007 Screening Results Export Format Guide: Detailed Differences Between CSV/TXT and CRM Import
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KK-DATA 获客数据筛号平台官方内容团队。
007 Filtering: Complete Guide to Export Formats – CSV/TXT vs CRM Import Differences
In the customer acquisition process, 007 Filtering is only the first step—sifting through massive numbers to find valid, active leads. But what truly determines conversion efficiency is often the export and import stages after filtering. Many teams work hard to verify millions of numbers, only to encounter issues such as garbled text, duplicates, or data loss in the CRM due to wrong export format, mismatched fields, or encoding problems. This article uses the KK-DATA platform as an example to systematically explain the applicable scenarios and steps for CSV and TXT export formats, as well as how to correctly import 007 Filtering results into a CRM, avoiding common mistakes so that every cent spent on filtering turns into reachable customers.
Why Does the 007 Filtering Export Format Matter for Downstream Conversion?
The filtering result is essentially a list of numbers with additional attributes. If your goal is to directly import into a messaging tool (e.g., Telegram broadcast script, WhatsApp broadcast) or a CRM system (e.g., Salesforce, HubSpot), then the export format determines the efficiency and accuracy of subsequent work. Choosing the wrong format can lead to misaligned fields, data loss, or even the need to manually re-clean the data, wasting a lot of time.
Core Differences Between CSV and TXT
| Comparison Dimension | CSV Format | TXT Format |
|---|---|---|
| Data Carrier | Carries multiple fields (number, activity, tgid, gender, etc.) | Contains only a list of numbers (one per line) |
| Structure | Structured, with a header for each column | Unstructured, plain text only |
| Use Cases | CRM import, data analysis, multi-dimensional filtering | Quick paste into messaging tools, script batch processing |
| File Size | Relatively large | Smaller, suitable for network transfer |
| Field Mapping | Requires pre-matching CRM fields | No mapping needed, directly usable |
| Common Issues | Encoding, delimiter, field order | Deduplication, formatting (e.g., removing spaces) |
Downstream CRM Requirements for Field Structure
Mainstream CRMs (e.g., Salesforce, HubSpot) typically require fields such as name, phone, source, and tags when importing contacts. If the CSV exported from the 007 Filtering platform contains these fields (e.g., phone number, activity, gender, tgid), you can directly map them to the corresponding CRM fields, enabling efficient batch import. However, if the CRM only accepts a single column of numbers (e.g., some lightweight tools), the TXT format is more straightforward. Therefore, before exporting, you need to clarify which format your CRM supports and the expected field structure.
007 Filtering CSV Export Guide (Using KK-DATA as Example)
The KK-DATA console allows you to flexibly choose export fields and formats after a filtering task is completed. Here are the standard steps:
- Log in to the console: Visit https://app.kkdata.cc/ and go to “Task List”.
- Select a completed task: Click the “Export” button on the right side of the task.
- Choose the format: In the pop-up window, select “CSV”.
- Select export fields: The system will list all exportable fields for the task (e.g., phone number, Telegram active days, gender, tgid, wsid, etc.). Check the ones you need based on your downstream requirements. Note: the more fields, the larger the file; only select necessary ones.
- Confirm and download: Click “Export” and the file will automatically download. The default encoding is UTF-8, and the file name includes the task ID and timestamp.
If the task result exceeds 100,000 rows, it is recommended to export in batches (no more than 100,000 rows at a time) to avoid file size causing CRM import timeouts.
Confirm Field Mapping Before Export
Before exporting CSV, preview the field names in the console and map them one-to-one with the target CRM fields to avoid manual adjustments after import. See KK-DATA Documentation.
007 Filtering TXT Export: Use Cases and Steps
When to Use TXT Instead of CSV?
- Quick paste into messaging tools: Many Telegram or WhatsApp broadcast scripts only accept plain text number lists (one per line). A TXT file can be directly copied and pasted.
- Temporary deduplication or formatting: TXT files are small and easy to process in a text editor for deduplication, adding prefixes, etc.
- No additional attributes needed: If you only care whether the number is valid and don’t need activity or gender information, TXT is more concise.
Deduplication and Formatting After TXT Export
Common post-export processing for TXT includes:
- Deduplication: Use a text editor (e.g., Sublime, VS Code) sorting function to delete duplicate lines, or use the
sort -ucommand (Linux/Mac). - Formatting: Check if numbers contain spaces, parentheses, or other special characters, and clean them with regex replacements. It is recommended to keep the international format (e.g., +8613800138000).
- Batch processing: If the number volume is large, you can use Excel’s “Text to Columns” or a Python script for processing.
In KK-DATA, the steps for exporting TXT are similar to CSV: simply select “TXT” in the “Format” option. By default, each line contains one number with no additional fields.
How to Correctly Import 007 Filtering Results into a CRM?
Suppose you have exported a CSV file from KK-DATA (containing fields like phone number, active days, gender, etc.), and now you want to import it into HubSpot or a custom CRM. The correct steps:
- Match fields: In the CRM’s import process, map the CSV column headers to CRM fields one-to-one. For example:
- CSV’s “phone” column → CRM’s “Phone” field
- CSV’s “tg_active_days” column → CRM’s custom “Active Days” field
- Handle duplicate numbers: Most CRMs allow deduplication by phone number. If the CSV contains duplicate numbers (from different filtering tasks), it is recommended to use KK-DATA’s “Data Dedup Warehouse” feature to merge and deduplicate first, avoiding duplicate contacts in the CRM.
