How to Analyze and Understand Your Data
Processes such as deduplication and standardization often require that you know what is in your database so that you can design templates that catch all potential variations.
With Insycle's Grid Edit module, you can filter your data in advanced ways using any field in your database, and gain insights by choosing fields to view and analyze.
- Set up a filter to view only relevant data.
- Configure the layout to show the needed fields.
- Analyze the records and fields.
1. Filter Your Data
Say you've run a merge duplicates operation but there are still some duplicates in the CRM, so you want an easy way to troubleshoot.
To learn what might be the cause, navigate to Data Management > Grid Edit, and select the object type that you would like to examine.
Set up a filter using fields and values from a specific problem record.
In this example, to understand why a duplicate contact didn't merge, we're filtering using the unmerged contact's first and last name values.
2. Set Your View Layout
Choose fields that will help you understand what may be going wrong by clicking the Layout tab.
Click and drag fields to the left side of the screen to include them in the results and any exports.
On the Filter tab, click the Search button. Insycle will show the records that match your criteria in the Record Viewer, below the filter.
3. Analyze Your Records
When you review the records, you may discover missing or inconsistent values in a key field. In our example, blank Company Name values could explain why the records weren't being identified as duplicates.
Continue to review the fields and values to determine another criteria you could use to solve the problem. In this example, the Phone Number could be a good field for matching.
If you need to see additional fields to gain more insight, return to the Layout tab.
Optionally, Export the Data
To export your records for reporting or further analysis, click the Export button just below the filter.
You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or with HubSpot, integrating with Workflows. You can view all scheduled automations on the Automations page on your dashboard.
Customer Data Health Assessment
The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them. Here, you can keep an eye out for issues in your data and fix them with a few button clicks.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.
Related Help Articles
- Quickly Edit and Correct Data
- Module Overview: Grid Edit
- How To Troubleshoot When Things Don't Work as Expected
- Bulk Update Values of Any Field
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