Excel & CSV Data Cleanup

From messy spreadsheets to clean, import-ready data.

InsurCore Data cleans, normalizes, deduplicates, and restructures Excel and CSV files so they match your target system's import format — without losing the history and context your business depends on.

.xlsx.xls.xlsm.csv.tsv.txt

The Problem

Why this conversion is hard

Spreadsheets used as operational databases accumulate inconsistencies over years — merged cells, duplicate rows, mismatched column names, and mixed data types in the same column.

Multiple people entering data in different formats means dates, phone numbers, names, and addresses all follow different conventions in the same file.

Many businesses run operations across multiple spreadsheets that need to be merged and deduplicated before import — a time-consuming and error-prone process.

Target systems expect specific column names, formats, and required fields — the raw spreadsheet almost never matches the import template.

Lookup values, status codes, and category fields often use inconsistent labels that need to be normalized before import (e.g., 'Yes', 'y', 'TRUE', '1' all meaning the same thing).

Large Excel files with tens of thousands of rows can't be cleaned manually without errors — and manual errors aren't discovered until the import fails.

What We Extract

What InsurCore Data delivers

Multi-sheet Excel workbook extraction and consolidation
Column name mapping to target import format
Date format normalization
Phone, address, and name field standardization
Duplicate record detection and resolution
Required field identification and gap reporting
Lookup value normalization (Yes/No, codes, categories)
Multi-file merge and deduplication
Record count validation before and after cleanup
Delivery as cleaned CSV or Excel import file
Exception reports documenting removed or flagged records

Spreadsheet cleanup is often the first step in a larger data migration. We've cleaned and normalized Excel and CSV exports from CRMs, insurance systems, field service platforms, and internal operational databases across dozens of industries.

The Process

How Every Conversion Works

01

Data Review

We inspect the source files, database, or export structure to understand what exists and what condition it's in.

02

Inventory

We identify tables, fields, relationships, record counts, duplicates, and critical business objects.

03

Mapping

We map the source data to the destination system or desired output format, including any custom field logic.

04

Transformation

We clean, normalize, restructure, and convert the data using scripts, tools, and custom logic.

05

Delivery

We deliver clean, structured, import-ready data files with a validation report and audit trail.

FAQ

Common Questions

How bad does the spreadsheet data have to be before you can't fix it?

We can work with almost any spreadsheet. The messier the data, the more time the cleanup takes — but there's rarely data we can't recover or normalize. We'll tell you upfront what's possible after reviewing a sample.

Can you merge data from multiple Excel files?

Yes. Multi-file merges are common. We identify the key field (usually a name, ID, or email), match records across files, and resolve conflicts according to business rules you define.

What if I have formulas and calculated fields in my spreadsheet?

We extract the underlying values, not the formulas. If a calculated field is required in the output, we can replicate the logic in the transformation script.

How large can the files be?

Our platform handles large files with no row limits. Excel's own limits (around 1M rows) are the practical ceiling for .xlsx files — for larger datasets we recommend CSV or database format.

Will you tell me if data is missing or wrong before you deliver?

Yes — that's what the validation step is for. You'll receive an exception report listing records with missing required fields, format errors, or duplicate conflicts before we deliver the final file.

Ready to move your data?

We offer a free initial data review — no commitment required. Send us a sample file or describe your source system and we'll tell you exactly what's possible.