CRM sample

CRM contact cleanup with duplicate and PII blockers.

This synthetic sample shows how Rowva handles contact exports: normalize obvious fields, keep risky duplicates in review, and block AI packages when direct contact details remain.

Operational partialCompliance readyReporting partialAI blocked
CRM files often contain direct personal data. This sample keeps AI readiness blocked until contact details and duplicate decisions are resolved.

8

source rows

6

export rows

24

cell fixes

4

review items

Complete sample pack ZIPAll CRM contact cleanup files in one package.Messy source CSVCRM contacts with duplicates, invalid email, PII, and summary row.Clean export CSVNormalized contact export with review rows preserved.Change summaryPlain-English cleanup and caveat summary.Business context profileWhat Rowva understood about the contact file, entities, targets, and limitations.Repair planSafe repairs, review-required items, blockers, and target-readiness impact.Readiness reportOutput readiness statuses and blocker reasons.QuickBooks readiness reportTarget-specific blockers for QuickBooks Online customers.Xero readiness reportTarget-specific blockers for Xero contacts.Mapping guideSource to CRM/accounting contact mapping evidence.Duplicate decision reportDuplicate survivorship and review decisions.Before/after diffStructured source vs clean-output summary.Audit trail reportTraceable transformation and review details.

Before / after preview

Representative rows show the cleanup shape.

The downloadable files carry the complete synthetic sample. This table keeps the public proof scannable.

Before IDBefore regionAfter IDAfter region
C-001EMEAc_001EMEA
C001Europeexcludedduplicate
C-005NAMERc_005NAMER

Change summary

Changes and unresolved review items stay visible.

A strong sample does not pretend all issues are automatically safe to fix.

Contact ID cleanup

6 values

Converted mixed contact identifiers to standard IDs.

Company name cleanup

3 values

Merged obvious aliases while keeping uncertain duplicates visible.

Date standardization

5 values

Converted mixed touch dates to ISO dates.

Rows excluded

2 rows

Excluded one duplicate and one summary row from the clean export.

Conflicts kept

4 items

Invalid email, missing email, and likely duplicates remain for review.

Output families

The readiness verdict changes by downstream purpose.

A sample can be useful for operations and still blocked for AI.

Output

Use this for

What it contains

Operational Clean Export

Daily spreadsheet work

Clean CSV/XLSX, source row IDs, removed-row summary, review list

Compliance-Safe Export

Safer sharing

Masked direct PII, restricted notes, and sensitivity caveats

Reporting Package

Dashboards and month-end reporting

Clean table, column profile, issue log, and readiness summary

AI Package

Business search and assistant setup

Structured records, PII report, and blocked/partial reasons when unsafe

Audit Trail Bundle

Review and traceability

Change history, check results, review decisions, and anything still unavailable

Try this pattern on your own recurring file.

Use the free scanner first, then create a workspace when you need full cleanup, downloadable files, and review history.

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