Use when a spreadsheet of companies or people needs to become CRM records: normalise it, match it against what already exists, and produce a file that will not duplicate.
Installs into .claude/skills of the current project.
Are you the author of Spreadsheet To Clean Crm Import?
Add the live security badge to your README. It updates with every re-scan.
[](https://www.skillsdirectory.com/skills/alfera-labs-spreadsheet-to-clean-crm-import)
---
name: spreadsheet-to-clean-crm-import
description: "Use when a spreadsheet of companies or people needs to become CRM records: normalise it, match it against what already exists, and produce a file that will not duplicate."
license: Apache-2.0
compatibility: ">=1.0"
metadata:
display_name: Spreadsheet to clean CRM import
author: Alfera
triggers:
- import this list
- clean this spreadsheet
- will this duplicate
allowed-tools:
- google_sheets
- hubspot
---
# Spreadsheet to clean CRM import
## What to do
1. Normalise: trim, case, strip protocol and www from domains, split full names.
2. De-duplicate within the sheet. Match on root domain, then on normalised company name.
3. Match against the CRM. Write the matched record id into an `existing_record` column.
4. Split into three tabs: `import`, `update`, `undecided`. Never merge them.
## Rules
- Never write into the CRM. This produces a file; a person runs the import.
- Anything ambiguous goes to `undecided` with the reason. A wrong merge is unpickable.
