Magical Import allows you to import data flexibly and powerfully. You can deduplicate, cleanse, update, and standardize your data before importing it into your database. This not only ensures that critical customer data reaches your CRM but that it is clean and tidy when it does.
With Magical Import you can do the following while importing:
Map fields and save templates for future mapping
Create straightforward rules for when your data is updated, overwritten, or appended
Compare data to existing HubSpot fields
Deduplicate data while importing
Cleanse data while importing
Format and standardize
View changes in the activity tracker at any time
Using Magical Import, you can create straightforward rules to determine when your data is updated, overwritten, or appended. You’ll ensure that you are able to enforce data quality and consistency standards while importing new data with confidence.
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Key Use Cases
With Insycle, you can import data flexibly and powerfully.
First, you select your CSV file. Then you choose how that data will be used on a field-by-field level — update existing records, create new records, or do both depending on what is in your CRM database. Then you can manage your data in various ways — cleansing, formatting, standardizing, and appending data before importing it into your database.
You can save all settings using Templates. With templates, future imports will not need to be reconfigured, saving you time on all future imports. All imports are available to review at any time through the Activity Tracker.