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.
CLEANING OPERATIONS GUIDE
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.
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.
Your working worksheet
Download the text file and fill it in with your own service details. Keep it with the relevant job record.
- Rows supplied
- Valid rows
- Warnings
- Duplicates
- Excluded rows
- Expected created records
Check the result
The actual imported result matches the intended subset; preview success alone is not recorded as completed migration.
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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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