Imports work best when column names are clean and each row clearly represents one contact or company. Messy CSV files create duplicate contacts, empty phone fields, and inconsistent owner assignment later.
Before importing, remove obvious test records, confirm phone and email fields, and decide which fields are essential enough to map into PageCRM on day one.
Key points
- Check email and phone columns first.
- Avoid importing duplicate rows from multiple sheets.
- Do not import old fields that nobody will use after go-live.