Clean data/ Remove duplicates
Budget: $15 – $25 USD
1. "Notes". Anything you're instructed to remove something from another column, please add to the notes column
2. Everywhere Address 1 - Type says "home or casa" - add the data from "Address 1 - Formatted" to "Home street address"
3. Everywhere Address 1 - Type says "work" - add the data from "Address 1 - Formatted" to "Business address"
4. Everywhere Address 1 - Type says "other" - add the data from "Address 1 - Formatted" to "Mailing Street Address"
5. Everywhere Address 2 - Type says "home or casa" - add the data from "Address 2 - Formatted" to "Home street address"
6. Everywhere Address 2 - Type says "work" - add the data from "Address 2 - Formatted" to "Business address"
7. Everywhere Address 2 - Type says "other" - add the data from "Address 2 - Formatted" to "Mailing Street Address"
8. Move details from "Mailing Unit#, Mailing City, Mailing State/Province, Mailing Postal Code, Mailing Country, Mailing City, State, Postal Code" to "Mailing Address"
9. Move emails from "E-mail 1 - Value" into "Email 1", if email 1 filled, move to "email 2", if email 2 filled, move to "email 3"
10. Move emails from "E-mail 2 Address" into "Email 1", if email 1 filled, move to "email 2", if email 2 filled, move to "email 3"
11. Move emails from "E-mail 2 Value" into "Email 1", if email 1 filled, move to "email 2", if email 2 filled, move to "email 3"
12. Move emails from "E-mail 3 Value" into "Email 1", if email 1 filled, move to "email 2", if email 2 filled, move to "email 3"
13. "Job Title" - remove any phone numbers, addresses, series of random characters
14. "Job title" - move any entries that have team or group into the "company" column
15. "Company" - remove any phone numbers, addresses, series of random characters, any persons name that doesn't end in group, team
16. "Company" - Fix formatting of "Compass". There are misspelled Compass entries
17. "Company" - add "Compass" for anyone with an @compass.com email address
18. "Organization 1 - Name" - move to "Company", remove any phone numbers, addresses, series of random characters, any persons name that doesn't end in group, team
19. "Nickname" - if there is a middle name or middle initil, add to "middle name"
20. "Nickname" - if it matches first name or first, middle and last name, remove
21. Where "Phone 1 - Type"is mobile, move phone number from "Phone 1 - Value" into "Mobile Phone" column
22. Where "Phone 1 - Type"is home, move phone number from "Phone 1 - Value" into "Home Phone" column
23.Where "Phone 1 - Type" is work, move phone number from "Phone 1 - Value" into "Business Phone" column
24. Where "Phone 1 - Type" is other, move phone number into "Mobile Phone" column
25. "Type" - add to column "tags" (do not overwrite)
26. "Intention" - add to column "tags" (do not overwrite)
27. "Description" - add to column "not" (do not overwrite)
28. Once you've moved everything, delete columns without data
29. Once everything the above steps have been completed, we need to remove the duplicate contacts
2. Everywhere Address 1 - Type says "home or casa" - add the data from "Address 1 - Formatted" to "Home street address"
3. Everywhere Address 1 - Type says "work" - add the data from "Address 1 - Formatted" to "Business address"
4. Everywhere Address 1 - Type says "other" - add the data from "Address 1 - Formatted" to "Mailing Street Address"
5. Everywhere Address 2 - Type says "home or casa" - add the data from "Address 2 - Formatted" to "Home street address"
6. Everywhere Address 2 - Type says "work" - add the data from "Address 2 - Formatted" to "Business address"
7. Everywhere Address 2 - Type says "other" - add the data from "Address 2 - Formatted" to "Mailing Street Address"
8. Move details from "Mailing Unit#, Mailing City, Mailing State/Province, Mailing Postal Code, Mailing Country, Mailing City, State, Postal Code" to "Mailing Address"
9. Move emails from "E-mail 1 - Value" into "Email 1", if email 1 filled, move to "email 2", if email 2 filled, move to "email 3"
10. Move emails from "E-mail 2 Address" into "Email 1", if email 1 filled, move to "email 2", if email 2 filled, move to "email 3"
11. Move emails from "E-mail 2 Value" into "Email 1", if email 1 filled, move to "email 2", if email 2 filled, move to "email 3"
12. Move emails from "E-mail 3 Value" into "Email 1", if email 1 filled, move to "email 2", if email 2 filled, move to "email 3"
13. "Job Title" - remove any phone numbers, addresses, series of random characters
14. "Job title" - move any entries that have team or group into the "company" column
15. "Company" - remove any phone numbers, addresses, series of random characters, any persons name that doesn't end in group, team
16. "Company" - Fix formatting of "Compass". There are misspelled Compass entries
17. "Company" - add "Compass" for anyone with an @compass.com email address
18. "Organization 1 - Name" - move to "Company", remove any phone numbers, addresses, series of random characters, any persons name that doesn't end in group, team
19. "Nickname" - if there is a middle name or middle initil, add to "middle name"
20. "Nickname" - if it matches first name or first, middle and last name, remove
21. Where "Phone 1 - Type"is mobile, move phone number from "Phone 1 - Value" into "Mobile Phone" column
22. Where "Phone 1 - Type"is home, move phone number from "Phone 1 - Value" into "Home Phone" column
23.Where "Phone 1 - Type" is work, move phone number from "Phone 1 - Value" into "Business Phone" column
24. Where "Phone 1 - Type" is other, move phone number into "Mobile Phone" column
25. "Type" - add to column "tags" (do not overwrite)
26. "Intention" - add to column "tags" (do not overwrite)
27. "Description" - add to column "not" (do not overwrite)
28. Once you've moved everything, delete columns without data
29. Once everything the above steps have been completed, we need to remove the duplicate contacts