SPREADSHEET RECORD REVIEW · Workflow idea
Bring organization and contact details from a spreadsheet into a reviewable import. Match contacts to the right organization, find existing records, and call out incomplete or duplicate rows before an authorized person approves each proposed change.
01 / The starting point
A person-selected spreadsheet containing contact details and organization names
“Check the spreadsheet rows, match contacts to organizations, identify existing records, and prepare proposed additions or updates for approval.”
02 / The work
Helps a team prepare organization and contact records from spreadsheet data while keeping the final record decisions with a person.
Confirm the file, the records in scope, and whether any rows should be excluded from the import.
Review required fields and flag missing, inconsistent, or unclear values instead of filling gaps by assumption.
Use the supplied organization names to prepare a proposed relationship and send uncertain matches to a person.
Compare available names and contact details with current records so reviewers can distinguish additions from possible updates.
Show proposed organization and contact records, their relationships, and any exceptions before anything is saved.
Require an authorized record owner to approve the selected rows and each proposed addition or update before applying it.
03 / The result
A reviewed import preview with organization and contact matches, exceptions, and proposed record changes held for an authorized person.
Reviews & approvals · Example outcome
A reviewed import preview with organization and contact matches, exceptions, and proposed record changes held for an authorized person.
Names may be inconsistent, rows may be repeated, and contact details may be outdated. Verify each match and the allowed fields; require an authorized owner to approve the exact additions and updates before they are saved.
04 / Make it yours
A few choices shape the work around your team.
Agree which columns identify an organization and contact, which fields may be imported, and how blank values are handled.
Choose how existing organizations and contacts are recognized and how uncertain or conflicting matches are held for review.
Choose who verifies the preview and who is authorized to approve changes to shared organization and contact records.
Check valid, incomplete, repeated, and unmatched rows and confirm no record changes occur before approval.