Export a Custom CRM Data Report to Compare to or Enrich your CSV
You have data in a CSV, but you need more insight into the existing data in your CRM to compare to your CSV, analyze your CRM data, or enrich your CSV data.
With the Magical Import module, you can match CSV records to CRM records, then export selected fields from the matched records.
- Select the CSV file for comparison.
- Map CSV columns to CRM fields.
- Export CRM data for analysis, comparison, or enrichment.
Select the CSV File for Import
Navigate to Data Management > Magical Import. Select the database and the record type in the top menu.
Choose the CSV file that you would like to match to CRM records and export data from. Uploading a file into Insycle does not import it to the CRM right away.Map CSV Columns to CRM Fields
After uploading your CSV data, Insycle analyzes your file and compares the columns in the file to fields in your CRM database.
A column is included for each field in the CSV, with the CSV column header appearing as the top row. Then, Insycle automatically detects the matching CRM fields and maps them for you. The second row shows the mapped CRM field names.
If your CSV contains fields that are not matched to your CRM, a red error notification icon will show. These "Not Mapped" fields need to be mapped manually by clicking the dropdown and finding the appropriate CRM field.
Export provides a simple CSV report comparing the rows in your CSV to existing data in your CRM records.
Under Step 2, click the Export tab.
Select the Identity Field to match CSV data to records in your CRM. This should be a field where both the CSV and CRM have the same value. This needs to be a unique identifier that would only belong to a single record—such as email address, phone number, street address, or an ID number.
Note that when using an email field, Insycle will automatically cross-reference any additional email fields in the records for a match. If using a domain field, Insycle will check additional domain fields.
Then, define the Fields to Export. These are the CRM fields that you would like to pull data from to analyze, compare with your CSV data, or use for enrichment.
Click the Export button and download the CSV.
Matching records in your CSV and CRM will be identified based on the Identify Field.
If Insycle could not find a match based on your Identity Field, the Result column in the export CSV will say "No Record has a matching value."
Insycle will export all of your selected fields.
Then, you can analyze this data, compare it to your CSV, or enrich your CSV data before importing.
Tips for Exporting Data
Using the Compare feature, you can:
- Use one identify field, make sure it is a unique identifier like an ID, email, or phone number.
- Include all fields that you would like to include in the export
Insycle uses Identity Fields to export CRM data based on the values in your CSV. When selecting your Identity Field, make sure it is truly a "unique identifier." These are data points that would only belong to a single record—such as email address, phone number, street address, or ID number. For companies, it could also be company name, or company domain.
For example, no other contact in the database would have Maria Hernandez's email address, phone number, or ID number listed on their contact record. If a contact record contains a match for Maria Hernandez's data in one of those fields, you know that is the contact record for Maria Hernandez.
You can select more than one identity field, however, Insycle will check all of the fields to match. If one single field does not match, the CRM record that you would like to compare data from will not be identified. If you include six identity fields and five of them match but one does not, Insycle will not identify the record as a match.
Outside of specific use cases, it is typically best to use a single identity field.
If there are issues with a record, the red warning icon will be shown on the left side of the record. Records that have errors in them will not be imported.
To learn what the problem is and determine steps to resolve it, hover over the red exclamation mark—an explanation of the error will display.
If a field in your CRM includes dropdown values and the data included in your CSV does not match, the row will display an "Invalid picklist value" error. This value needs to be changed to match the dropdown options used in your CRM.
You can make quick fixes to the import data directly in Insycle by hovering over a value and clicking the pencil icon.
If a record in your CSV is not being matched to a CRM record and you know that it should be, there are several potential causes.
- The Identity Field you chose does not match the CSV and CRM
- You are using too many identity fields
- There is a syncing issue (trigger a full database sync or contact support to re-sync a specific field.
You can select more than one identity field. However, Insycle will check all the fields to match. If one single field does not match, the corresponding matching CRM record will not be identified and will not be deleted.
Outside of specific use cases, it is typically best to use a single identity field when using Compare.
If you're using a field that is not uniquely identifying, Insycle is likely to identify the wrong record in your CRM as a match and will not be able to identify a record to compare data from. For instance, there are probably many people with the first name "John" in your CRM, but you want to make sure that you are comparing data from the correct record for John. This is why it is important that to use uniquely identifying fields.
For general troubleshooting advice, see our article on Troubleshooting Issues.
Frequently Asked Questions
Use the Export feature when you want to see what data you already have in your CRM for the records contained in your CSV. This can help you to determine if you already have the records in your database, and if you do, what data they contain. Then, you could potentially enrich your CSV data with existing data.
Related Help Articles
- Module Overview: Magical Import
- Import New Records or Update from CSV
- Export Data on a Recurring Basis
Related Blog Articles