Email Database (CSV) Cleanup
DO NOT SUBMIT A COVER LETTER.
DO NOT CONTACT OUTSIDE OF UPWORK. CANDIDATES WHO SEND COLD EMAIL WILL BE IMMEDIATELY AND PERMANENTLY DISQUALIFIED.
## My Dream Come True
Existing data is matched to emails. Overall presentation is cleaner and ready to be loaded into a new CRM
## Role
Clean and organize two Excel worksheets by matching customer records, standardizing names, and categorizing contacts based on their purchase history.
## Responsibilities
* Review customer names that are inconsistently formatted.
* Determine the primary first and last name from entries such as:
* John "Vince" & Jenn Sessions → John Sessions
* Ken & Eileen Dawe → Ken Dawe
* Renee Ambush (Carmichael) → Renee Ambush
* Match each cleaned name to the corresponding email address in the master contact spreadsheet.
* Review the payment history columns and total the number of months each customer has paid.
* Categorize every contact by total months purchased.
* Identify contacts that are not customers.
## Successful Outcome
At the completion of the project:
* Every contact has the correct email matched.
* Customer names have been standardized consistently.
* Every customer's total paid months have been calculated accurately.
* The database is separated into customers (grouped by months purchased) and non-customers.
* The spreadsheet is organized well enough to be imported into our CRM with minimal additional cleanup.
## Requirements
* Strong Excel or Google Sheets skills
* Exceptional attention to detail.
* Comfortable making judgment calls when cleaning inconsistent names.
* Able to recognize and match records even when formatting differs.
* Experience with CRM data cleanup or spreadsheet organization is a plus.
