1. Standardizing CSV for Import
Data AnalystBackground
Received a CSV file where the 'Email' column was at the end, but the CRM import tool requires it to be the second column.
Problem
Manually moving columns in a large CSV file is prone to errors.
How to use
Paste the CSV data, select 'Custom Order', and input the new sequence of headers.
orderMode: custom, newOrder: Name,Email,Phone,AddressOutcome
A perfectly structured CSV file ready for immediate CRM import.