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:
- Use the text-to-column feature
- Or, write a quick formula to accomplish the same task, something like this to split the names into columns:
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.