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Tips, tutorials, and guides for cleaning your data. Learn how to fix common CSV and Excel issues.
Month-end means the same messy exports every time. Instead of a fresh Excel session, document your cleanup steps once as a saved pipeline and re-run it on each client's bank, Stripe, and PayPal CSV.
A raw customer export is never merge-ready. Here is how to split names, build a salutation with a safe fallback, normalize addresses, and drop undeliverable rows before you print 500 letters.
Airtable's CSV import can update existing records instead of duplicating them, but only if your file is clean first. Here's how to dedupe your unique key and fix blank cells so the merge does what you expect.
Merging inventory files by SKU is only as reliable as the SKU column itself. Here is how to clean the join key, choose left join vs update-only vs append, and verify matched, unmatched, and conflicting rows before you trust the result.
Some CSV import failures have no visible cause: the cell looks fine, the file is valid UTF-8, yet the row is rejected or a duplicate slips through. The culprit is usually an invisible character like a non-breaking space, a smart quote, or a zero-width space. Here is how to find and strip them before you upload.
A variable product is never one CSV row. It is a parent row plus one row per variation, linked through the Parent column. Here is the exact column structure the WooCommerce importer expects, and how to fix variations that import broken.
Your bank shows one Stripe deposit; Stripe made hundreds of charges. Here's how to pull the right report, split gross, fees, and net, and tie every payout to its bank line.
Excel strips the leading zero from SKUs and rewrites long UPCs as scientific notation, quietly corrupting the exact columns your marketplace uses as keys. Here is how to preserve them and catch duplicate keys before upload.
When imported phone numbers and addresses end up in the Notes field, the import worked but your column headers didn't match Google's expected names. Here is how to rebuild the header row so every value lands in the right field.
Mailchimp reads tags from a single Tags column with commas between values, and that cell has to be quoted in the raw CSV or the tags spill into your other columns. Here is the exact format for tags and groups, plus how duplicates and unsubscribed contacts behave on import.
Updating existing Salesforce records with a CSV comes down to one decision: which match key ties each row to the right record. This guide covers matching by Salesforce ID, email, or external ID, and how to preflight the file so you don't create duplicate contacts.
Your eBay bulk upload keeps failing on item specifics because the C: columns are tied to the exact category template you downloaded. Here is how the C: prefix, required specifics, and SKU matching actually work in Seller Hub Reports.
A supplier price list is built for humans and accounting, not for Shopify, Amazon, or eBay. Here is the field-by-field workflow to turn one into a marketplace upload without listing your cost as your retail price.
Xero's manual bank statement import needs a Date column and an Amount column, mapped to the right fields at the mapping step. Here's how to fix date-format mismatches, choose single-amount vs debit/credit layout, and stop Xero from silently skipping rows.
Importing contacts and companies together in HubSpot fails on the same handful of file problems: multiple sheets, headers that don't match properties, and missing dedupe keys. Here's how to prep the file so records create, update, and associate on the first try.
Merging bank, Stripe, and PayPal CSVs for monthly reconciliation double-counts revenue unless you handle payouts correctly. Here is how to normalize all three to one schema and match payouts to deposits.
A supplier sends you an XLSX full of merged cells, marketing rows, and mixed columns. Here is how to turn it into a clean Amazon inventory file that uploads without stripping leading zeros or failing on missing required fields.
A reusable, destination-agnostic checklist to run on any CSV before you upload it. Verify encoding, delimiters, headers, required fields, types, and duplicates so you fix problems at the row level instead of staring at a vague 'file failed' error.
Two Shopify product CSV errors block more imports than any others: 'illegal quoting in line X' and 'options are not unique'. Here's what each one actually means and how to fix the underlying rows.
QuickBooks Online accepts bank transactions in exactly two CSV layouts: a 3-column format with a single signed Amount, or a 4-column format with separate Credit and Debit columns. Here is how to tell which one your bank export is closest to and convert to either.
