Edit 2x excel CSV file's for import into a CRM program (Hubspot). The data will need to have:
- Merge both documents (if not too difficult).
- The following headings added: Street1 (if applicable), Street2 (if applicable), State/Region (if applicable), Post Code (if applicable).
- Add a 'Lifecycle Stage' column with the word 'Prospect' next to each client.
- Duplicate email addresses removed.
- The 'Contact' column will need to be split into 'First name' 'Last name' columns.
- Phone numbers edited so there is appropriate spacing between landline/mobile numbers. E.g. 123 456 789 NOT 123456789.
- Ensure the (very few) name/suburb/address column's have all suburbs/street names starting with a capital and then continuing in lower case.
- General tidy of the data, make sure all name/address etc information is under the correct heading, ready for import.
- Most contacts will just be email addresses so a lot more basic than last time.