CRM data quality: field definitions, imports and bulk updates
Keep a CRM trustworthy when data arrives in bulk: agree what each field means, prepare and map an import file so it updates existing records instead of duplicating them, carry consent across correctly, check counts and errors, make bulk updates with the right filter, and run a short routine data-quality review before forecasts.
- Level
- Beginner
- Length
- About 45 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 3 Oct 2026
Skills you'll practise
- Use a data dictionary to choose the right field and value for a piece of information
- Prepare an import file with a unique identifier so existing records are updated rather than duplicated
- Review a column mapping and spot columns mapped to the wrong field
- Reconcile an import's record counts and deal with rows that failed
- Check a bulk update's filter and record count before applying it
- Run a routine review for past close dates, missing owners and missing next steps
Course outline
- 1.CRM data quality: definitions, imports and bulk updatesVideo · 3 min
- 2.Fields that mean the same thing to everyoneLesson · 14 min
- 3.Importing a list without making a messLesson · 16 min
- 4.Bulk updates and a routine data-quality reviewLesson · 15 min
- 5.CRM data quality: field definitions, imports and bulk updates: knowledge checkKnowledge check · 17 questions
- 6.Final exam11 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
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