Mail merge failures almost always trace back to the spreadsheet, not Word or Gmail. Here is exactly how to clean your contact list so every letter and email comes out right the first time.
Excel silently strips leading zeros from ZIP codes, SKUs, and phone numbers, and turns long IDs into scientific notation, the moment you open a CSV. Here's why it happens and how to keep your data intact.
The WooCommerce product importer rejects files for invalid file types, unmapped columns, bad encoding, and malformed booleans. Here's what each error actually means and how to fix your CSV fast.
Blank rows are one of the most common reasons CSV imports fail validation. The catch: most of them are invisible. Here's how to find and remove all three types.
Your CSV looks clean in Excel, but the importer disagrees. Invisible leading and trailing spaces are usually why. Here's how to find them, prove they exist, and remove every one.
Date columns are the number-one cause of import errors — every destination wants a different format, and Excel changes dates behind your back. Here's how to get it right.
When an import fails at the field-mapping step, the data is usually fine — the headers aren't. Here's how to normalize column headers so mapping just works.
Reports from banks, ERPs, and analytics tools wrap your data in title rows, subtotals, and footer notes. Here's how to strip the non-data rows before importing.
Mailchimp is strict about how your contact file is formatted. Here's what triggers "we can't upload that file type," the five issues that quietly break imports, and how to clean your list before you upload.
eBay's File Exchange and Seller Hub bulk uploads fail for predictable reasons. Here's what each error actually means and how to fix your CSV before re-uploading.
Removing duplicates sounds simple until case sensitivity and trailing spaces let copies slip through. Here's how to find duplicates, normalize the near-matches, and deduplicate a CSV reliably.
When a CSV opens with every value crammed into the first column, the delimiter and your regional settings disagree. Here's how to fix it in minutes.
PayPal exports and QuickBooks bank-import formats almost never line up. Here's how to reshape a PayPal CSV so QuickBooks accepts it on the first try.
When accents turn into é and apostrophes become ’, your file's encoding got crossed. Here's what causes mojibake and how to recover clean text.
Shopify's product CSV importer is strict in unexpected ways. Here's what every common error means and how to fix your file before re-uploading.
Saving an Excel file as CSV is easy to get wrong — the default option mangles accents and drops leading zeros. Here's how to export a clean UTF-8 CSV that imports anywhere.
Mixed date formats in one column quietly corrupt imports and reports. Here's how to detect every format present, convert them all to one standard, and keep Excel from undoing your work.
Google Contacts rejects imports with a vague "wrong format" message and no details. Here are the real causes and how to fix each one.
HubSpot's contact import looks straightforward until it isn't. Here's what every common error means and how to clean your CSV before re-uploading.
Salesforce Data Loader's success file looks like victory until you check the error file. Here's how to decode the errors and clean your CSV before re-running.
Xero handles bank, invoice, and contact CSV imports differently — and they all fail differently. Here's a per-type guide to cleaning your file before upload.
European-format numbers (1.234,56) look almost right to US-locale software — and that's what makes them dangerous. Here's how to convert them cleanly.
Encoding bugs are the worst kind of CSV problem because they hide in plain sight. Here's how to find them and fix them once and for all.
Stripe's CSV export is built for engineers, not bookkeepers. Here's how to convert it into something QuickBooks or Xero will actually accept.
Bank CSV exports never match what accounting software expects. Here's a per-bank guide to cleaning Chase, Wells Fargo, BoA, and other exports for QuickBooks, Xero, and Wave.
Amazon's bulk upload is picky. Here are the most common errors and how to fix them before you waste another hour re-uploading.
QuickBooks CSV imports fail for predictable reasons. Here's how to diagnose and fix the most common errors without pulling your hair out.
Every vendor sends product data differently. Here's how to wrangle them all into one consistent format for your inventory system.
Your bank shows deposits, Stripe shows individual payments. Here's how to combine them into a single cash flow view that actually makes sense.