CLEAN CONTACT IMPORT 360 DIGITAL ACADEMY | FREE STARTER WORKSHEET Time: 60 minutes Outcome: A documented import plan, field map, and reconciliation checklist. Name / team: ____________________ Date: ____________________ 1. UNDERSTAND AND ASSESS Use a working copy of your source file. Keep the original unchanged and confirm that you are authorized to use the data. This worksheet plans the import; verify the current requirements and available controls in your CRM before executing it. Key idea: Decide whether you are creating records, updating existing records, or both. A matching identifier connects a row to the correct existing record. Never assume that matching names identify the same person. Example: The source column Company size contains Small, Mid, and Large. The destination uses different approved options. Create an explicit mapping and review ambiguous values instead of silently replacing them. What is the source, collection date, business purpose, and authorized use? Your response: __________________________________________________ Are we creating, updating, or both? Which identifier will match records? Your response: __________________________________________________ How many source rows exist? Record blank identifiers, possible duplicates, and rejected rows. Your response: __________________________________________________ 2. BUILD YOUR WORKING PLAN Map and validate each field Add rows for your actual columns. Confirm dates, country values, phone formats, and dropdown options. Preserve leading zeros where meaningful. Do not infer consent, lifecycle stage, or ownership from missing data. Source column | Destination / type | Cleaning or allowed values | Blank / overwrite rule Email or record identifier | __________________ | __________________ | __________________ First and last name | __________________ | __________________ | __________________ Company / association | __________________ | __________________ | __________________ Owner / lifecycle stage | __________________ | __________________ | __________________ Source / consent evidence | __________________ | __________________ | __________________ How will suspected duplicates be reviewed without losing valid records? Your response: __________________________________________________ What sample covers new records, updates, blanks, and unusual values? Your response: __________________________________________________ What export or record of prior values will support recovery if updates are wrong? Your response: __________________________________________________ 3. VALIDATE AND TAKE ACTION [ ] The original file is retained and the working copy has a version. [ ] Identifiers and duplicate rules are reviewed by an accountable owner. [ ] Destination properties, allowed values, and overwrite behavior are confirmed. [ ] A small approved sample has been checked in the destination. [ ] Unexpected automation, assignments, and notifications have been considered. [ ] Created, updated, skipped, and failed counts reconcile to the submitted rows. Measure what changes: Reconcile counts using the import result categories provided by your CRM. Investigate unmatched totals; do not equate every submitted row with a newly created contact. Our baseline / target / source / review date: ______________________ Suggested implementation rhythm Before import: approve mapping, sample, and recovery approach. Immediately after: inspect values, associations, and triggered activity. Next business day: resolve exceptions and retain the import log. First action / owner / due date: __________________________________ Open issue / decision / approver: _________________________________ Practical education by 360 Marketing Solutions | 360digitalacademy.us