Hubz.

Data / Quality, import and export

CRM data management, import and export

Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.

PRODUCT VIEW

See how it works.

Incomplete or scattered data can undermine even a well-designed sales process. Hubz data-quality tools make reviewing and correcting missing CRM information visible work. Import and export tools support migration and record organization, with source fields, required mappings and validation needs assessed before starting.

Hubz.Workspace / Data managementDK
EXPLORE THE PRODUCT

Data management

Sample view

Record A

NameDeniz Kaya
EmailContact information
CompanySample company

Record B

NameD. Kaya
EmailContact information
CompanySample company
Review the records first

External research and contact-verification credits are not included in CRM subscriptions.

01Assess the source
02See what is missing
03Organize migration and use
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

DETAILED FEATURE GUIDES

Explore the features in this module.

Data qualityReview contact and company duplicate groups, missing fields and email confidence signals. Merge suitable contacts through an explicit review.CSV import and exportImport supported CSV records with field mapping and validation previews, export relevant CRM records and review transfer history.

FROM NEED TO OUTCOME

Where this helps.

Moving old lists unchanged can carry the previous disorder into a new screen. A migration can create extra work if the meaning of fields and the records actually needed have not been clarified.

WHAT YOU CAN WORK TOWARDS

Choose the data your new working system should begin with. Make record quality a sustainable working habit rather than a one-off cleanup.

STEP BY STEP

How to use it.

  1. 01

    Assess the source

    Identify contacts, companies and related records to move. Explicitly map what each source-file field should mean in the new structure.

  2. 02

    See what is missing

    Use the data-quality view to review missing information. Establish who will correct it and which source should support the correction.

  3. 03

    Organize migration and use

    Use supported import and export tools within the appropriate action scope. Start daily work with the record structure the team actually needs.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Data management
Record ADeniz Kaya↔Record BD. Kaya

Record-quality view

Review missing CRM information in a visible work area. Identify data needs that affect sales and customer communications.

FOCUS 02▤
Data management
Record ADeniz Kaya↔Record BD. Kaya

Correction work

Treat completing missing information as a regular process. Distinguish details the team can verify from those requiring research.

FOCUS 03↗
Data management
Record ADeniz Kaya↔Record BD. Kaya

Import tools

Use existing data in supported migration formats and fields. Field mapping involves more than the act of uploading a file.

FOCUS 04◇
Data management
Record ADeniz Kaya↔Record BD. Kaya

Export tools

Carry out relevant data operations with authorized users. Confirm the scope separately for organization-wide exports or deletion requests.

FOCUS 05⌁
Data management
Record ADeniz Kaya↔Record BD. Kaya

Workspace context

Perform data operations in the correct organization and user context. Ensure imported records belong to the intended workspace.

IN EVERYDAY WORK

What it looks like in practice.

Team moving to CRM

Lists are held by different people and the team must decide which data to start with.

Decide which records to move and how their fields map before starting the migration.

Sales operations

Missing contact details make consistent follow-up difficult.

Make the gaps visible and include correction work in the team’s plan.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Data quality and import/export are included in all plans. Custom migration, extensive field mapping and external research services are reviewed separately.

  • External research and contact-verification credits are not included in CRM subscriptions.
  • Automatic, complete migration is not promised for every data type or source system.
Compare plans

YOUR QUESTIONS

About this feature.

01Can we automatically migrate all our old data?

Review data types, source formats and field mappings together. Existing tools support relevant operations, but complete automatic migration is not assumed for every source.

02Does data quality find information from external sources?

The data-quality view supports reviewing and correcting gaps in CRM records. External contact research and verification have separate service and usage scopes.

03Does adding a user increase data capacity?

Contact and company capacities are workspace totals. Additional seats do not automatically multiply them; requirements are reviewed against the selected plan and setup scope.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Customer relationships

Keep contact details, company relationships and past conversations in one shared record.

02

Reports and visibility

Review sales, customer relationships, support, operations and data quality through your existing records.

03

Security and team access

Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.