Contact lists mergeReview & Data Cleaning

Two or more contact lists merged into one without duplicates

Delivery from 1 dayRevisions includedQuality check
Packages
Payment protectionDetails
  • Revisions within the package are free.
  • If you do not respond within 3 days of delivery, the work is accepted automatically.
Order · $25

The money is reserved when you pay and released only once you accept the work.

Two or more contact lists merged into one without duplicates

Example result

Example for the Standard package

Spreadsheet cleanup: customer list of a garden centre before a mailing

Before (sample rows)

NamePhoneEmailSigned upSpent
JANE MORRIS07700 900123[email protected]3/4/21£1.240
Jane Morris+44 7700900123[email protected]2021-04-031240
peter o'neil7700-900-456April 2022£85,50
Dr. Alan Fiskalan.fisk@mail12.06.2023£310
test test0000test@test0

After

First nameLast nameTitlePhoneEmailSigned upSpent (£)Flag
JaneMorris+44 7700 900123[email protected]03/04/20211,240.00Merged (2 rows)
PeterO'Neil+44 7700 90045601/04/202285.50No email
AlanFiskDralan.fisk@mail12/06/2023310.00Check email
testtesttest@test0.00Test row

What was done

  • Duplicates: 61 groups found (by email: 48, by name + phone: 13); merged into one row each, keeping the most complete details and the earliest sign-up date. Spending was not summed, because the two rows showed the same amount; 4 groups with different amounts are flagged for you.
  • Names: split into first and last name; titles (Dr, Mrs, Mr) moved to their own column; capitalisation fixed, including O'Neil and McKenzie.
  • Phones: 571 numbers brought to +44 format; 22 numbers with too few digits flagged.
  • Emails: lower-cased and trimmed; 17 without a domain ending flagged as "Check email".
  • Dates: 9 different formats converted to DD/MM/YYYY; month-only dates set to the 1st and flagged.
  • Amounts: currency signs removed, comma and dot mix-ups fixed, stored as numbers.

Row count check

Rows
Rows in the original file684
Removed by merging duplicates−67
Test or blank rows moved to the "Removed" sheet−9
Rows in the clean list608
Of these, ready to email553

Every change is listed on the "Change log" sheet (row number, column, old value, new value, reason), and removed rows are kept on the "Removed" sheet, so nothing is lost.

Client: Greenhill Garden Centre, preparing a spring newsletter and a loyalty card launch Input: "customers_all.xlsx", one sheet, 684 rows collected over 5 years from the till, a paper sign-up form and an old website Rules from the client: a duplicate is the same email, or the same name plus phone; phones in one format; split "Name" into first and last name; dates as DD/MM/YYYY

The client and all details are made up.

About this service

When two teams, two offices or an old and a new system each kept their own contact list, merging them means different column names, the same person spelled differently, conflicting phone numbers and nobody sure which version is right. Send the lists as Excel files (up to 3 sheets or files) and tell us which source to trust for each field, and we map the columns into one layout, match people across lists by email, phone or name and company, and merge them into one row each. Conflicts we cannot settle by your rule stay side by side for you to decide.

What is included

  • What you getOne merged contact list as an Excel workbook, with a source column for every row, a sheet of matches showing which rows were joined, a sheet of unresolved conflicts and a row count per source. Cells hold values only.
  • Columns mappedDifferent headers into one layout
  • Match rulesEmail, phone, name and company
  • Source per rowWhere each record came from
  • Conflicts keptSide by side when your rule cannot decide
  • Row count checkRows in, matches and rows out

How it works

  1. 1
    UploadYou send the lists and your rules
  2. 2
    Clean-upWe go through every row
  3. 3
    DeliveryYou get the Excel file and change log

What we need from you

The lists as Excel files or sheets (up to 3, up to 1,200 rows and 12 columns in total in Premium), which columns mean the same thing, how to match people (email first, then phone, then name), which source wins for each field and confirmation that you may process this personal data.

We will ask you:

  • Which columns in the lists mean the same thing?
  • How should we match the same person across lists?
  • Which list is more reliable for each field?
  • What should happen to people who appear in only one list?

Compare packages

PackagesBasicTwo lists up to 300 rows$12StandardTwo lists up to 700 rows$25PremiumUp to 3 lists, 1,200 rows$45
Deadline1 day2 days3 days
Revisions123
Rowsup to 300 in totalup to 700 in totalup to 1,200 in total
Columnsup to 12up to 12up to 12
Sheetsup to 2up to 2up to 3
Order BasicOrder StandardOrder Premium

Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

Can you merge more than 3 lists?

Premium takes up to 3 sheets in one order. For more, merge them in two rounds, or combine similar lists into one sheet before sending.

What if two people share an email address?

Shared addresses, such as a family or an office inbox, are listed separately and not merged unless your rule says so.

My export is a CSV file. Can I send it?

Open it in Excel or Google Sheets and save it as an Excel file first; that also lets you check that special characters look right.

My list has more than 1,200 rows. What can I do?

Split it into parts of up to 1,200 rows and place one order per part with the same rules, so the results match.

Packages
Order · $25· 2 days