Before you import your file, start by performing a general "Cleaning" of your CSV file.
Clean up your import
We’ve all heard the phrase, “you are what you eat.” That’s possibly even more true for your business database. Food is fuel for your body; your database is fuel for your business. Before importing your database, take a few minutes to sort and clean it up.
- Delete any empty columns that just have a header. They will create custom fields in your contact records in Brivity even if the rows below that column are empty.
- Remove any columns that don’t make sense to you. Look at the name on the column header and through the details in the below column, would that information be helpful to your agents? If not useful information, delete it. There’s no need to add trash to your database.
- If it is helpful information, then maybe re-name the column header to make it match a brivity field name or create a custom field name that makes sense to your team.
- Delete columns that are not useful, or won’t be useful in 3 months.
- Custom fields like “ Last Agent Contact Date” is useful. However, in the future, as your agents update contacts with emails, calls, texts, and tasks, this field won’t instantly update to match those updates. Eventually this field will be irrelevant or even confusing. We’d suggest removing it.