Turning a sales-intelligence export into a clean CRM data model

Mapped every field from a sales-intelligence platform's export into the matching CRM account and contact records Caught the transforms that trip up imports – values stored in thousands, and picklists that must match the CRM's own options Corrected a mis-typed date field so a "year founded" value imports as a whole number instead of a […]

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  • Mapped every field from a sales-intelligence platform's export into the matching CRM account and contact records
  • Caught the transforms that trip up imports – values stored in thousands, and picklists that must match the CRM's own options
  • Corrected a mis-typed date field so a "year founded" value imports as a whole number instead of a full date
  • Locked the whole mapping into a single versioned reference so it stays authoritative across tools
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