A situation to work through
Two rows use different spellings for one customer while three properties share the same billing contact. Resolve the relationships before applying the import.
CLEANING OPERATIONS GUIDE
Prepare cleaning customer records for CSV import
Clean duplicates and identify the record type before mapping columns. A dry run should reveal what will be created and what needs attention.
Work through the decision
Keep an untouched copy of the export. Identify the supported entity type and map its identifiers and required fields. Resolve duplicate customer rows and property relationships before starting a dry run on the prepared file.
Before you hand over the result
A file export is not a live integration with the old system. Keep the original file and verify supported fields before importing.
Your working worksheet
Download the text file and fill it in with your own service details. Keep it with the relevant job record.
- Source file
- Record type
- Unique key
- Required columns
- Duplicate decision
- Relationship check
Check the result
The import file has a clear identity mapping and an explicit decision for ambiguous or duplicate records.
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Try the workflow
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For US cleaning companies with up to 10 cleaning staff: homes, offices, stores and turnovers. After manual approval, start with your real records and editable checklist starters. No training session is required.
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