Guides for marketing teams
Learn how to avoid CSV problems when collecting lead and campaign data.
CSV Import Guide
The fundamentals of a well-formed CSV file.
Excel Leading Zeros Guide
Lead IDs and numbers get truncated by Excel.
Excel Formatting Guide
Hidden formatting can wreck your data in import.
Excel to CSV Guide
How to safely convert spreadsheets to CSV.
Google Sheets to CSV Guide
Export a sheet as CSV without breaking dates, codes or accents.
HubSpot CSV Import Errors
Fix duplicates, dropdown values and dates in HubSpot imports.
Moving Contacts Between CRMs
HubSpot, Salesforce, Pipedrive and Zoho: links, owners, stages and duplicates.
Zoho CRM Import Errors
Skipped rows, duplicate contacts, wiped details and unlinked accounts in Zoho CRM imports.
Email List CSV Import Errors
Mailchimp, Klaviyo and Brevo: rejected emails, duplicates, phones, tags and consent.
NAP Consistency Guide
Keep every location's name, address and phone the same on every listing.
Google Business Profile Bulk Upload Errors
Fix store codes, names, phones, websites and categories in bulk uploads.
Google Business Profile Bulk Verification
Verify 10+ locations at once, and avoid the usual delays.
Collecting Location Details from Clients
One master list of every location, ready for every listing platform.
Google Merchant Center Product Feed
Required attributes, formats and why to avoid CSV.
CSV URL Validation Guide
Websites, LinkedIn profiles and ad creative links that break imports.
Import lead data without the cleanup
These guides cover common CSV problems. Import Builder validates data as you enter it, preventing bad leads from being imported.