Comparison of Rubik's Cube Data Export Formats: How to Integrate CSV/TXT Screening Results with CRM? (With KK-DATA Practical Steps)
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Comparison of Mofang Data Export Formats: How to Integrate CSV/TXT Screening Results with CRM? (With KK-DATA Practical Steps)
In overseas customer acquisition and private domain marketing, batch verification of number validity, activity, and even gender information is only the first step. What truly drives conversion rates is the seamless import of screened high-quality data into a CRM (Customer Relationship Management) system or automated marketing tool. However, when faced with different export formats such as CSV and TXT, many teams encounter pitfalls in field mapping, deduplication strategies, and tool selection. This article starts with a practical comparison of Mofang Data export formats, details the applicable scenarios for CSV and TXT, provides general steps for integrating with CRM, and finally uses the KK-DATA platform as an example to demonstrate a complete pipeline: “Generate → Screen → Export → Integrate with CRM”.
Why Does the Export Format Directly Determine CRM Import Efficiency?
CRM systems typically support batch import of CSV or TXT files, but the delimiters, encodings, and column header specifications vary widely. If the screening tool’s export format is not flexible enough, you will spend a lot of time cleaning and converting data locally. Common pain points include:
- Mixed multiple fields: A screening result may contain numbers, platforms, activity, gender, and TGID. If the CRM only accepts “number + tag” two columns, you need to manually split them.
- Deduplication difficulties: The same number may be screened in different batches, leading to data redundancy if imported directly into the CRM.
- Gender/tag mapping: The gender field in the CRM may require “Male/Female” instead of “M/F”. The default export format may not match the target system.
Therefore, choosing an export format (CSV or TXT) and mastering field customization are prerequisites for smooth CRM integration.
CSV Export vs TXT Export: Scenarios, Advantages, and Disadvantages
| Dimension | CSV Export | TXT Export |
|---|---|---|
| Field Structure | Header + comma-separated values, fixed number of columns per row | Plain text, usually one number per line, or custom delimiter |
| CRM Compatibility | Most CRMs (HubSpot, Salesforce, Zoho, Fenxiang Xiaoke, etc.) natively support CSV field mapping | A few older CRMs or custom systems need TXT with one number per line for parsing |
| Readability | Can be opened directly in Excel/WPS | Requires splitting columns manually based on delimiter |
| Field Customization | Usually allows selecting which columns to export and adjusting order | Only exports fixed column content |
| Deduplication Support | Can export unique data using the platform’s own deduplication repository | Relies on CRM’s internal deduplication logic after import |
| Encoding Issues | UTF-8 with BOM works well in most Chinese environments | UTF-8 without BOM may be misinterpreted by some systems |
Scenario Recommendations
- Suitable for CSV: When the CRM supports field mapping (e.g., mapping “number” to Phone, “active days” to custom field “LastActive”); when you need to export multiple dimensions simultaneously (number + platform + activity + TGID); when you need to manually tag or filter in Excel later.
- Suitable for TXT: When you only need a pure number list to paste directly into the CRM’s “batch add contacts” text box; when the CRM can only parse one number per line; when an integration script or API requires unformatted text.
Tip
Many platforms (e.g., KK-DATA) support custom fields and format options (delimiter, header inclusion, encoding selection) during export. Always confirm your target CRM’s import specifications before exporting.
General Steps: How to Integrate Screening Results with CRM
Regardless of whether you use Mofang Data or another screening tool (like KK-DATA), the core process of integrating with CRM is as follows:
-
Determine the CRM Import Template
Log into your CRM system, find the “batch import” or “data import” function, download the official template or check the required column names (e.g.,phone,first_name,last_name,tags,notes). -
Match the Template When Exporting from the Screening Platform
If the platform supports custom export fields, select columns in the order of the CRM template. Common mappings:- Export field: number → CRM Phone
- Active (bool) → CRM tag “Active” or custom field
- Gender (M/F) → Convert to “Male/Female” and write to CRM gender field
- TGID → Optionally write to notes field
-
Handle Duplicates
Use the screening platform’s built-in “deduplication repository” (e.g., KK-DATA’s deduplication) to ensure each number appears only once, avoiding duplicate or overwrite errors during CRM import. -
Export and Download the File
Choose CSV (recommended) or TXT, and pay attention to encoding: UTF-8 (with BOM for better compatibility). -
Import and Verify in CRM
Upload the file, preview the first few rows to confirm correct mapping, then execute the import.
