Review contacts before importing them into your CRM.
Prepare column mappings and records to check before moving a contact list into your sales system.
A field-mapping table, an exception list with source-row references and a small-batch plan for the CRM owner to approve.
What you need
A 10–20-row sample, the CRM’s required fields and approved matching rules. Include an existing-record extract and previous import log only when authorized. Start with fictional or masked data, then share only permitted information with an approved assistant. The n8n documentation covers batching, duplicates and failure recovery. This pilot prepares a manual review. An administrator must then inspect the CRM import preview and verify a backup before any write. Similar names alone cannot confirm that two records identify the same person.
Getting started
- Preserve the original files, give every row a stable source reference, and have the CRM owner confirm required fields and the matching key.
- Request a column-mapping and exception table. Separate repeated rows in the input, existing CRM matches and records listed in the previous import log.
- Check every sample row, reconcile the totals and approve only supported corrections. Then prepare a test batch and results log with the administrator.
What you can measure during a pilot
Information quality, relevant follow-up and actually qualified enquiries.
The source · Local adaptation
n8n · préparation et reprise des traitements par lots ↗The source describes the principle or workflow. This adaptation and its outcomes have not been independently tested.
Source reviewed Nov 12, 2026