preferred BHK, Budget Range, Assigned Executive.

Table of Contents

1. Step-by-Step Data Cleanup
Frequently Asked Questions

1. Step-by-Step Data Cleanup

Preparing clean data files ensures smooth import execution and accurate sales reporting.

Frequently Asked Questions

Q:How do you handle incomplete phone numbers in old Excel sheets?

Isolate incomplete contacts into a separate review file prior to main data import.

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