DOOD SYSTEM — CRM FIELD MAPPING WORKSHEET
Owner:
Source snapshot date:
Target CRM:

Repeat for each source column:
Source sheet and column:
Target record type (contact / company / opportunity / activity):
Target field:
Data type and allowed values:
Required? Why?
Blank-cell handling:
Transformation (dates, phone numbers, casing):
Matching / deduplication rule:
External source identifier:
Access restriction:
Reviewer:

TRIAL IMPORT RECONCILIATION
Source row count:
Accepted rows:
Rejected rows and reasons:
Ambiguous matches requiring review:
Owner and deadline for each exception:
Approval to proceed: