Dates are a critical component of your CRM data. They help CRM systems create timelines and appropriately organize data. However, when importing date values into a CRM, issues may arise with inconsistent date formats across data sources, time zone discrepancies, incompatible date values, and challenges in handling combined date and time data.
Insycle's Magical Import module matches and identifies data fields using a variety of formats and allows you to reformat dates before the data is imported into your CRM. By ensuring that date information is accurate and consistent during the import process, you can maintain data integrity, enable reliable reporting and analytics, and ensure that your CRM system functions as intended.
Date Format Matching
In the Magical Import module, when date values are detected in a CSV, Insycle will decide which format is being used and make the values consistent when importing.
Insycle will recognize the following date formats:
- Date time with timezone: 2018-07-19T23:25:45.671-0400
- Date time in UTC timezone: 2018-07-19T10:15:30Z
- YYYY-MM-DD HH:MM:SS
- Date (YYYY-MM-DD): 2018-07-19 or 2018/07/09
- Date (M-D-YYYY): 07-19-2018 or 7/19/2018
All the above formats work with and without the - or / symbols.
Select Date Format on Import
You can override this automatic standardizing using the Date Format tab under Step 4, which allows you to reformat dates before the data is imported into your CRM.
Additional Resources
Related Help Articles
- Module Overview: Magical Import
- Cleanse Data
- Explore Database Fields and Values
- Import New Records or Update From CSV
Related Blog Posts
- 5 Steps for CRM Data Standardization
- How to Create a Customer Data Management Plan
- Standardize State & Country Fields That Break HubSpot Salesforce Sync