You can use Insycle to fix a range of data-related issues that you deal with while migrating from one CRM to another.
However, Insycle is not a tool designed for migrating data between CRMs. Instead, Insycle can help you to manage and prepare the data that you do migrate. And after the data migration is completed to automate ongoing data maintenance.
Using Insycle you can manage records (Contacts, Companies, Deals, Custom Objects) but Insycle doesn't manage notes, emails, engagements, events, and other data from CRMs.
With Insycle you can manage your data in flexible and powerful ways, improving the data quality and fixing data issues that impede a smooth migration.
Key Use Cases
- Import New Records or Update and Append to Existing from CSV
- CRM Data Grader
- How to Compare .CSV Data to Existing Records In Your CRM
- Standardize Job Titles, Industries, Location
- Format Names, Phone Numbers, Addresses
- Bulk Merge Duplicate People, Companies
- Link and Associate People to Companies
- Convert Field Type From Free-Text to Picklist
- Multi-Select Picklist Bulk Append and Subtract
Summary
While Insycle is not a tool for migrating data from CRM to another, it can be an invaluable tool for identifying and fixing a range of data issues that slow your data migration process down and make your team less effective once your migration is finished.
You can use a variety of Insycle modules to fix common issues, compare records from one platform to another, deduplicate records, and improve the quality of your data as a whole.
Additional Resources
Related Blog Articles
- The Complete Guide to Bulk Updating CRM Data Without Using Excel
- How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool
- How Insycle Solves Common Problems with HubSpot and Salesforce Integration
- How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing
- How to Import and Append to Multi-Select HubSpot Fields, In Bulk
- How to Save Time By Automating HubSpot Contact Exports & Delivery
- How to Create a Customer Data Management Plan
- How to Not Mess Up Your HubSpot Contact Record Imports
- How to Clean HubSpot Import Contacts and Improve Your ROI
Related Help Articles
- Import New Records or Update and Append to Existing from CSV
- How to Compare .CSV Data to Existing Records In Your CRM
- Standardize Job Titles, Industries, Location
- Format Names, Phone Numbers, Addresses
- Bulk Merge Duplicate People, Companies
- Link and Associate People to Companies
- Convert Field Type From Free-Text to Picklist
- Multi-Select Picklist Bulk Append and Subtract
- Activity Tracker
Additional Resources
- Insycle's HubSpot and Salesforce sync
- Insycle's HubSpot imports
- Insycle's Salesforce imports
- Customer Data Health Assessment