1.
- Open the Excel file
2.
Change the headers:
- Input_First_Name: First Name
- Input_Last_Name: Last Name
- Input_Property_Address: Property Address
- Input_Property_City: Property City
- Input_Property_State: Property State
- Input_Property_Zip: Property Zip
3.
- Get only the 5 first digits of the Property Zip column
- Use the function =LEFT(F2;5)
- Delete the original values and only keep the 5 first digits
4.
Change the headers:
- Preferred_Mailing_Address: Mailing Address
- Preferred_Mailing_City: Mailing City
- Preferred_Mailing_State: Mailing State
- Preferred_Mailing_Zip: Mailing Zip
- For all Phone_Number: Phone Number
- For all Phone0_Type: Phone Type
5.
Delete the following columns:
- Preferred_Mailing_Address2
- Preferred_Mailing_Date_First_Seen
- Preferred_Mailing_Date_Last_Seen
- Phone_Score
- Phone_Last_Seen
- Date of Death
- Date
6.
Change Headers:
- For all Email: Email
- Deceased: Estate
- Litigator: Tag
- Fail Reason: Tag
7.
- For all the distresses, change the "yes" ass "1"
8.
- For Tag column, change ""yes" for "1" and "no" for blsn
9.
- Also for Tag column, change "no" for blank
10.
- Add an extra column Tag with the vendor source (Audantic in this example)
11.
- Import the file
