Getting Started with RowTidy: Your First Excel Cleaning in 5 Minutes
Learn how to get started with RowTidy for Excel cleaning. Follow this step-by-step guide to clean your first Excel file in 5 minutes.
Getting Started with RowTidy: Your First Excel Cleaning in 5 Minutes
Getting started with RowTidy is simple. In just 5 minutes, you can clean your first Excel file and see the power of AI-powered data cleaning. No complex setup, no technical skills required—just upload, review, and download clean data.
This guide walks you through getting started with RowTidy, from creating your account to cleaning your first file.
Why Start with RowTidy?
Quick Benefits
- Fast Setup: Account created in 1 minute
- Easy to Use: No technical skills needed
- Immediate Results: Clean your first file in 5 minutes
- Free Trial: Try without commitment
- Instant Value: See time savings immediately
What You'll Achieve
- Clean Excel files automatically
- Remove duplicates intelligently
- Standardize formats consistently
- Validate data accurately
- Save hours of manual work
Step 1: Create Your Account (1 Minute)
Sign Up Process
Option 1: Email Sign Up
- Go to rowtidy.com
- Click "Sign Up" or "Get Started"
- Enter your email address
- Create a password
- Click "Create Account"
Option 2: Google Sign Up
- Go to rowtidy.com
- Click "Sign Up with Google"
- Select your Google account
- Authorize RowTidy access
Time: 1 minute
Result: Account created, ready to use
Account Verification
- Check your email for verification link
- Click verification link
- Account activated
- Ready to start cleaning
Step 2: Prepare Your Excel File (1 Minute)
File Requirements
Supported Formats:
- .xlsx (Excel 2007+)
- .xls (Excel 97-2003)
- .csv (Comma-separated values)
File Size:
- Maximum: 50 MB
- Recommended: Under 10 MB for fastest processing
File Preparation Tips
Best Practices:
- Ensure data has headers in first row
- Remove empty rows at top
- Keep data in single sheet (if multiple sheets, use first)
- Save file before uploading
Example File Structure:
| Name | Email | Phone | Company |
|-------------|-------------------|--------------|-------------|
| John Smith | john@email.com | 555-123-4567 | Acme Corp |
| Jane Doe | jane@email.com | 555-987-6543 | Tech Inc |
Time: 1 minute
Result: File ready for upload
Step 3: Upload Your File (30 Seconds)
Upload Methods
Method 1: Drag and Drop
- Open RowTidy dashboard
- Find upload area
- Drag Excel file from your computer
- Drop into upload area
- File uploads automatically
Method 2: Click to Upload
- Open RowTidy dashboard
- Click "Upload File" button
- Select file from your computer
- Click "Open"
- File uploads automatically
Upload Progress:
- Small files (< 1 MB): 5-10 seconds
- Medium files (1-10 MB): 10-30 seconds
- Large files (10-50 MB): 30-60 seconds
Time: 30 seconds
Result: File uploaded, processing begins
Step 4: Review AI Suggestions (2 Minutes)
What RowTidy Detects
Automatic Detection:
- Duplicate entries
- Format inconsistencies
- Invalid data (emails, phones, dates)
- Missing values
- Data quality issues
Review Interface
Suggestion Panel Shows:
- Number of issues found
- Types of issues detected
- Preview of suggested fixes
- Quality score
Example Suggestions:
- "45 duplicate entries found"
- "120 format inconsistencies detected"
- "23 invalid email addresses"
- "Overall quality: 78% → 99% after cleaning"
Review Options
Option 1: Accept All
- Click "Accept All Suggestions"
- All fixes applied automatically
- Fastest option
Option 2: Review Individually
- Review each suggestion
- Accept or modify as needed
- More control
Option 3: Customize Rules
- Adjust cleaning rules
- Set custom preferences
- Fine-tune cleaning
Time: 2 minutes
Result: Cleaning rules configured
Step 5: Apply Cleaning (30 Seconds)
Start Cleaning
Process:
- Click "Clean Data" button
- RowTidy processes file
- Progress bar shows status
- Completion notification appears
Processing Time:
- Small files (< 1,000 rows): 10-30 seconds
- Medium files (1,000-10,000 rows): 30-60 seconds
- Large files (10,000+ rows): 1-3 minutes
What Happens:
- Duplicates removed
- Formats standardized
- Data validated
- Quality improved
Time: 30 seconds
Result: File cleaned, ready for review
Step 6: Review and Download (1 Minute)
Review Cleaned Data
Preview Options:
- View cleaned data in browser
- Compare before/after
- Check quality improvements
- Verify changes
Quality Metrics:
- Quality score: 99%+
- Duplicates removed: Count shown
- Issues fixed: Summary provided
- Records processed: Total count
Download Options
Download Formats:
- .xlsx (Excel format)
- .csv (CSV format)
- Original format preserved
Download Process:
- Click "Download" button
- Select format (if multiple options)
- File downloads to your computer
- Ready to use
Time: 1 minute
Result: Clean file downloaded
Your First Cleaning: Complete!
