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CRM Export → Clean Model

CRM Export Cleanup Formula Generator

Generate formulas that clean Salesforce and HubSpot exports into model-ready spreadsheet data.

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See the output before you start

Make ugly exports usable in one pass

Sample input

CSV data
Opportunity Name,Amount ($),Close Date,Stage Name
Acme,45000,2026-04-30,Commit
Prompt

Clean the Amount ($) value in B2 into a number by stripping dollar signs and commas.

Generated output

What you get back

Clean the Amount ($) value in B2 into a number by stripping dollar signs and commas.

Formula
=VALUE(SUBSTITUTE(SUBSTITUTE(B2,"$",""),",",""))
Why it works

It removes dollar signs and commas before converting the value to a number.

Example

If B2 is "$45,000", the formula returns 45000.

When to use this pack

Normalize messy export columns.
Map verbose CRM stages into model buckets.
Create clean month and quarter helper columns.

Example prompts

Clean the Amount ($) column in B2 into a numeric value with commas and dollar signs stripped out.
Map Stage Name in D2 into a shorter stage bucket using a lookup table on the Mappings tab.
Return a clean close month in YYYY-MM format from raw close date in C2.
How it works

Three steps from CSV to finished formula

1
Paste your data

Drop in a CSV snippet or header row from your CRM export. FormulaGrok reads the column names so the formula fits your sheet.

2
Describe the logic

Tell it what you need in plain English. The prompt pack pre-fills a relevant starting point so you're not writing from scratch.

3
Get a formula you can verify

Review the formula, the explanation, and a worked example. Copy it into your spreadsheet or save it as a reusable playbook.

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CRM Export Cleanup Formula Generator | FormulaGrok