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    CRM Contact Import Dedupe & Overwrite Preflight Pack

    2

    Check two local CRM contact CSVs for duplicate identities, protected-field changes, and blank overwrites before import.

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    CRM Contact Import Dedupe & Overwrite Preflight Pack

    CRM Contact Import Dedupe & Overwrite Preflight Pack

    Example session with this skill installed

    Use the included sample existing and proposed contact CSVs plus policy.json to run the local CRM import preflight. Show changed cells and any blocker. Do not connect to or change a CRM account.

    • Read your context and instructions
    • Compiled the crm contact import
    • Generated the data export

    Example CRM import preflight from the included sample files

    Status

    BLOCK. The local packet compares 2 existing rows with 2 proposed rows. It records 3 changed cells, 0 duplicate groups, and 1 issue. A person should resolve every BLOCK item and accept any REVIEW items before deciding to import.

    Contact identityFieldOldProposedDecision
    record_id:101 / ada@example.comlifecycle_stageleadcustomerREADY
    record_id:103 / sam@example.comfirst_nameSamSamuelREADY
    record_id:103 / sam@example.comrecord_id102103BLOCK

    The blocker is IDENTITY_FIELD_CHANGE on the proposed record_id for the Sam example row. Changing an identity field can point the proposed data at the wrong record, so verify the source export and correct the proposed row before import. The two READY changes are observations from the supplied data, not instructions to update a live account.

    The local run creates result.json, change-matrix.csv, duplicate-groups.csv, rollback.csv, issues.jsonl, CRM_IMPORT_PREFLIGHT.md, and evidence-receipt.json. Keep the rollback evidence with the human review packet. No CRM login, import, merge, deletion, or enrichment occurs. The tool does not guarantee a CRM vendor will accept the eventual file.

    crm-contact-import-dedupe-overwrite-pref.csv

    CSV · data export

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Identify duplicate contact identities between two local CSV files.Detect and prevent accidental blank overwrites of protected CRM fields.Generate a deterministic rollback CSV before performing a data migration.Verify the integrity of import evidence using SHA-256 hashing.

    About this skill

    This one-time local download preflights buyer-supplied existing and proposed CRM contact CSVs before any import or migration. It includes a Python CLI, local stdio MCP adapter, and companion Agent Skill. One run creates result.json, change-matrix.csv, duplicate-groups.csv, rollback.csv, issues.jsonl, CRM_IMPORT_PREFLIGHT.md, and evidence-receipt.json. The deterministic core checks duplicate identities, ambiguous matches, protected-field changes, and blank-overwrite policy; it rejects unsafe paths and malformed inputs, never overwrites an existing packet, escapes formula-active CSV cells, and binds inputs and outputs with SHA-256. Intended for CRM administrators, RevOps teams, and agencies preparing a reviewable import handoff. Requires Windows 11, Python 3.11–3.14, and authorized local files in documented schemas; optional mcp==2.2.0 for the adapter. It does not log into a CRM, fuzzy-match contacts, merge or delete records, enrich data, perform an import, or guarantee vendor acceptance.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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    Click the path to copy it. Create the folder if it does not exist yet.

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    Security scanned

    Verified clean 15 days ago

    • Passed all security checks, Safe to install

    Listed15 days ago
    Updated12 days ago

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