Sometimes, editing and correcting data in Intercom can be tedious—particularly if you have a large number of records that you would like to update.
You have to navigate to profiles, dig into the data fields, edit them, save them, and do this for every record profile that you would like to update. Either that or you export the data and make your corrections in Excel. Then you re-import and hope that there are no issues, but there often are.
With Insycle, quickly editing and correcting data in Intercom is simple yet powerful.
With Insycle, it is easy to edit and correct Intercom data by hand, while using Insycle's flexible and powerful filtering options.
To do this, use the Grid Edit module. First, you set a filter that tells Insycle what fields and records that you would like to edit, based on rules. Then Insycle loads your data in a convenient table-style editor, where you can quickly edit individual fields with ease.
Step 1: Define Filter
Quick Intercom data edits and updates are handled in the Grid Edit module.
In Step 1, you filter our database down to only those records that you would like to edit and update, based on rules.
Insycle offers numerous pre-built templates that you can select at the top of the screen. We'll be using the "Name with Symbols" template for our example.
This is our filter:
This filters your CRM down to only the fields in your database that have symbols included in the "Name" field.
With your filter set, you can view the records that meet this criteria at the bottom of the screen in the Record Viewer.
Here, you can view and select individual records for update using the checkbox next to the record.
Step 2: Edit Fields
You can quickly edit any field directly in Insycle by clicking on the pencil icon when you hover over a field.
When you click this, a textbox will appear in a popup window. It will contain the existing value, but you can edit it directly in the textbox.
You can press Enter, or click the Save option below the textbox. As soon as you save the field, the updated field is pushed to your live database.
When you are satisfied with your filter and want to save it for future data update tasks, you can add it as a new template using the "+" button, and then save it using the save disk button.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.
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Related Help Articles
- Module Overview: Grid Edit
- Bulk Update Values of Any Field
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