Cleaner records. Less copying from spreadsheets.
We clean up the spreadsheet data you need and move it into your business systems, with checks for missing records, conflicting values and failed imports.
When it helps
When useful information sits in spreadsheets and getting it into the right system keeps creating more work.
Every update means another round of copying.
The spreadsheet has the latest information, but someone still has to enter the same changes into your business tools.
- Agree which records and updates should move into the destination.
- Build the chosen import or synchronization process around your existing tools.
- Make failed updates visible, with clear steps to correct or retry them.
Imports create a new list of corrections.
Dates, names and required fields vary between sheets. Records are rejected or need fixing after they arrive.
- Map spreadsheet columns to the destination's fields and requirements.
- Apply agreed formatting, validation and duplicate-handling rules.
- Separate unresolved records for review before they change live data.
Different versions tell different stories.
The sheet and the system disagree, and updating one can overwrite information someone else has already corrected.
- Agree which source to trust for each field and type of change.
- Flag conflicting or uncertain values for an agreed decision maker.
- Preserve recoverable copies and record the changes made.
The system is ready. Your records are still in sheets.
You know where the information should go, but preparing and checking the transfer keeps falling behind daily work.
- Prepare the selected records using your existing brief and business rules.
- Trial the transfer and compare the results with the source data.
- Complete the approved transfer and hand over the results and open issues.
A checked transfer, with remaining issues made clear.
We agree the data, cleanup rules and destination before starting. The scope covers one chosen approach: a one-time transfer, a repeatable import or synchronization between the agreed sources.
Prepare, transfer and check the data.
- Review of the selected sheets, destination fields and rules for deciding which records to trust.
- Agreed cleanup, field mapping and checks for missing, invalid or conflicting information.
- A trial using representative records, with recovery steps appropriate to the changes.
- Implementation and authorized use of the chosen transfer, import or synchronization process.
- Comparison of source and destination records, exception reporting and a handover to your team.
Usable records and a clear account of the transfer.
- The agreed data transferred into the target system, with any repeatable process configured and checked.
- Documented field mappings, cleanup rules and decisions about conflicting records.
- Results showing accepted and rejected records, changes made and unresolved issues.
- Instructions for checking results, handling exceptions and owning any ongoing process.
Beyond the agreed data and transfer.
Any further work is optional and agreed separately.
- Replacing business platforms, migrating all company data or cleaning unrelated records.
- Rebuilding existing spreadsheet automations or adding AI to interpret and match ambiguous records.
- Ongoing operation, monitoring and maintenance after the agreed handover.
How it works
We handle the preparation, implementation and checks. Your input stays focused on which information to trust, the exceptions that need a decision and approval to make changes.
Agree the data and rules
We start with the sheets, destination and requirements already in place. Together we agree the transfer approach, cleanup rules, approvals, completion criteria, price and timing.
Prepare the data and process
We map the fields, apply the agreed cleanup and build the selected transfer process. We keep uncertain records for review and prepare the copies and recovery steps needed before live changes.
Trial the transfer and check the results
We check representative records and failure cases, then compare the results with the agreed source. We resolve issues within scope and explain anything that needs a decision before proceeding.
Complete the transfer and hand over
After approval, we run the transfer or activate the agreed process and check the results. We hand over the records, exceptions and instructions, with clear ownership for any recurring work.
Which records are your team still copying?
An informal 30-minute call to discuss the information you need to move and see whether Spreadsheet-to-System Cleanup is the right fit.