Format Names, Phone Numbers, Addresses

Navigate to the Transform Data module, pick a record type, and explore the default templates for a pre-built solution.

Under Step 1, adjust the settings to filter the CRM records down to those you would like to format. This ensures you aren't trying to format fields that don't contain any data. And it is best practice to only tackle one field at a time.

In this example, records are filtered down to those with existing data in the Street Address field.

You can add any filter relevant to your use case—lifecycle stages, record creation dates, engagement triggers, etc. Insycle can use any data in your CRM in the filter step.

Click the Search button and scroll down to the Record Viewer at the bottom of the screen. You will see all records that match your filter.

You can alter the fields that appear in this preview from the Layout tab in Step 1.

Step 2, allows you to set up functions for formatting and cleaning up your data. There are pre-built functions for standardizing phone numbers, countries, states, domains, and other values, so you should explore the options in the Function dropdown.

In the above example, there are several standardizations being made to the First Name in each contact record:

• Remove whitespace from before or after the value.
• Remove salutations such as Mr or Mr. or Mrs or Mrs. 
• Capitalize the first name value.

The next example will format specific parts of the Street Address field values. The "Map Terms" Function will look for the Existing Text and if found, will change it to the New Text value. Here in the first row the bar character "|" between the Existing Text values means look for "street" or "st.".

Altogether, these rules will standardize the Street Address like this:

• Street → St
• Drive → Dr
• Avenue → Ave
• Boulevard → Blvd

Preview Changes in the CSV Report

With the filters and functions set up, you can preview the changes. It's important to verify that your formatting is working as expected before those changes are pushed to your live database.

Under Step 3, click the Review button.

In the Transform Data popup, select the Preview option.

On the Notify tab, add any additional recipients who should receive the CSV (and make sure to hit Enter after each address). You can add additional context to the subject line and email body.

On the When tab, click Run Now and select which records to apply the change to (in most cases this will be All), then click the Run Now button.

Open the CSV file from your email in a spreadsheet application and review the (Before) and (After) values for each field. For example, Last Name (Before) and Last Name (After).

Apply Changes to the CRM

If everything in your CSV preview looks correct, return to Insycle and move forward with applying the changes to the live CRM data.

Click the Review button under Step 3 and select Update Mode. 

On the Notify tab add any additional recipients, then click Next. 

On the When tab you can choose to run and apply the update now, or you can set up an automation to run the template on a set schedule. The first time you apply these changes to the CRM, we suggest you Run Now.

In the Run Now tab, you can control how many records you can run the template for.

After you've seen the results in the CRM and you are satisfied with how the operation runs, you can save all of the configurations as a template, and set up automation so this formatting operation runs on a set schedule.

By automating with a template, you'll ensure that your fields are consistently formatted on an ongoing basis. 

In Insycle, you can select pre-built functions, or build custom functions, to format and standardize any field in your CRM.

Capitalize First Name, Remove Salutations and Whitespace

Format Phone Numbers to E. 164 International Standard

Format and Standardize Street Addresses

Select the CSV File for Import

Select the Magical Import module from the left navigation, then select the database and the record type in the top menu.

Click the Choose button and select the CSV file that you would like to import. Uploading a file into Insycle does not import it to the CRM right away, instead, you can prepare the data in a variety of ways before actually importing it to the CRM.

Map CSV Columns to CRM Fields

After uploading your CSV data, Insycle analyzes your file and compares the columns in the file to fields in your CRM database.

A column is included for each field in the CSV, with the CSV Column header appearing as the top row. Then, Insycle automatically detects the matching CRM fields and maps them for you. The second row shows the mapped CRM field names.

If your CSV contains fields that are not matched to your CRM, a red exclamation point icon will show. 

These "Not Mapped" fields need to be mapped manually by clicking the dropdown and finding the appropriate CRM field. If they remain unmapped, they will not be imported. If you choose to leave these unmapped you can remove them by hovering over the column name and clicking the “X”.

Specify How to Import Values for Each Column

With all relevant fields mapped, tell Insycle how to use the data on a field-by-field basis by selecting the Import Mode, which is the third row in the table.

You can also preview and edit the import data directly in Insycle by clicking the pencil icon next to any field when you hover over it.

If a record has errors, the red exclamation point notification will be shown on the left side of the record. When you hover over the red exclamation mark, an explanation of the error will be displayed.

