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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Invalid donor email addresses and phone numbers kill Salesforce imports before they start. One malformed email or phone number that’s too long can cause your entire donor contact import to fail.
Here’s how to validate donor contact information before it reaches Salesforce , preventing failed imports and maintaining data quality.
Validate donor contact data before import using Coefficient
Coefficient enables comprehensive data validation by leveraging Google Sheets’ formula capabilities before exporting to Salesforce. This prevents the failed imports and data quality issues that occur when invalid donor contact information reaches your CRM.
How to make it work
Step 1. Import your Excel donor data into Google Sheets.
Upload your Excel file to Google Sheets to access the validation formulas and conditional formatting features you’ll need for data cleaning.
Step 2. Create email validation columns using Google Sheets formulas.
Add a validation column next to your email data using =ISEMAIL(A2) or regex patterns like =REGEXMATCH(A2,”^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}$”). This returns TRUE for valid emails and FALSE for invalid ones.
Step 3. Set up phone number formatting validation.
Use =REGEXREPLACE(B2,”[^0-9]”,””) to strip formatting and check length, or =LEN(REGEXREPLACE(B2,”[^0-9]”,””))<=15 to ensure phone numbers meet Salesforce's field length requirements.
Step 4. Create required field validation checks.
Add validation for required fields using =IF(ISBLANK(C2),”Missing”,”Valid”) to identify donor records missing essential information like first name or last name.
Step 5. Use conditional formatting to highlight validation errors.
Apply conditional formatting to highlight cells where validation formulas return FALSE or “Missing”. This makes data quality issues immediately visible for manual review.
Step 6. Set up conditional exports based on validation results.
In Coefficient’s export settings, use conditional exports that only process rows where all validation columns return TRUE. This ensures only clean donor data reaches Salesforce.
Step 7. Preview validated data before export.
Coefficient’s export preview shows exactly which donor records will be exported after validation filtering, giving you confidence that only quality data will be imported.
Import only clean donor data
Pre-import validation eliminates the “invalid email format” and “phone number too long” errors that commonly derail donor contact imports. With automated validation and conditional exports, your donor data quality improves dramatically. Try Coefficient to see how much cleaner your donor imports can be.
