RowDesk
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Built around your workflow

Clean data for the workflows your team actually runs.

From a new lead list to a client migration file, RowDesk helps operational teams clean, deduplicate and compare CSV or Excel data before CRM and business-system imports.

Start with your dataExplore use cases
  • Browser-local processing
  • Preview before applying
  • Separate clean CSV export
Team workflows

Different teams.
The same need for clean data.

Start with the file you have and the decision you need to make. Keep cleanup, duplicate review and import preparation in one visible workflow.

A team member working at a laptop in an officePrepare the next lead import

RevOps / Sales Ops

A new lead list can contain repeated contacts, inconsistent values and people who already exist in your CRM. Spreadsheet checks become harder to follow as the file grows.

  • Trim whitespace and standardize selected lead-source or status values.
  • Review duplicate contacts using the matching columns you choose.
  • Compare incoming leads with an existing CRM export and keep only new records.
The deliverable

A reviewed CSV for your next lead import, with the original list left unchanged.

Explore RevOps data preparation
An office worker reviewing information on a computerPrepare migration and import files

CRM Admins

Customer exports from different teams rarely arrive in the same shape. Blank rows, duplicate records and inconsistent formatting make migration files difficult to verify.

  • Scan the dataset for issues and choose cleanup for specific columns.
  • Review customer data deduplication before confirming removals.
  • Map incoming fields to an existing export and inspect the resulting changes.
The deliverable

A cleaner migration or import file you can check against the destination system's requirements.

Explore CRM admin workflows
Hands working on a laptop at a deskDeliver reviewed client data

Agencies & Consultants

Each client brings a different export and a different set of cleanup decisions. Delivering a cleaner file is only part of the job: you also need to understand what changed.

  • Prepare client CSV/XLSX files with column-specific casing and value cleanup.
  • Review duplicate groups and compare incoming data with a client-provided export.
  • Inspect changed values and removed rows before producing the final deliverable.
The deliverable

A separate clean CSV for the client's chosen system, processed locally in your browser in local-processing mode.

Explore agency and consultant workflows
Everyday data preparation

Bring order to your
next spreadsheet handoff.

The same controls are useful beyond CRM administration: choose the fields that matter, review the impact and export a separate file.

Marketing Ops

Prepare campaign and audience lists

Email casing, repeated contacts and inconsistent campaign values can make audience files difficult to reconcile. Normalize selected values, review duplicate contacts and compare a new list with an existing customer export before preparing your CSV.

A consistent audience file for the next campaign workflow.

Recruiting

Prepare candidate data before ATS import

Candidate exports can repeat the same person across sources or use different field names. Choose matching columns, review which record to keep and standardize selected fields without automatically merging candidate details.

A reviewed candidate CSV to check against your ATS import requirements.

Operations

Standardize recurring spreadsheets

Recurring spreadsheets often mix casing, extra spaces and placeholders for missing values. Trim surrounding whitespace, configure null-placeholder cleanup and remove completely blank rows while reviewing the impact of each step.

A more consistent operational dataset without overwriting the source.

Finance / Admin

Clean customer and supplier lists

Customer and supplier files may contain repeated entries and inconsistent reference values. Match records using selected identifiers, review proposed removals and compare a refreshed list with the previous export before preparing it for import.

A cleaner reference-data CSV with changes checked before download.

One controlled workflow

From the first scan
to a reviewed export.

Use the steps your file needs. Preview important transformations before applying them and undo changes during the active session.

  1. 01

    Load

    Open a CSV or XLSX file.

  2. 02

    Scan

    Understand what needs attention.

  3. 03

    Clean

    Choose formatting and value fixes.

  4. 04

    Dedupe

    Review which records to keep.

  5. 05

    Compare

    Find new records across two files.

  6. 06

    Review

    Inspect changes and removals.

  7. 07

    Export

    Download a separate clean CSV.

Your raw dataset is processed in your browser in local-processing mode. Your original source file remains unchanged. Read about local processing

Popular destinations

Prepare clean files for the tools your team already uses.

Transform, clean and format your data into ready-to-import CSV files
for the systems your team relies on.

  • HubSpot

    Prepare contacts, companies and deals.

  • Salesforce

    Format accounts, leads, opportunities and custom objects.

  • Pipedrive

    Prepare people, organizations, deals and activities.

  • Microsoft Dynamics

    Structure records for accounts, contacts and opportunities.

  • Zoho

    Prepare leads, contacts, deals and customer data.

  • Google Sheets

    Create clean datasets for spreadsheets and workflows.

Product capabilities

Choose the tools
behind your workflow.

Your next import starts
with a cleaner file.

Prepare, review and export the data your team needs.

Start with your dataExplore RowDesk features