Insycle search features

Effective data management requires an audit trail. You need to make sure that you can identify where data management issues arise, audit your data, rollback changes, and keep track of what is happening through Insycle.

With Insycle's Activity Tracker, you have a complete audit trail and history of changes made through Insycle, even changes run in Preview Mode.

Table of Contents

Quick Summary

The Activity Tracker lets you track and review all changes made through Insycle in one place.

Every operation made through Insycle has a Run ID which is a unique identifier for that operation. You can download a CSV that provides a full audit trail for every change made through Insycle.

Use the Run ID when you reach out to Insycle support with any questions, or to collaborate with your team by referencing a set of data updates.

Activity Tracker: Basics

The Activity Tracker is where you can track and review all changes made to your data through Insycle, both for live updates and preview runs.

Every operation that is run through Insycle is viewable here, along with a range of data points about each operation.

When each operation is run, a Run ID is produced.

Clicking that Run ID downloads a CSV file that lets you see all of the changes that were made in a given run. You'll have a before and after view of the data in the records and fields that were affected.

Last Name Before and After

The CSV report includes:

  • Record ID

  • Record Name

  • Deeplink to the record in the native CRM

  • Values "before" and "after" the operation

  • Additional fields based on the specific modules and selection.

Audit Trail

An audit trail of every operation is stored and accessible at any time.

The Activity Tracker includes information and statistics about every operation:

  • Timing Information:: Start, sinish, and duration times for each operation

  • Record counts: Total, succeeded, failed, updated, created, deleted, unmodified

  • Usage info: User, app, account, module, record type, template

  • Type: Manual vs. automated operation

  • Mode: Preview or Update

  • Recipe: hover to see the corresponding Recipe Run ID, when applicable

History

In the Activity Tracker, click on the relevant Run ID to download a CSV report of the records affected by that operation.

The CSV report includes:

  • Record ID

  • Record Name

  • Deeplink to the record in the native CRM

  • Values "before" and "after" the operation

  • Additional fields based on the specific modules and selection.

"Preview" and "Sync" Operations

Operations run in "preview" mode are also tracked in the Activity Tracker. You can also view data syncs between your CRM and Insycle. Click to toggle "Show Preview" and "Show Sync" in the top right corner to show those operations.

Revert, Undo, and Rollback Operations

In order to revert or undo changes made in an operation, download the CSV that corresponds to that Run ID.

Using the Magical Import module, map the Record ID and "Before" columns, discard the "After" columns, and upload the relevant records to the CRM.

Related Blog Articles

Related Help Articles

Additional Resources

Did this answer your question?