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