CSV / Excel cleanup for operations teams

Clean lead lists and CRM-ready CSVs without another heavy tool.

I turn messy exports into deduplicated, filtered, campaign-ready files, and when the work repeats, a lightweight Python workflow your team can run again.

Start with a sample file, not the full dataset. Fixed scope before full delivery.

Best for
CRM imports, lead lists, recurring reports
Output
Clean CSVs, README, optional script
Boundary
Client-provided files only

The practical problem

Your team knows the rules. The spreadsheet still eats the day.

Duplicates, inconsistent columns, missing values, regional filters, segment splits, and upload-ready CRM formats are rarely strategic work. They are small operational bottlenecks that compound every week.

Case study

FMCSA lead filtering demo

Built from a real freelance-style requirement: turn a raw carrier CSV into scored lead lists for campaign testing. This is a demo, not a claim that the original Upwork client hired me.

Raw file in

Carrier rows with varying fields, duplicates, missing contact data, and business rules that must be applied consistently.

  • Column-name normalization
  • Deduplication by USDOT number
  • Rule-based inclusion and exclusion

Clean files out

Separate campaign CSVs, a combined master file, review exports, lead scores, and simple notes for non-technical review.

  • CRM-ready CSV exports
  • A/B lead tiers and campaign codes
  • README and repeatable workflow
Before and after CSV cleanup showing messy rows converted to clean output files
Messy export converted into clean campaign files.
Filtering rules for state, ZIP, status, units, drivers, and recent MCS-150 date
Plain-language rules mapped into repeatable filters.

Example output

GA small carriers export
Campaign Company City Units Drivers Score Tier
GA-SMALL-01 Peach State Small Carrier LLC Atlanta 4 3 39 A Tier
GA-SMALL-01 Small GA Express Augusta 10 9 39 A Tier
GA-SMALL-01 Old Georgia Carrier LLC Savannah 8 5 28 A Tier

Second proof

Spreadsheet report automation demo

A weekly sales export with duplicate rows, inconsistent channels, test orders, and mixed statuses is converted into clean CSVs, a review queue, and an Excel dashboard with repeatable automation.

Raw rows
60
Clean rows
52
Review rows
8
  • Clean paid-order output
  • Exception queue for pending, cancelled, refunded, and test rows
  • Dashboard workbook with weekly and channel revenue charts
Excel dashboard showing weekly revenue, channel revenue, clean rows, review queue, and charts
Messy weekly export turned into a clean dashboard workflow.

Services

Small data operations work with clear boundaries.

01

One-time cleanup

Remove duplicates, normalize columns, filter rows, and return clean CSV or Excel output.

02

Lead-list preparation

Split lead exports into campaign files, apply segment rules, score rows, and prep for CRM import.

03

Reusable automation

Create a lightweight Python workflow with a README so repeated cleanup can run again.

Process

A small sample is enough to scope the work.

Send a sample file and the rules in plain English. I will confirm fit, identify risks, and suggest a fixed scope before touching the full file.

  1. 1

    Share a sample

    A few rows are enough to inspect columns, duplicates, and output shape.

  2. 2

    Define the rules

    Which rows stay, which rows go, how duplicates are identified, and what files you need.

  3. 3

    Receive clean outputs

    Clean CSVs first; reusable script and README when the workflow repeats.

Good fit

Send this kind of work.

  • CRM import cleanup
  • Sales or marketing lead lists
  • Shopify, event, directory, or report exports
  • Recurring spreadsheet steps your team repeats

Not a fit

These stay out of scope.

  • Scraping behind logins, CAPTCHAs, or paywalls
  • Guaranteed leads, sales, or deliverability claims
  • Bulk spam lists or private data collection
  • Enterprise systems disguised as tiny cleanup tasks

Start small

Have a messy CSV waiting before a CRM upload?

Send a sample and the rules. I will tell you whether it is a simple cleanup, a campaign-prep task, or a reusable automation workflow. For clear small jobs, I can usually return a fixed quote within 24 hours.

Email the sample brief Order through Fiverr

What to include

  • Small sample file
  • Duplicate rule
  • Rows to keep or remove
  • Output files needed