Records that have errors in them will not be imported. Other fields will be imported as normal.

Insycle uses Identity Fields to compare your CSV to your CRM data. Identity Fields must be "unique identifiers." This is data that would only belong to a single contact, such as email addresses, phone numbers, home addresses, or ID numbers.

For example, no other contact in the database would have Maria Hernandez's email address, phone number, or ID number listed on their contact record. If a contact record contains a match for Maria Hernandez's data in one of those fields, we know that is the contact record for Maria Hernandez.

Under Step 2 on the Import tab, select the Identity Field from the dropdown.

Select one of the Records Modes to tell Insycle how the imported data should be handled during the import process. 

• Update existing and create net new – If unable to find a corresponding record, a new record will be created in your CRM.
• Only update existing – If a corresponding record is found, it will be updated with the data from your CSV import. Records that are not matched with an existing CRM record will not be imported.
• Only create net new – Only records that can not be matched with an existing record in your database will be imported. Records that already exist in your CRM will not be updated.

You can make formatting changes and other updates to the CSV data in Insycle before it is uploaded to your CRM. 

On the Functions tab of Step 3, select the Column Name from the CSV file.

Select a Function for each column, telling Insycle how the data should be formatted when it is imported. When finished, click Apply.

In the above example, the settings will do three things:

1. Capitalize First and Last Names.
2. Format phone numbers to the E.164 international standard.
3. Standardize US states to their full name.

Explore the extensive list of options in the Function dropdown to find formatting options for any field in your CSV.

For additional control over the data you import, use the options under Step 4.

• List – Add your imported data to an existing list. Only available for HubSpot.
• Bulk Update – Update a specific field on import. For example, you could update all imported records to have the Job Title of “Founder,” regardless of the data in the CSV file.
• Associate – Associate contacts to companies, deals, and custom objects automatically when importing data. Select a CSV field and the CRM field you’d like to match it with to create associations. When using Salesforce this is known as “Link.”
• Date Format – Format dates contained within your CSV file to your preferred standard.

By default, Insycle will attempt to import all of your formatted CSV data into your database. If needed, you can select individual records for import in the Record Viewer. 

Note that changes are applied to your CRM immediately, there is no preview step. To import, click the Import X Contacts button under Step 5. 

After the import runs, the Import Result breaks down the import information—how many records you tried to import and how many succeeded, failed, were updated, deleted, or unmodified. Click the Run ID to open a CSV record of the import.

A record of these changes can be found anytime in the Activity Tracker.

After you've seen the results in the CRM and you are satisfied with how the operation runs, you can save all of the configurations as a template, to reproduce the same formatting operation in the future. 

You can select more than one Identity Field in Step 2, however, Insycle will check all the fields to match. If a single field does not match, a corresponding CRM record will not be identified as a match.

Using the Update existing and create net new setting, Insycle will fail to match many records and instead will create a new record.

If you use the Only update existing setting, you will identify far fewer existing records and much of your CSV data will not be imported because Insycle will not be able to find the correct record to update.

It is typically best to use a single identity field.

If you're using a field that is not truly unique as an Identity Field, it's likely that Insycle will identify the wrong record in your CRM as a match and won't be able to identify a record to pull data from. For instance, there could be many people with the first name "John" in your CRM, but you want to ensure that you are importing data to the correct "John" record. This is why uniqueness is key.

HubSpot's automatic phone number formatting features can conflict with Insycle's ability to format phone number fields. If HubSpot's automatic phone number formatting is turned on and you'd like to use Insycle for formatting, you'll need to revert this and un-apply the format in HubSpot.

However, it is not always simple to remove because clicking "Remove" alone will not remove this. You need to also add one space to the phone number for the "Confirm" button to be activated.

Add the space at the end of the phone number field in HubSpot, then click 'Confirm.'

Lastly, make sure to click the Save button to save the changes.

Yes. If you are having trouble figuring out how to format a specific field, contact customer support via the live chat to receive help with building your template.

Yes. While you can run the Transform Data module without one, Insycle will analyze your entire database. This is not advisable, as the operations can take a very long time for large databases. Instead, it is easier to filter your data down into small segments and use multiple templates rather than running operations for your entire database.

Yes. Ideally, you'll want to build separate templates when using Transform Data for formatting each specific field. This helps you to keep things organized and troubleshoot issues if they arise.

Yes, Insycle can help you format country codes. For more information, check this help article.