Workflow templates

Ready-made cleaning steps for exports people fix every week. Download one, open your file in the Data Workspace, and import it: every column it needs is checked before anything changes.

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Online stores

  • Shopify

    Shopify product import cleanup

    A Shopify product CSV (Products → Export), before you import it again.

    1. Remove empty rows
    2. Trim spaces
    3. Change case
    4. Find & replace
    5. Remove characters
    6. Remove repeated rows

    NeedsHandleVariant Price

    What it does Download

  • Shopify

    Shopify orders summary

    A Shopify orders export (Orders → Export), which repeats each order once per line item.

    1. Keep matching rows
    2. Split column
    3. Rename columns

    NeedsTotalCreated atName

    What it does Download

  • WooCommerce

    WooCommerce product CSV cleanup

    A WooCommerce product CSV (Products → Export) with SKU, Regular price and Sale price columns, before you import it again.

    1. Remove empty rows
    2. Trim spaces
    3. Change case
    4. Read as numbers
    5. Remove duplicates (your rule)

    NeedsSKURegular priceSale price

    What it does Download

  • Shopify

    Shopify customer list cleanup

    A Shopify customers export (Customers → Export) or a list you are about to import as customers.

    1. Remove empty rows
    2. Trim spaces
    3. lower-case "Email"
    4. Title-case "First Name", "Last Name"
    5. Remove duplicates (your rule)

    NeedsFirst NameLast NameEmail

    What it does Download

  • Shopify

    Shopify inventory update

    A Shopify inventory export (Products → Inventory → Export, All states) where you filled in On hand (new) for the items you counted.

    1. Remove empty rows
    2. Trim spaces
    3. Keep matching rows
    4. Read as numbers
    5. Sort rows

    NeedsHandleLocationOn hand (new)

    What it does Download

  • WooCommerce

    WooCommerce orders report cleanup

    The orders report from WooCommerce → Analytics → Orders → Download, or several downloads joined into one file.

    1. Remove empty rows
    2. Trim spaces
    3. Read as numbers
    4. Remove duplicates (your rule)

    NeedsOrder #Net sales

    What it does Download

  • Amazon Seller Central

    Amazon listings report cleanup

    An Amazon Seller Central All Listings or Active Listings report (Inventory → Inventory Reports), a tab-separated file.

    1. Remove empty rows
    2. Trim spaces
    3. Read as numbers
    4. Remove duplicates (your rule)
    5. Rename columns

    Needsseller-skupricequantity

    What it does Download

  • Amazon Seller Central

    Amazon orders report: no cancelled orders

    An Amazon Seller Central All Orders report (Reports → Fulfillment → All Orders), a tab-separated file with one row per item.

    1. Remove empty rows
    2. Keep matching rows
    3. Read as numbers

    Needsorder-statusitem-priceitem-taxshipping-price

    What it does Download

  • BigCommerce

    BigCommerce product CSV cleanup

    A BigCommerce product export made with the Bulk Edit template (Products → Export), before you import it again.

    1. Remove empty rows
    2. Trim spaces
    3. Change case
    4. Read as numbers

    NeedsProduct Code/SKUPriceCost PriceRetail PriceSale Price

    What it does Download

Payments and accounting

Contacts and email lists

  • Email list cleanup

    A contact list with First Name, Last Name and Email columns (a CRM or newsletter export), before you import or mail it.

    1. Remove empty rows
    2. Trim spaces
    3. lower-case "Email"
    4. Title-case "First Name", "Last Name"
    5. Keep matching rows
    6. Remove duplicates (your rule)

    NeedsFirst NameLast NameEmail

    What it does Download

  • Split full names for a CRM import

    A contact list with Full Name and Email columns, for a CRM or email tool that wants First Name and Last Name.

    1. Remove empty rows
    2. Trim spaces
    3. Title-case "Full Name"
    4. lower-case "Email"
    5. Split column
    6. Remove duplicates (your rule)

    NeedsFull NameEmail

    What it does Download

  • Mailchimp

    Mailchimp audience cleanup

    A Mailchimp audience export (Audience → All contacts → Export Audience) or a list you are about to import, with the default Email Address, First Name and Last Name fields.

    1. Remove empty rows
    2. Trim spaces
    3. lower-case "Email Address"
    4. Title-case "First Name", "Last Name"
    5. Keep matching rows
    6. Remove duplicates (your rule)

    NeedsEmail AddressFirst NameLast Name

    What it does Download

  • Outlook

    Outlook contacts cleanup

    A contacts file exported from Outlook for Windows (File → Open & Export → Export to a file → CSV), or one you are about to import into it.

    1. Remove empty rows
    2. Trim spaces
    3. lower-case "E-mail Address"
    4. Title-case "First Name", "Last Name"
    5. Remove duplicates (your rule)

    NeedsFirst NameLast NameE-mail Address

    What it does Download

Events, forms and meetings

Inventory and operations

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