- Every row appears in one task only. Nothing here is asked of you twice.
- Type into the shaded columns — the ones whose heading starts with an arrow. Everything else is there for context.
- Leave column A alone. That is the reference we use to match your answer back to the right record.
- Part-done is fine. Send the workbook back whenever you like; we will pick up whatever is filled in.
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80 people
These people are not in ActiveCampaign yet. Most have no personal email and no direct phone; a few share a phone or an inbox with someone else, so we could not tell whose record it was.
Give us an email or a direct phone for each one. This is the only task that adds records.
→ Their email · → Their direct phone · → Or write DROP if they are no longer a contact
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29 rows
Already imported, filed under the organization. Each row carried a job title or a link but never named a person.
Tell us whose it is — or say it belongs to the clinic.
→ Their name · → Their email or direct phone · → Or write ORGANIZATION
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40 people
Already imported, but not attached to a clinic, school or practice. Some look like solo practitioners; we did not want to assume.
Name their organization, or mark them solo.
→ Which organization? · → Or write SOLO
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10 groups
One place may have been written more than one way — a spelling, or a location added on one row and not another.
Say yes or no for each group, and which name we keep.
→ Same organization? (yes / no) · → If yes, which name should we keep?
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12 organizations
Rows for the same organization gave different addresses, emails or websites. We left the field empty rather than pick one. Some of these are probably two locations rather than a disagreement.
Pick the right one, or tell us it is two places.
→ Which is right? · → If two locations, what should each be called?
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55 lines
We turned free text like “children and teens” into set age groups. One line here can cover several people. The four we were unsure about are at the top — if you only check part of this, check those.
Correct anything we got wrong.
→ Right? (leave blank if yes) · → If not, what should it be?
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12 rows
Everything else where your sheet was ambiguous and we had to choose. Each row says what we decided and why.
Confirm, or correct.
→ OK? (leave blank if yes) · → If not, what should it be?
What happens after you send it back
- We import the people from task 1 — that is when the count moves past 395.
- We apply every correction from tasks 2 to 7 to the records already in there.
- We send you a short note saying what changed, and you check it looks right.
Two things that are not on this list
- Hand out the 260 relationships currently parked on us. Nothing in ActiveCampaign will remember they were temporary, so this one gets harder the longer it waits.
- The dates reading 1 January 2026. We imported them exactly as written. If they are a placeholder someone filled down, say so and we will clear them.