What people keep running into with data cleanup
Complaints tagged data cleanup, each raised by more than one person. One-off posts are not included.
3 recurring problems · 23 people · 6 forums we read
Raised more than once
Most people first.
- 18How to clean up messy CRM data after importingMessy CRM data filled with duplicates, bounced emails, and outdated custom fields usually happens when a portal is set up without defined hygiene processes or team alignment. This clogs up reports and forces teams to repeatedly clean the database by hand every few months as bad data keeps flowing back in.
- 3How to delete an entire uploaded file of duplicate transactions?Accounting software lacks a way to batch delete an entire upload once new items mix with original ones under pending. This leaves people unable to simply undo a file, forcing them to spend an unreasonable amount of time manually verifying a full year of duplicate sales receipts and deposits.
- 2How to merge duplicate prospect records faster without doing it manuallyDeciding which record should survive deduplication across multiple prospecting platforms takes too much time when you are forced to manually merge contacts one at a time. This slows down your workflow and makes routine data cleanup tedious.
Comes up alongside
Topics that keep appearing on the same problems — not topics with similar names.