Clean and Prep Your Data for Import

Be sure and separate out your Account-level data for an Accounts import.

Splitting First and Last Names:

First name Column =LEFT(C2,SEARCH(" ",C2)-1)
New Last Name Column =SUBSTITUTE(C2,LEFT(C2,SEARCH(" ",C2)),"")

Don’t forget to give the Deals a name. The Deal Name is a mandatory field for import.

Ensure your stage values match the options in your CRM.

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