How Tos

Bulk Merge Duplicate People, Companies

How to merge duplicate people, companies, and deals in bulk, automatically

Written by Chen
Updated over a week ago

Format Names, Phone Numbers, Addresses

How to format names, phones, addresses in bulk and automatically

Written by Chen
Updated over a week ago

Standardize Job Title, Industry, State and Country, or any other Free-Text Field

How to standardize job title, industry, state and country, or any other free-text field in bulk and automatically

Written by Chen
Updated over a week ago

Import New Records or Update From CSV

How to import new records or update and append to existing from CSV

Written by Chen
Updated over a week ago

Link and Associate People to Companies

How to link and associate people and companies in bulk and automatically

Written by Chen
Updated over a week ago

Associate Contacts, Companies, Deals from CSV by Matching Property Values

How to associate Contacts, Companies, Deals from CSV by matching property values

Written by Ryan Bozeman
Updated over a week ago

Bulk Update Values of Any Field

How to bulk update field values, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Compare CSV Data to Existing Records In Your CRM

Compare import data to existing data in your CRM

Written by Ryan Bozeman
Updated over a week ago

Cleanse Data

How to cleanse data, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Associate or Link Parent-Child Companies, Create Accounts Hierarchy and Relationships

How to link parent companies to subsidiary companies and accounts in bulk and automatically

Written by Chen
Updated over a week ago

Bulk Clear Values From Field

How to bulk clear values from field in bulk and automatically

Written by Chen
Updated over a week ago

Multi-Select Picklist Bulk Append and Subtract

How to append and subtract values from multi-select picklist fields, in bulk, automatically

Written by Ryan Bozeman
Updated over a week ago

Customize Bulk Deduplication Using Exclusions and Pre-defined Masters

How to customize bulk deduplication logic with exclusion lists and pre-defined merge master selections.

Written by Chen
Updated over a week ago

Solve Salesforce and HubSpot Sync Issues

How to solve Salesforce and HubSpot sync issues in bulk and automatically

Written by Chen
Updated over a week ago

Bulk Delete from CSV

How to bulk delete records that match CSV values, for example, list of bounced contacts

Written by Ryan Bozeman
Updated over a week ago

Track and Monitor Data Quality

How to track and monitor data quality, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Alerts About Business Validation Exceptions

How to get alerts about business data validation exceptions automatically

Written by Chen
Updated over a week ago

Export Data on a Recurring Basis

How to export data on a recurring basis automatically

Written by Chen
Updated over a week ago

Quickly Edit and Correct Data

How to quickly edit and correct data using inline edit and templates

Written by Chen
Updated over a week ago

Create Reports and Track Metrics

How to create reports and track metrics, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Convert Field Type From Free-Text to Picklist

How to convert field type from free-text to picklist

Written by Chen
Updated over a week ago

Search Like You Never Imagined Possible

How to search using sophisticated methods not available in CRMs

Written by Chen
Updated over a week ago

Bulk Assign Owner

How to bulk assign owner and route leads, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Explore Database Fields and Values

How to explore database fields, see a breakdown of values, and bulk update.

Written by Chen
Updated over a week ago

Map Values From One Field to Another

How to map values from one field to another, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Conditional Bulk Update if Value=x Then Set It To=y

How to bulk update a field based on it the current value. If "New York" set to "US", if "London" set to "UK".

Written by Chen
Updated over a week ago

Consolidate and Retire Legacy Fields

How to consolidate and retire legacy fields

Written by Chen
Updated over a week ago

Custom ETL

How to build and implement custom ETL, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Standardize Deal Name Format Using Values From Multiple Fields

How to standardize deal name format by combining multiple field values, in bulk and automatically

Written by Ryan Bozeman
Updated over a week ago

Identify Incomplete Records

How to identify incomplete records, missing values in key fields

Written by Chen
Updated over a week ago

Email and Phone Validation

How to validate emails and phone numbers

Written by Ryan Bozeman
Updated over a week ago

Analyze Data, Group By Stats

How to analyze data, group by stats, and explore values in your fields

Written by Chen
Updated over a week ago

Collaborate With Your Team About Data

How to collaborate with your team about data using templates

Written by Chen
Updated over a week ago

Declutter and Purge Low-Quality Data

How to declutter and purge low-quality data, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Prepare Data for BI

How to prepare data for BI, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Fix Data Inconsistencies

How to fix data inconsistencies, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Bulk Delete Records

How to bulk delete records, in bulk and automatically

Written by Chen
Updated over a week ago

Validate Data Values

How to validate data values, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Copy or Move Values Between Fields

How to copy or move values from one field to another, in bulk and automatically

Written by Chen
Updated over a week ago

Enrich Contact and Company Information

How to enrich contact and company information, one-time or automatically on a recurring basis

Written by Chen
Updated over a week ago

Migrate from One CRM to Another

How to migrate from one CRM to another

Written by Chen
Updated over a week ago

Sync Data Between CRMs

How to sync data between CRMs

Written by Chen
Updated over a week ago