How to prepare a CSV file for CRM or database import
Your CRM or database has specific column requirements, but your CSV export doesn't match. You need to rename columns and restructure data.
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Prompt
"Rename columns to match HubSpot import format: Email, First Name, Last Name, Company Name"
Before
| # | contact_email | fname | lname | company |
|---|---|---|---|---|
| 1 | john@acme.co | John | Smith | Acme Corp |
| 2 | jane@tech.io | Jane | Doe | Tech Inc |
| 3 | bob@sales.com | Bob | Wilson | Sales Co |
After
| # | First Name | Last Name | Company Name | |
|---|---|---|---|---|
| 1 | john@acme.co | John | Smith | Acme Corp |
| 2 | jane@tech.io | Jane | Doe | Tech Inc |
| 3 | bob@sales.com | Bob | Wilson | Sales Co |
Why use Magic CSV for this?
- Rename columns to match your system's requirements
- Reorder and restructure data for imports
- Avoid import errors and rejected records
Related guides
- Convert and Transform Columns
Transform values based on your rules
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