Data Management

Bulk data import into the CRM CRM data export Data migration into the CRM

Because data is at the heart of the intelligence generated by your information system, Cirrus Shield provides the tools to import, export, integrate, clean, and manage the quality of your data.

Data Import

Two tools facilitate the import and integration of third-party data into Cirrus Shield. The data import wizard allows for importing Excel (CSV format) files in a few clicks, with results sent by email for error correction. The “Data Manager” is a command-line tool for batch import or synchronization, capable of handling millions of data points for integration.

Data Quality Management

Cirrus Shield enables data quality management by defining a uniqueness field for each module. For instance, if email is set as the uniqueness field for the Contact module, it will prevent duplicate emails from being imported or created. The system also includes a data deduplication wizard that lets users select fields to search for duplicates and choose which data to keep during a merge.

Data Export

Filtered views can be exported in CSV format, which can be opened in Excel or used to import data into another system. Reports are exportable in Excel format. The data manager also allows for bulk data export via command line for batch mode integrations.

Data Integration

Cirrus Shield offers several options for data integration. The data manager provides batch mode integration via command line. The REST API allows for real-time integration, either directly or through middleware like the open-source Myddleware. Additionally, some applications such as WordPress and Sendinblue are natively integrated with Cirrus Shield.