Insycle Help Center
Go to Insycle
All Collections
How Tos
How Tos
Goal-oriented "how to" guides
36 articles in this collection
Written by
Chen
Bulk merge duplicate people, companies
How to merge duplicate people, companies, deals in bulk and automatically
Written by
Chen
Updated over a week ago
Format names, phones, addresses
How to format names, phones, addresses in bulk and automatically
Written by
Chen
Updated over a week ago
Standardize job titles, industries, locations
How to standardize titles, industries, locations in bulk and automatically
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
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
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
Cleanse data
How to cleanse data, one-time or automatically on a recurring basis
Written by
Chen
Updated over a week ago
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
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
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
Compare CSV to existing data
How to compare CSV to existing data and reconcile data between 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
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
Identify incomplete records
How to identify incomplete records, missing values in key fields
Written by
Chen
Updated over a week ago
Analyze data, group by stats
How to analyze data, group by stats, one-time or automatically on a recurring basis
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
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
Validate data values
How to validate data values, one-time or automatically on a recurring basis
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