CSV cleanup & follow-up planning

A cleaner intake. A calmer queue.

Normalize your contacts, catch the exceptions, and give every eligible inquiry a clear next step. Everything runs locally in this tab.

Sales sample · fictional data

Input rows

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Nonblank data rows in the CSV

Queue ready

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Eligible contacts to review

Needs review

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Invalid rows and excluded duplicates

Suppressed

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Opt-outs, replies, and closed records

Bring your intake

01Import

Drop a CSV here

UTF-8 · header row · up to 10 MB

Delimiter

No file selected.The preloaded sample contains fictional contacts.

Make the rules yours

02Clean

Match duplicates by Retain duplicate row Planning date Follow up after (calendar days)

New + contacted records enter the queue. Opt-outs, replies, and closed records are suppressed. Shared phones can match different people; review duplicates.

Column mapping Review the suggested fields before processing your own file

Choose the source column for each field. Email or phone is required. Blank status means “new”; blank received date uses your planning date. Only the mapped fields go into the cleaned output.

Received date format

Your next steps, in order

Load a CSV and run cleanup to build your queue.

The queue is a planning aid. Review the prior conversation and permission to contact before using it.

No results yet

Import your intake and run cleanup, or load the fictional sample to explore the workflow.