Excel to CRM6 min readLevel: Intermediate

Preparing Your Real Estate Excel Data for Clean CRM Import

Step-by-step data cleaning protocol to remove duplicate leads, standardize phone formats, and map project custom fields.

Key Takeaways

•Standardize mobile phone formats (Remove spaces, hyphens, and ensure +91 prefix consistency).
•Deduplicate entries based on 10-digit mobile numbers.
•Map custom columns: Preferred BHK, Budget Range, Lead Source, Assigned Executive, Last Call Date.

1. The 4-Step Excel Data Prep Protocol

Step 1: Column Header Standardization. Step 2: Phone Number Formatting. Step 3: De-duplication. Step 4: Category & Lead Status Normalization.

Common questions regarding preparing your real estate excel data for clean crm import

Records without mobile numbers or emails should be isolated into an exceptions file for manual review before importing main pipeline contacts.

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