- Check encoding: If the CSV contains Chinese characters (e.g., in the gender field), ensure the CRM supports UTF-8 encoding. KK-DATA exports in UTF-8 by default, so no conversion is usually needed.
- Import in batches: For CSVs with more than 10,000 records, import in batches (e.g., 5,000–10,000 per batch) to prevent CRM timeouts or errors.
Note Encoding and Delimiter
When opening CSV in Excel, garbled text often occurs due to encoding or delimiter issues. It is recommended to use UTF-8 BOM encoding or convert to GBK via a text editor. KK-DATA exports in UTF-8 by default, adjustable in the console.
Common Errors and Troubleshooting in 007 Filtering Export
How to Handle Export Row Limit Exceeded?
- Problem: CSV file exceeds 100 MB or 500,000 rows, making it impossible to open in some CRMs or Excel.
- Solution: Before exporting, use KK-DATA’s filtering function to remove invalid data based on activity or gender; or after export, use a file splitting tool (e.g., CSV Splitter) to divide it into smaller files.
What to Do When CRM Import Field Mapping Fails?
- Problem: CRM prompts “field mismatch” or “unrecognized column name”.
- Checklist:
- Ensure the first row of the CSV contains column headers and the header names exactly match the CRM’s preset fields (e.g., “phone number” vs. “phone”).
- Confirm the CSV delimiter is a comma. Some CRMs only recognize commas, while certain export versions may use semicolons (due to Excel regional settings).
- Check for special characters; if phone numbers contain non-numeric characters (e.g., ”+”), verify if the CRM accepts them.
- Solution: Select the “CSV (Excel-friendly)” option during export (if KK-DATA offers it), or manually use a text editor to unify the delimiter to commas and remove unnecessary quotes.
Numbers Truncated (e.g., Losing Leading Zeros)
- Cause: When opening CSV in Excel, long numbers may be displayed in scientific notation, causing trailing digits to become zeros.
- Solution: Before importing into CRM, open the CSV directly with a text editor to avoid Excel’s automatic conversion; or during CRM import, specify the column format as text.
How to Choose the Best Export Format for Your Needs?
| Use Case | Recommended Format | Reason |
|---|---|---|
| Direct import into CRM (HubSpot/Salesforce) | CSV (with fields) | Supports multi-dimensional field mapping |
| Import into lightweight messaging broadcast scripts | TXT (numbers only) | Simple, fast, no parsing errors |
| Subsequent data analysis (e.g., activity ranking) | CSV | Retains all attributes, analyzable with Excel/Python |
| Cross-platform filtering (Telegram + WhatsApp) | CSV + Dedup Warehouse | Merge and deduplicate first, then export unified format |
| CRM with API support | CSV (strictly compliant) | Avoids delimiter ambiguity |
Compared to other filtering platforms (e.g., 007data, thdata, etc.), KK-DATA offers more flexible export options: supports custom field selection, UTF-8 encoding, batch export, and built-in dedup warehouse to clean duplicate numbers in advance, reducing CRM import conflicts. If you need frequent exports and have precise field structure requirements, we recommend trying KK-DATA’s CSV export feature; if you simply need a list of numbers, the TXT format is sufficient.
Frequently Asked Questions
Q: What is the essential difference between exporting CSV and TXT from 007 Filtering?
A: CSV carries multiple fields (number, activity, tgid, etc.) with clear column meanings, suitable for structured CRM import; TXT contains only a list of numbers (one per line), small in size, and suitable for quick pasting into broadcast tools or scripts.
Q: Does KK-DATA support exporting custom fields?
A: Yes. Before submitting a filtering task or on the results page, you can check the fields you want to export, such as Telegram active days, gender, wsid, etc. The specific field list depends on the console display.
Q: What if duplicate numbers appear after importing 007 Filtering results into CRM?
A: It is recommended to use KK-DATA’s “Data Dedup Warehouse” feature before export, importing multiple tasks into the same warehouse for automatic deduplication, then export. If already imported into CRM, you can deduplicate by the phone number field within the CRM or use Excel’s “Remove Duplicates” function first.
Q: Which has stronger export features, 007 Filtering or KK-DATA?
A: Both are filtering platforms with similar export methods. KK-DATA offers CSV/TXT multiple formats, supports user-customized field export, and provides a dedup warehouse and task notification features for batch management. We recommend choosing based on actual billing models (per-piece vs. subscription) and export field richness, referring to the real-time features of each platform’s console.
Q: What if the exported CSV file appears garbled in Excel?
A: When opening, select UTF-8 encoding import, or use Notepad++ to convert the file to UTF-8 BOM format before opening with Excel. KK-DATA exports in UTF-8 by default; you can contact customer service for encoding adjustment suggestions.
Try it now: Log in to KK-DATA Console to create a free filtering task and test the export formats.
Learn more: Check the export section of the Documentation.
One-on-one consultation: Contact official customer service on Telegram @kkdata_cc for customized CRM import solutions.
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