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Modules Explained
Modules Explained
Learn about the Insycle modules and their functionality
8 articles in this collection
Written by
Chen
Module Overview: Merge Duplicates
Find and merge duplicates in bulk and automatically, generate reports, run in "preview".
Written by
Chen
Updated over a week ago
Module Overview: Transform Data
Format, standardize, map, and update using functions (names, phones, address, etc.)
Written by
Chen
Updated over a week ago
Module Overview: Magical Import
Cleanse, format, deduplicate CSV before it hits your CRM. Compare CSV to CRM records.
Written by
Chen
Updated over a week ago
Module Overview: Bulk Operations
Bulk update, delete, link, associate, convert records in bulk and automatically.
Written by
Chen
Updated over a week ago
Module Overview: Cleanse Data
Explore which fields are used, see a breakdown of their values, and fix inconsistencies.
Written by
Chen
Updated over a week ago
Module Overview: Group & Update
Create updateable reports for analysis: Group by any field, view stats, update in bulk.
Written by
Chen
Updated over a week ago
Module Overview: Grid Edit
Streamline data edits, corrections, and collaboration using inline edit and templates.
Written by
Chen
Updated over a week ago
Module Overview: Data Validation
Identify records with incomplete data, share data exceptions and validations with team.
Written by
Chen
Updated over a week ago