Deduplicate, Cleanse, & Import in Salesforce

Standardize fields easily with few clicks

Data is prone to inconsistencies because it’s captured by different people and via forms. It’s also imported from spreadsheets and integration systems which makes data management even harder.

Pick a field, see data variations, and bulk update to consistent values. Now data fit in buckets, and reports are more accurate and complete. For example, for Accounts standardize the Billing Country.

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Import new records or update existing one using smart matching

Need to enrich existing contacts or accounts with data from a spreadsheet? instead of the traditional wizard and batch job approach with Insycle you can interactively match, validate, map, edit, and filter, making data import a breeze.

Select a CSV file, pick any field to match new with existing records to avoid creating duplicates (email, phone, or any other), interactively map CSV columns to standard or custom fields, fix picklist validation errors, set owner simply by name, and then safely import the data.

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Fix missing data values

Do you have incomplete or missing data? there’s an easy way to identify it and collaborate with the team on fixing it.

Drag-and-drop fields to see records with missing values. Then, inline edit or share a view with the team. They’ll see the same view and be able to edit it too.

For example, identify and fix Accounts with missing Industry or Billing Country.

Cleanse data →