08Formula kit
Clean names, phones, and emails before importing data
Use a repeatable staging sheet to remove stray spaces, standardise casing, normalise phones, and flag duplicates before migration.
BEFORE
AFTER
01 / Do it yourself
From zero to working.
Read the complete sequence before starting. Use a test account or non-production copy whenever the workflow touches important business data.
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01
STEP 1
Duplicate the source and never edit the original export.
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02
STEP 2
Build clean columns beside raw columns using formulas.
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03
STEP 3
Flag duplicates using a stable key such as lowercase email.
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04
STEP 4
Paste values into a final import tab and reconcile row counts.
02 / Useful starter
Google Sheets
=LOWER(TRIM(A2))\n=REGEXREPLACE(B2,"[^0-9+]","")\n=COUNTIF($C$2:C2,C2)>103 / Check before you change
Useful guardrails.
✓Keep the untouched source
✓Review international phone formats
✓Do not deduplicate on names alone
✓Record before/after totals
Do it for me
Stuck? Send this page to Chaitanya.
Message at any hour with the guide link and a screenshot. Get a quick answer, a guided working session, or a complete setup configured for your workflow.