Trim whitespace
Remove leading, trailing, and repeated spaces without changing meaningful punctuation.
Cleaning rules
Decisions are visible, consistent, and reversible
A documented rule set prevents subjective changes and makes future batches easier.
Standardize names
Use title case while preserving intentional initials and hyphenated names.
Normalize dates
Convert supported input formats to real spreadsheet dates displayed as YYYY-MM-DD.
Normalize phone numbers
Format valid ten-digit Canadian numbers as (###) ###-####.
Control status values
Map variants such as Active, active, ACTV, and Current to Active.
Flag duplicates
Use email as the primary key and phone number as a secondary comparison.
Preserve raw data
Keep the original sheet unchanged so every correction can be traced.