Prepare new and existing contacts for a CRM import
Compare incoming contacts with a current CRM export and separate possible updates from records requiring review.
Prepare the input
Map the incoming contact fields and their equivalents in the CRM export. Prefer an existing CRM ID or email when available; shared names and household phone numbers can be ambiguous.
What to check in the output
The sample includes a contact without an email. Inspect the proposed match separately from an unambiguous identifier match before importing any updates.
Before using the result
The tool creates review files and does not write to the CRM. Confirm the importer's upsert and blank-field rules before applying changes.