Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Spreadsheet cleanup: customer list of a garden centre before a mailing
Before (sample rows)
| Name | Phone | Signed up | Spent | |
|---|---|---|---|---|
| JANE MORRIS | 07700 900123 | [email protected] | 3/4/21 | £1.240 |
| Jane Morris | +44 7700900123 | [email protected] | 2021-04-03 | 1240 |
| peter o'neil | 7700-900-456 | April 2022 | £85,50 | |
| Dr. Alan Fisk | alan.fisk@mail | 12.06.2023 | £310 | |
| test test | 0000 | test@test | 0 |
After
| First name | Last name | Title | Phone | Signed up | Spent (£) | Flag | |
|---|---|---|---|---|---|---|---|
| Jane | Morris | +44 7700 900123 | [email protected] | 03/04/2021 | 1,240.00 | Merged (2 rows) | |
| Peter | O'Neil | +44 7700 900456 | 01/04/2022 | 85.50 | No email | ||
| Alan | Fisk | Dr | alan.fisk@mail | 12/06/2023 | 310.00 | Check email | |
| test | test | test@test | 0.00 | Test 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 file | 684 |
| Removed by merging duplicates | −67 |
| Test or blank rows moved to the "Removed" sheet | −9 |
| Rows in the clean list | 608 |
| Of these, ready to email | 553 |
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
Clubs, associations and charities keep member and donor lists in spreadsheets passed from one volunteer to the next, with couples on one row, renewal dates in five formats, lapsed members mixed with active ones and the same donor entered under a maiden and a married name. Send the list as an Excel file and your rules, and we split joint records if you want, bring dates, names, titles and amounts to one format, add a clear status column (active, lapsed, honorary) from your renewal rules and mark likely duplicates for your decision. You get a list your treasurer and your mailing volunteer can both trust.
What is included
- What you getThe list back as an Excel workbook with one format for names, titles, dates and amounts, a status column by your renewal rules, likely duplicates marked, a change log and a before-and-after row count. Cells hold values only.
- Status columnActive, lapsed, honorary by your rules
- HouseholdsJoint records split or kept, as you choose
- Names and salutationsOne style for letters and labels
- Dates and amountsOne format for renewals and gifts
- Likely duplicatesName changes and typos flagged
How it works
- 1UploadYou send the list and your rules
- 2Clean-upWe go through every row
- 3DeliveryYou get the Excel file and change log
What we need from you
The member or donor list as an Excel file with up to 12 columns, your membership types and renewal rules (for example lapsed after 13 months without payment), how couples and households should be recorded, the salutation style and confirmation that you may process this personal data.
We will ask you:
- What membership types do you have?
- When does a member count as lapsed?
- Should couples stay on one row or be split?
- Which salutation style do you use in letters?
Compare packages
| Packages | BasicUp to 300 rows$12 | StandardUp to 700 rows$25 | PremiumUp to 1,200 rows, up to 3 sheets$45 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Rows | up to 300 | up to 700 | up to 1,200 in total |
| Columns | up to 12 | up to 12 | up to 12 |
| Sheets | 1 | 1 | up to 3 |
| Order Basic | Order Standard | Order 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.
Questions and answers
Can you add Gift Aid or tax receipt status?
We can bring an existing column into one format, but we do not decide who qualifies for tax relief. Check eligibility with your treasurer or adviser.
Will you delete lapsed members?
No, we only mark them in the status column. Whether to keep or delete their data is your decision under your privacy policy.
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.