Start here
Where does your old list live?
Pick the place it sits today. Each route is a short export guide that ends with a CSV or TSV file. The Desk connects to nothing and reads only what you upload.
Excel or Google SheetsSave one sheet as CSV. Two minutes.CSV or TSVGmail or Outlook contactsExport contacts, then remove staff and suppliers.Export guideCRM, booking, invoicing or trade systemMost systems have Export to CSV somewhere.Export guideEmail marketing platformKeep the unsubscribed and bounced columns. They are evidence.Export guideNot sure, or spread across placesStart with one source. The rest can wait.Start here
Then, before you upload
- Run the pre-upload checklist. Keep the evidence columns, delete the personal ones. Open the checklist
- Try a synthetic template first if you like. Invented rows that show every state. See the templates
- Stuck? Ask for help without sending a single row of your list. Assisted help
Conclusions cover only the file you upload and the suppression sources you declare. Anything not in them is not checked.