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Guide

Clean a CRM export before you decide where it goes.

Clean your data returns cleaned standard files and a report of what was found and what changed. It suits a migration to another CRM, spreadsheets only, or a destination not chosen yet.

What you receive

Cleaned standard files with every change explained, and a report of what was found, what your team decided and what changed.

The instructions are for standard files, with no steps for a particular CRM.

What it does not promise

A cleaned file is not a promise about how another CRM will read it. Your team imports the files with its own tools.

Scope

Contacts, organisations or accounts, deals or opportunities, and the associations each destination supports. When a file holds something that is not supported, Kauro says so in plain words and offers a way forward.

Questions

Do I need to choose a destination first?

No. Clean your data needs no destination.

Can I start without paying?

Yes. The free data health check comes first and creates no obligation to buy.

See what your own files hold

The free data health check counts duplicate candidates, invalid values and blockers on all of your data, and creates no obligation to buy.