How do I reformat my Deltek Vision CRM export?

To reformat my Deltek Vision CRM export so that I can successfully import contact lists into Zift123 complete the following steps and upload the list.

  1. In Microsoft Excel, clear all formats by selecting Clear> Clear.
  2. Remove any contacts without an email address.
  3. Use text to columns feature in MS Excel to break up fields with multiple email addresses into single email addresses.
  4. Removed invalid email addresses using remove duplicates feature in MS Excel to de-dupe list. 
  5. Removed role based email addresses (admin@, infor@, etc.).
  6. Remove the line breaks on the header row. If the list does not upload, delete the header row and re-add it deleting all unnecessary columns.
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