1. Standardizing CRM Export
Data AnalystBackground
The CRM exports data with 20 columns, but the marketing platform only accepts 'Email', 'FirstName', and 'LastName' in that specific order.
Problem
The raw export contains too much noise and the columns are in the wrong sequence.
How to use
Paste the CRM export, set 'Column Order' to 'Email,FirstName,LastName', and enable 'Remove Unlisted Columns'.
Outcome
A clean, three-column CSV file ready for immediate import into the marketing platform.