Practical Example: Exporting Screening Results from KK-DATA and Importing into CRM
KK-DATA is an end-to-end number screening platform supporting Telegram, WhatsApp, iMessage, and other channels, with flexible export options. The following demonstrates how to export high-quality Telegram numbers screened from active groups as CSV and import them into a hypothetical CRM (e.g., Fenxiang Xiaoke).
Step 1: Create a Screening Task and Configure Export Fields
- In the KK-DATA console, create a “Telegram Screening” task and upload the list of numbers to be tested.
- Check the screening types: “tg activated + tg active (last 7 days) + gender identification + tgid”, etc.
- Start the task and wait for completion (the platform will notify you via Telegram when finished).
Step 2: Go to Task Details and Customize Export
- On the task completion page, click “Export”.
- Choose export format: CSV.
- In the field configuration, only select the columns needed for CRM import, for example:
tgphone(number)tgidgender(original output as M/F)active_days_last_7(boolean or number of days)
- Adjust column order to match the CRM template:
phone,tg_id,gender,tags(convert active status to text). - Click Export to download the CSV file.
Step 3: Local Adjustment (if needed)
If the CRM does not accept gender abbreviations, replace M → Male and F → Female in Excel. KK-DATA also supports custom mapping before export (contact support or check the documentation for advanced features).
Step 4: Import into CRM
- Log into the CRM, go to the Contacts module, and select “Import”.
- Upload the CSV and map fields as follows:
- Column 1 → Phone number
- Column 2 → Telegram ID (notes field)
- Column 3 → Gender
- Column 4 → Tags (e.g., “Recently Active”)
- Preview to confirm correctness, then execute the import.
Result
You now have a high-quality customer data record directly usable for marketing outreach, enriched with activity, gender, and other profile tags.
Frequently Asked Questions
Q: Why are there garbled characters when exporting CSV from Mofang Data?
A: Most CRMs expect UTF-8 encoding, but if the CSV does not include a BOM (Byte Order Mark), some Windows versions of Excel or older CRMs may display garbled characters. It is recommended to select “UTF-8 with BOM” encoding during export. Platforms like KK-DATA offer this option. If your screening tool does not, you can open the file in Notepad and save it as UTF-8 with BOM.
Q: How can I directly map the gender field (M/F) in the screening results to “Male/Female” that the CRM recognizes?
A: Two approaches:
- After export, use a formula to replace (in Excel:
=IF(A1="M","Male","Female")). - Some advanced screening platforms support custom field conversion during export (e.g., KK-DATA allows configuration via customer support). If not supported, batch replace using a script after export.
Q: I exported data from both Telegram and WhatsApp. How can I distinguish the source in CRM?
A: The best method is to add a “platform” or “source” field during export. In the screening platform’s export column selection, check “platform” (if available), or add a column manually in the local CSV. When importing into CRM, map this field to “customer source” or a tag.
Q: What if there are duplicate numbers in the task and I export them and import into CRM?
A: Before submitting the screening task, use the platform’s “deduplication repository” (e.g., KK-DATA’s deduplication) to deduplicate the number list. This way, the exported file will be unique. If you have already exported duplicates, use Excel’s “Remove Duplicates” feature before importing.
Q: Does KK-DATA support TXT format? What is the difference compared to CSV?
A: KK-DATA supports both CSV and TXT formats; you can choose during export. TXT usually contains one number per line or only specific fields, suitable for strict script or third-party tool requirements. However, CSV is recommended because it provides more complete fields and better usability. For detailed differences, refer to the comparison table above.
Conclusion
Whether you are using Mofang Data or another screening tool, mastering export format selection and CRM integration logic can significantly improve customer acquisition efficiency. For team collaboration, it is recommended to uniformly use CSV with custom field export and leverage the platform’s deduplication repository to avoid waste. If you are unsatisfied with the flexibility of your current tool, consider experiencing KK-DATA’s full “Generate → Screen → Export” workflow. Its pay-per-record, no-subscription model is also quite friendly for small teams. For more advanced features, refer to the documentation or contact support at @kkdata_robot to discuss your needs.
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