How to Clean and Validate Contacts Before CRM Import

·Aug 28, 2025 06:25 PM·

hi all, i have a large database of contacts that i'd like to scrub before inputting into our new crm - is there a process that allows me to import my contacts via an excel or csv, validate those contacts on clay and remove incomplete data and then export that data?

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4 comments

· Sorted by Oldest

Willy H.
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use the filters to see whats missing
Willy H.
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thean a lookup to see if it's in CRM
Willy H.
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but yes you can totally use a CSV
Willy H.
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if you have SFDC or HS you can just do a direct integration

Willy H.
·
·
use the filters to see whats missing
Willy H.
·
·
thean a lookup to see if it's in CRM
Willy H.
·
·
but yes you can totally use a CSV
Willy H.
·
·
if you have SFDC or HS you can just do a direct integration