CRM import readiness checklist with AI checklist

Checklist

Raw source material is preserved before AI edits begin.The desired output format is written explicitly.Edge cases, missing values, and exceptions are listed.The first output is reviewed against real examples.The final prompt is stored for reuse.Sensitive or policy-heavy cases get manual review.List required CRM fields and accepted values.Check duplicate logic before upload.Ask AI for risk categories and manual-review rows.Import only after sample validation.

Mistakes to avoid

uploading before duplicate review

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

not preserving record IDs

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

ignoring owner field conflicts

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

changing lifecycle values without approval

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

Related workflow pages

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