What You've Achieved
Time Saved:
- Manual cleaning: 2-4 hours
- RowTidy cleaning: 5 minutes
- Savings: 115-235 minutes (96-98% reduction)
Quality Improved:
- Before: 75-85% quality
- After: 99%+ quality
- Improvement: 14-24 percentage points
Issues Fixed:
- Duplicates removed
- Formats standardized
- Data validated
- Quality improved
Next Steps: Advanced Features
Feature 1: Save Cleaning Recipe
Create Reusable Recipe:
- After cleaning, click "Save Recipe"
- Name your recipe
- Recipe saved for future use
- Apply to similar files instantly
Benefit: Clean similar files in seconds.
Feature 2: Batch Processing
Process Multiple Files:
- Upload multiple files
- Select all files
- Apply same recipe
- Process all at once
Benefit: Clean entire folder in minutes.
Feature 3: Schedule Automation
Set Up Automated Cleaning:
- Create recipe
- Set schedule (daily, weekly, monthly)
- Connect data source
- Automatic cleaning
Benefit: Hands-free automation.
Common First-Time Questions
Q1: Is my data secure?
Answer: Yes. RowTidy uses enterprise-grade security:
- Data encrypted in transit and at rest
- Files processed securely
- No data shared with third parties
- GDPR and SOC 2 compliant
Q2: What file sizes are supported?
Answer:
- Maximum: 50 MB per file
- Recommended: Under 10 MB for fastest processing
- Large files: Supported, may take longer
Q3: Can I undo changes?
Answer: Yes. RowTidy shows preview before applying:
- Review all changes first
- Download original if needed
- Changes only applied after approval
Q4: How accurate is the cleaning?
Answer: Very accurate:
- 98-99% accuracy rate
- AI learns from corrections
- Improves over time
- Preview before applying
Q5: What if I need help?
Answer: Multiple support options:
- In-app help center
- Email support
- Video tutorials
- Documentation
Tips for Best Results
Tip 1: Start with Sample File
Test with small sample first:
- Understand the process
- See results quickly
- Build confidence
- Then scale up
Tip 2: Review Suggestions
Take time to review:
- Understand what will change
- Verify suggestions are correct
- Adjust if needed
- Learn from results
Tip 3: Save Recipes
Create reusable recipes:
- Save time on similar files
- Maintain consistency
- Build recipe library
- Share with team
Troubleshooting
Issue: Upload Fails
Solutions:
- Check file size (max 50 MB)
- Verify file format (.xlsx, .xls, .csv)
- Try different browser
- Check internet connection
Issue: Processing Slow
Solutions:
- Large files take longer (normal)
- Check file size
- Be patient (usually 1-3 minutes)
- Contact support if > 5 minutes
Issue: Results Not Expected
Solutions:
- Review suggestions before applying
- Adjust cleaning rules
- Try different recipe
- Contact support for help
Success Checklist
After your first cleaning, you should have:
- ✅ Account created
- ✅ File uploaded successfully
- ✅ Suggestions reviewed
- ✅ Cleaning applied
- ✅ Clean file downloaded
- ✅ Quality improved
- ✅ Time saved
Related Guides
- How CRM Professionals Clean Excel Data with RowTidy →
- Automated Excel Cleaning Workflows →
- Excel Data Quality Improvement →
Conclusion
Getting started with RowTidy takes just 5 minutes. Create your account, upload a file, review suggestions, apply cleaning, and download clean data. The process is simple, fast, and delivers immediate value through time savings and quality improvements.
RowTidy makes Excel cleaning accessible to everyone, with no technical skills required and immediate results.
Get started now - try RowTidy free.