Cleaning CRM import dry-run checklist

Read warnings and counts before applying an import. A completed preview is useful only when you understand the proposed changes.

A situation to work through
A file contains 100 rows, with 95 valid and five needing an address correction. Resolve or explicitly exclude the five; do not report all 100 as imported.

Work through the decision
Compare input row count with valid, warning and excluded rows in the preview. Investigate warnings before applying records. After the actual import, compare the summary and inspect representative customers and related properties.

Before you hand over the result
A successful dry run does not prove records were written. After applying, compare the actual summary and sample customer records.

Worksheet

Rows supplied
____________________________

Valid rows
____________________________

Warnings
____________________________

Duplicates
____________________________

Excluded rows
____________________________

Expected created records
____________________________

Acceptance check
The actual imported result matches the intended subset; preview success alone is not recorded as completed migration.

https://grooovy.madebydima.online/guides/cleaning-import-dry-run