Please note that we can assist with preparing your contact list for import to the CRM. We can help with tasks like consolidating and merging contacts, formatting date and phone fields, validating email addresses, creating custom fields, importing the list, and recreating previous opportunities. Additional fees apply for these services. Alternatively, you can follow our guide by clicking here to complete this process independently.

We charge a fee for for list import preparation, which includes consolidating any spreadsheet files you provide, formatting data, validating contact records, creating custom fields in the CRM, testing the import using a small sample, importing the full list into your Stand Out From The Pack Software account, and finally, recreating any opportunities you had associated with the contacts already in to a new pipeline. The fee is 50c per each contact record (in AUD)

This service includes:

1. Consolidating multiple spreadsheet files into one (You provide)

Many customers have data from various sources (e.g., CRM exports and other software tools). Once you provide CSV or XLS files, we will combine all this data into a single spreadsheet and merge contacts with the same first and last name, as well as matching email and/or phone number into one row. If they don't have matching email and/or phone number, we will not merge them.

2. Formatting the data

So it can be imported and used in Stand Out From The Pack Software

3. Validating contact records

We will check the email addresses in your list for improper formatting, known spam traps, free and disposable emails, invalid MX records, invalid domains, and role-based email addresses. Our goal is to provide you with a cleaner contact list for better email deliverability.

4. Creating unique custom fields

For instance, if you have unique information about your contacts that is specific to your business niche, we will create custom fields for you. This will ensure that this information is properly imported when you import your contact list.

5. Recreation of Opportunities

If you have any existing deals with your contacts, we will also recreate those for you.

6. Testing the import process using a small sample from your list

7. Importing the full list into your account in Stand Out From The Pack Software

Terms of CRM Contact List Preparation & Import Service:

- Our pricing is determined by the number of rows in your spreadsheet/s.

- We will only merge contacts that have matching first and last names, as well as matching email and/or phone numbers. Contacts with the same name but different contact information will not be merged, resulting in multiple contact records.

- To proceed, you'll need to provide us with CSV, XLS, or Shared Google Sheet files.

- We will count the total rows (contact records) in these files to calculate the amount you need to pay.

- The fee is 50c per each contact record (in AUD).

- A 50% deposit is required before we begin, with the remaining payment due upon completion.

- If additional files or requests are made after we start, a separate quote will be provided for the extra work.

If you're interested in the 'Contact List Preparation & Import Service', click here to contact our sales team