| Task | Step |
| Prepare the CSV File | Verify data accuracy and remove duplicates |
| Prepare the CSV File | Ensure correct data formatting |
| Prepare the CSV File | Save the file in the correct CSV format (UTF-8) |
| Map CSV Columns to CRM Fields | Match CSV columns to CRM fields |
| Map CSV Columns to CRM Fields | Identify and map mandatory fields |
| Map CSV Columns to CRM Fields | Create custom CRM fields if necessary |
| Map CSV Columns to CRM Fields | Verify data types match CRM field types |
| Clean the Data | Remove duplicates from the CSV |
| Clean the Data | Standardize data entries |
| Association | Create association if required (between contacts and company) |
| Test the Import | Import a small batch to test |
| Test the Import | Review and correct any error messages |
| Backup Existing CRM Data | Create a backup of existing CRM data |
| Backup Existing CRM Data | Verify the completeness of the backup |
| Perform the Full Import | Upload the CSV using CRM import tool |
| Perform the Full Import | Monitor the import process |
| Perform the Full Import | Verify data accuracy post-import |
| Post-Import Clean-Up | Run duplicate checks in the CRM |
| Post-Import Clean-Up | Perform data validation checks |
| Review and Update Process | Document any issues encountered |
| Additional Tips | Check field length limits to avoid data truncation |
| Additional Tips | Be cautious with special characters |
