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.

Download the workflowOpen the Data Workspace

Processed locally in your browser. File contents are not uploaded. No account needed.

Before and after

Made-up rows from the sample file, run through the same code Rote Workspace runs, when this page was built. Removed rows are struck through; changed cells are highlighted — point at one for its old value.

Data Workspacesplit-full-names.csv5 rows · 3 columns · UTF-8 Processed locally

Original

Before: the sample file
RowFull NameEmailCompany
2maya patelMaya.Patel@Example.comBrightline Studio
3JONAS WEBER (has spaces at its edges)jonas.weber@example.comWeber Logistics
4Ana Maria Silvaana.silva@example.comSilva Arquitetura
5 (removed)
6 (removed)jonas weberJONAS.WEBER@example.comWeber Logistics GmbH

Result

After: Split full names for a CRM import
RowFirst NameLast NameEmailCompany
2MayaPatelmaya.patel@example.com (changed)Brightline Studio
3JonasWeberjonas.weber@example.comWeber Logistics
4AnaMaria Silvaana.silva@example.comSilva Arquitetura

3 rows × 4 columns after the fixes · was 5 × 3 · 6 cells changed

· marks a space at the start or end of a value. The dots are not in the data; they show spaces you would otherwise not see.

Why

Most CRM and email imports want first and last names in separate columns, and splitting them by hand is the same job every time a new list arrives.

What it does

  1. Remove empty rowsOn the sample: 1 row removed
  2. Trim spaces in every columnOn the sample: 1 cell changed
  3. Title-case "Full Name"On the sample: 3 cells changed
  4. lower-case "Email"On the sample: 2 cells changed
  5. Split "Full Name" on " " into "First Name", "Last Name"; the last column keeps the restOn the sample: added First Name, Last Name; removed Full Name
  6. Remove duplicates: rows with the same "Email" (ignoring case, ignoring extra spaces, blank keys never match), keeping the first of each groupOn the sample: 1 row removed

Your file needs these columns, spelled exactly: Full Name, Email. If one is missing or renamed, the workflow tells you which step it breaks and does not run.

The name is split at its first space: the last name keeps the rest, so “Ana Maria Silva” gives Ana and Maria Silva.

How to use it

  1. Download the workflow

    A small .json file with the steps above — no data. Want to try it first? Use the sample file (made-up rows).

  2. Open your export

    In the Data Workspace, choose your file. It is processed in your browser, not uploaded.

  3. Import, review, run

    Workflow → Import, choose the file — or skip the download: under Workflow → Templates, press Check & open. Each step is checked against your columns; press Run on this file, then Download.