Quickly Edit and Correct Data

Use the filter to work only with the relevant records. 

In the Grid Edit module, select the database and record type from the top menu. Then explore the templates for an existing solution that may be close to what you need.

Under the Filter tab, select the Field to work with. Use the Condition to set the rule that the data in the selected field must meet.

In this example, the filter will look for records with no data in the First Name field.

Click the Search button, and the records that match this filter will load in the Record Viewer at the bottom of the page.

To change the fields that appear in the Record Viewer, click the Layout tab.

In the right column, you can search for fields to add to the layout and drag them into the left Visible Fields column. Remove fields by dragging from the Visible Fields column into the right column.

For this example, we need to include the Email field.

In the Record Viewer, look for records where the first name can easily be figured out from the email address.

Hover over the blank First Name field for a record and click on the pencil icon.

In the Edit popup, enter the name and click Save. As soon as you save, the field update is pushed to your live database.

Add the first name for all the records that include the first name in the email address and skip those that don't. 

To change the fields that appear in the Record Viewer and the Grid Edit CSV export, click the Layout tab.

In the right column, you can search for fields to add to the layout and drag them into the left Visible Fields column. Remove fields by dragging from the Visible Fields column into the right column.

With the Activity Tracker, you have a complete audit trail and history of changes made through Insycle. At any time, you can download a CSV report that lets you see all of the changes made during an import operation.

Navigate to Operations > Activity Tracker, enter "import" to search for the Magic Import module, or look for a template name, then click the Run ID for the operation.

If you are sure a value exists in your CRM but you aren't seeing it in the Record Viewer at the bottom of the page, it is often due to the Filter settings.

Here are a few things to look into:

1. Make sure there isn't anything in the filter that you didn't intend to be. This often happens if you started with an existing template.
2. Ensure that your filter is accurate and not too specific. For instance, if you are using the "is" operator in your filter, you might broaden the condition using "contains" or "starts with" to identify other records with slight differences.
3. Make sure that you have clicked the Search button.

If you still don't see the expected data, it is likely a field syncing issue.

To refresh the data in Insycle, navigate to Settings > Sync Status, select the account, and click the Refresh Accounts List button. Alternatively, you could log out of Insycle and then log back in.

For help re-syncing a specific field, contact Insycle support.