Overview
Good CRM reporting depends on clean source data, consistent tags, and reliable ownership.
This guide helps you migrate contacts without polluting future segmentation and reporting.
How to use it in KREP
- Normalize names, phone numbers, websites, emails, and industries before import.
- Create lead sources, statuses, and customer groups before loading data.
- Import a small test batch first, confirm mappings, then load the wider dataset.
- Segment imported records immediately so MA and reports start with usable structure.
What to monitor
- Duplicate rate.
- Missing key fields such as owner or source.
- Lead-to-customer conversion after import.
Best practices
- Use a staging sheet for cleanup.
- Tag imported datasets by source.
- Do not mix old junk data with active pipeline records.
Related KREP modules
Leads, Customers, Marketing Automation
Search topics covered
import leads krep, crm data migration, customer import kenya