Make Excel your BFF for Data Cleanup

Keeping your CRM and marketing automation systems clean starts by only importing clean data. Before you import any data into your systems, you should ALWAYS go through the data and correct any errors. It's far easier to make those edits in Excel than it might be once it's in your database.This video shows you four quick tips on how to use Excel to help clean your data before you import it, including:

  • How to use a formula to change the case to upper, lower or title case so you don't look sloppy when you personalize emails and landing pages
  • How to split fields into two columns using Text to Columns, such as first name and last name
  • How to join two or more fields using Concatenate
  • How to get rid of extra spaces, columns or random characters using Find & Replace

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