Comparing CSV Data Alongside CRM Values

Both Compare (Preview) and Export features of Magical Import generate a read-only CSV report based on the rows in your initial CSV, search for matching records in your CRM, and include the corresponding field data in the report. The difference is in what is included in each report:

• Use Compare (Preview) to view your CSV values side by side with the corresponding CRM values. This lets you preview potential changes to existing records before importing, and identify data in your CSV that doesn't yet exist in your CRM.
• Use Export to select specific CRM fields to include in a report — for example, to gather additional data for analysis or to bring into another tool. 

Your CSV needs to include only the fields used in your Matching Criteria, plus a column for each CRM field you want to retrieve and compare against. Insycle searches for matching CRM records and pulls the field data you specify.

Once you've configured your Data Mapping and Matching Criteria, you can choose which CSV rows to include in the comparison. By default, Insycle compares every row in your CSV. To compare only specific records, return to the Preview and check the boxes beside the records you want to include. Leave all checkboxes blank to compare every record.

The image above shows the Preview panel in the Magical Import module, with the Filter set to "Show Only Valid Rows." The CSV Column header row displays Account ID, Company Domain Name, Industry, and Country/Region. An arrow points to a checked checkbox next to row 27, and row 28 is also checked, while the other visible rows remain unchecked, illustrating how to select specific records for the operation.

Running a comparison generates a read-only CSV report showing how your CSV data lines up against existing CRM records, without changing any data.

1. At the bottom of the Magical Import page, under Action to take with the CSV, select the Compare (Preview) tab.
2. Click the Compare button to run the comparison.

The report shows:

• How many contacts from your CSV are net-new versus already existing in your database.
• CSV data side by side with the corresponding CRM data, so you can preview how your CSV would update existing records.
• Unsubscribe status checked against your CRM database.

The image above shows the "Action to take with the CSV" panel in the Magical Import module, with the Compare (Preview) tab selected. A checkbox to email the CSV report to an address is checked, and a "Compare 23 Companies" button appears below.

After you confirm, the emailed export shows which CSV rows matched records in your database, along with the exported CRM field data.

The Result column may show:

• Compared - A match for the CSV row was found in the CRM
• Not Compared - An issue prevented a clean match, so the CRM data fields are empty 
• Failed - An issue prevented a clean match. The Message column provides details so you can troubleshoot

Each column from your initial CSV appears next to the matching CRM column. CSV columns appear side-by-side with the mapped CRM fields:

• [CRM field name] (Before) shows the existing data in your CRM
• [CSV column name] (After Update) shows the column data from the CSV

The image above shows a portion of the exported Compare CSV report from the Magical Import module, with columns for Result, Message, Row, ID, Deeplink, Company name (Before), Company name (After Update), Company Domain Name (Before), and Company Domain Name (After Update). Two Result values appear: "Compared," where a matching CRM record was found, and its ID and Deeplink are populated, and "Not Compared," where no matching record was found, and the ID and Deeplink are blank. All visible rows show "Succeeded" in the Message column. The Before and After Update columns show the existing CRM value alongside the CSV value.