Module Overview: Data Validation


Raising the bar for data quality in your CRM starts with knowing what you do or don't have in your database. For instance, identifying records that are missing key fields is critical for the data enrichment process.

With Insycle's Data Validation module, identifying missing data and adding values on the fly is quick and painless.

Key Use Cases

How It Works

Use the Data Validation module to find records that are missing one or more field values.

Powerful filtering options let you segment records to view and clean up problem areas. Records that meet these criteria load in a convenient table-style editor, where you can quickly edit individual fields. As soon as you click Save, the field update is pushed to your live database.

The list of records missing data can be exported once or on a continuous, set schedule, delivered directly to your or a teammate's inbox. 

Step-by-Step Instructions

1. Select Fields to Analyze for Missing Data

Navigate to Data Management > Data Validation, and 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.

On the Incomplete tab, select the field(s) to check for missing values. 

If you select multiple fields, Insycle will look for records that are missing values in either field. So in the example below, records could be missing just the First Name, just the Last Name, or both.


Click Analyze to see the records with missing values at the bottom of the page in the Record Viewer


2. Enter Missing Values One by One or in Bulk via CSV

You can update records directly, one at a time, in the Record Viewer. To add a missing value, hover over a blank field and click the pencil icon.


In the Edit popup, enter the value and click Save. As soon as you save, the field update is pushed to your live database and the record will disappear from the list.


Alternatively, you can export all the results as a CSV, making it easy to analyze the missing data and potentially enter all the missing values. Then you can reimport the file from the Magical Import module.

To export the data, click the Export button below the field selector.


In the Export popup, select New File and click Next.


On the Email tab, enter additional email addresses (hit Enter after each), a Subject, and a Description.

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 update the missing field data. Then update your existing records from the CSV using the Magical Import module.

Advanced How-Tos

Set Up a Filter to Narrow Results

While you can use the Data Validation module without filtering your data, this means Insycle will analyze your entire database. You can filter your data using any field.

There are a few reasons you may want to apply a filter:

  • You want to focus only on a specific segment of records.
  • If you have hundreds or thousands of records that are missing values, it is more efficient and manageable to filter your data down into small segments rather than running operations for your entire database.
  • There may be an overwhelming number of results. If you are trying to analyze your data, adding a filter or narrowing filter criteria lets you work with a relevant, reasonably sized subset of data.

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 to be included in the Record Viewer results and exported CSV.


Adding Extra Fields to the Layout

To see more information for each of the records, you can change the fields that appear in the Record Viewer and 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. Drag and drop fields in the Visible Fields column to reorder them, and remove fields by dragging from the Visible Fields column into the right column.


Schedule Automated Exports

Return to the Template menu at the top of the page and click Copy to save your configurations as a new template. Then click the pencil to edit your new template name.


On the Incomplete tab, click the Export button. 


In the Export popup, select New File and click Next.


On the Email tab, enter additional email addresses (hit Enter after each), a Subject, and Description. The CSV export will be attached to this email whenever it is generated.

On the When tab under Automate, set up the frequency your CSV should automatically be exported—hourly, daily, weekly, or monthly.


Data that matches your set filter will be automatically exported and emailed to you or your team on a set schedule, improving data collaboration and helping you keep an eye on the most important customer data.

To revisit your scheduled automation, navigate to Operations > Automations and search by the template name.

Additional Resources

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