Getting Started with Data Integrity

Use this article to understand what Data Integrity monitors, how its five views fit together, and where to go for each task.

Data Integrity is an Insycle feature set that helps you monitor and improve the effectiveness of your Data Logic and Blueprints across your CRM. It addresses two main types of issues: records that a Blueprint was designed to catch but missed, and records where a Blueprint's output was correct at one time, but the database has since drifted from the Blueprint design. Data Integrity proactively identifies both types of gaps, preventing you from discovering issues only after they've already spread downstream.

Where to Find Data Integrity

Data Integrity lives in the left navigation as its own expandable section, sitting above Data Management and RevOps Acceleration.

To navigate to Data Integrity:

In the left navigation, click Data Integrity to expand it.
Select the view or module you want to open: Overview, Observability, Recommendations, Data Logic, or Blueprints.

Each of the five items has its own dedicated page, and the next section explains what each is for.

Data Integrity also appears on your Welcome dashboard (Dashboards > Welcome), which shows a card with headline numbers and the four templates most in need of attention — a quick way to check status each day as you log in to Insycle.

Views and Modules Within Data Integrity

Data Integrity is made up of three views and two modules, each serving a different part of monitoring and improving your Data Logic coverage.

Overview

The at-a-glance health check for Data Integrity, the Overview shows four headline metrics — Coverage, Records Drifting, Fields Governed, and Records Governed — each with a plain-language comparison against a prior period, along with two trend charts (Coverage Trend and Drift Trend) broken out by object type. The Overview provides a quick, high-level snapshot that can be easily scanned or screenshotted, with a link to Observability for more details.

Observability

Use the Observability view to investigate a specific Data Logic template. Observability lists every Data Logic template enabled for Observability in a table, showing its object type, records in scope, a Coverage/Unmatched/Flagged breakdown bar, a trend sparkline, a drift count, and a status badge (Stable, Needs Attention, or Regressed). Selecting a template opens a detail panel showing its Blueprint's input/output mappings, a Coverage breakdown with its own trend charts, and three tables — Coverage Gaps, Drift by Field, and Blueprint Inconsistencies — each with an action to export or analyze the underlying records.

Recommendations

The Recommendations view provides a single priority queue across all enabled templates. Recommendations takes the same three findings Observability surfaces per template — Top Opportunities (coverage gaps worth adding to a Blueprint), Top Output Drift (fields drifted from their assigned Blueprint output), and Top Blueprint Inconsistencies (Blueprint rows with contradictory logic) — and flattens them across all templates, ranked by actual record count rather than organized per template. Each row includes a Review button that opens the relevant template in the Observability view.

Data Logic

The Data Logic module defines how a Blueprint's logic is matched to your CRM fields and applied to your records. Data Logic controls input mapping, output mapping, update conditions, and filtering, and is where you configure, run, and schedule the templates that Data Integrity monitors. A template becomes observable — tracked across Data Integrity's reports — by turning on its Observability toggle in the template toolbar. See Module Overview: Data Logic for the complete configuration reference.

Blueprints

Blueprints are the CSV-based tables that store the actual business logic — the conditions and outcomes a Data Logic template applies. From the Blueprints page, you can create a new Blueprint by uploading a CSV or generating one with AI; Blueprints are versioned and managed independently of Data Logic, so the same Blueprint can be reused across multiple templates. See Blueprints for details on authoring and versioning a Blueprint CSV.

How Data Integrity Measures Coverage and Drift

Coverage tells you whether a record is actually being handled by your Data Logic logic — a record has Coverage when it matched a Blueprint row and received that row's output values.

Drift tells you whether a record's output still reflects what your logic assigned — a record has Drift when it previously matched a Blueprint row correctly, but the field has since changed to something else, so what's in your CRM no longer matches what Data Logic wrote.

Both come from the same underlying process. Every time your CRM data flows into Insycle — on every sync and every time an update operation runs — an ingestion cycle evaluates the in-scope records of your observable Data Logic templates (templates with Observability turned on) against their Blueprints.

Only records found by an observable template's filters are evaluated at all — these are your Records Governed. Records outside that scope aren't checked, so nothing about them will ever appear in a Data Integrity report. Within that governed population, each record lands in one of three states:

Coverage — The record matched a Blueprint row.
Unmatched — The record's values didn't match any Blueprint row. These are your coverage gaps.
Flagged — The record is set aside because applying the Blueprint to it would create an inconsistency, typically when a field is used as both an input and an output and the value the Blueprint would write isn't recognized by any input row.

Coverage and Drift trend charts, on both Overview and Observability, are built from a daily rollup of these per-record results, so any number you see can be traced back to a specific population of real records rather than an estimate.

Additional Resources

Frequently Asked Questions

Check out the Data Logic & Blueprints FAQs to find answers to common questions about creating, editing, and applying Data Logic and Blueprints.

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