I’m looking for an experienced CRM/data migration specialist to clean up and merge contact data from primarily ConvertKit and Thinkific, as well as CSV files, into one unified database, and then import the cleaned contacts into Circle with correct tags and access levels.
This project involves spotting duplicates (including multi-email users), organizing tags, resolving inconsistencies, and delivering a clean system I can confidently use moving forward.
If you love bringing order to chaos, you’ll thrive here.
What You Will Do
1. Build One Unified Master Database
Export all subscribers/customers from ConvertKit & Thinkific
Normalize and clean all fields (email, names, tags, purchase history, etc.)
Identify and merge duplicates (especially users with multiple emails)
Choose primary emails using clear logic
Consolidate everything into one clean, deduped master list
2. Prepare and Import Data into Circle
Set up correct tags and member categories
Import clean database into Circle
Verify correct access levels for customers
Ensure no duplicates or broken access after import
3. Tag Cleanup & Light Strategy
Clean and organize existing ConvertKit tags
Remove redundancies and conflicts
Suggest improvements only where something is clearly broken
Preserve existing structure where possible
4. Documentation & Final Handoff
At the end of the project, provide:
A short written summary of what was done
A simple “database map” explaining fields & tagging structure
A “how to maintain this going forward” guide
A Loom walkthrough showing the final system
What Success Looks Like
By mid-January, I want to have:
A clean, consolidated, accurate contact database
All duplicates resolved
Correct primary emails per person
Clear and consistent tags
Correct access levels inside Circle
Documentation that makes future maintenance easy
Who I’m Looking For
Must Have:
Very strong attention to detail
Excellent problem-solving skills
Comfortable with messy data
Comfortable making clear recommendations
Able to work independently
Clear & simple communication (Loom + email)
Technical Requirements:
ConvertKit export/import + tag/segment structure
Thinkific user/purchase data exports
Circle member import + tag/access setup
CSV cleanup, deduping, normalization
Ability to resolve multi-email duplicates
Confident building a unified dataset from multiple sources
Bonus: Airtable, Google Sheets fuzzy match, Zapier background.
Communication
Kickoff call at the start
Remaining updates via Loom/email
Midpoint check-in before exceeding estimated hours
Timeline
Project completion by mid-January.
Budget
Hourly: $50–$75/hr (open to proposals)
Please include your standard rate.
To Apply
Please answer these short questions:
Have you migrated contacts between platforms before? Which ones?
How do you identify and merge duplicates across multiple systems?
Are you comfortable making decisions on primary emails and merge logic?
Have you worked with Circle’s import + access system before?
Briefly outline your typical approach for a project like this.
Apply Now
Apply Now