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Data Management That Doesn’t Suck

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What you’ll get out of this

• One-click data imports from CSV, Excel, or any system that exports data
• Bank-grade backups that actually work when you need them
• Clean data exports in formats that make sense
• Compliance tools that keep the lawyers happy

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Data Import

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Supported Formats

• CSV Files: Comma-separated values with custom delimiters
• Excel Files: .xlsx and .xls format support
• JSON: Structured data import via JSON format
• XML: XML-based data import capabilities
• API Import: Programmatic data import via REST API

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Import Process

// Import customer data from CSV
const importJob = await crm.data.import({
  type: "customers",
  source: "csv",
  file: "customers.csv",
  options: {
    delimiter: ",",
    skipHeader: true,
    validateData: true,
    duplicateHandling: "skip"
  },
  mapping: {
    "Customer Name": "name",
    "Email Address": "email", 
    "Phone Number": "phone",
    "Company": "company"
  }
});

// Monitor import progress
const status = await crm.data.getImportStatus(importJob.id);

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Data Validation

• Format Validation: Ensure data meets format requirements
• Business Rules: Apply business logic validation
• Duplicate Detection: Identify and handle duplicate records
• Data Cleansing: Automatic data cleaning and normalization

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Import Options

• Update Existing: Update existing records with new data
• Skip Duplicates: Ignore duplicate records during import
• Merge Records: Intelligent merging of duplicate data
• Error Handling: Comprehensive error reporting and resolution

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Data Export

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Export Formats

• CSV Export: Standard comma-separated values
• Excel Export: Formatted spreadsheet export
• JSON Export: Structured data for API consumption
• PDF Reports: Formatted reports for presentation
• Custom Formats: Configurable export templates

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Export Options

// Export customer data with filters
const exportJob = await crm.data.export({
  type: "customers",
  format: "csv",
  filters: {
    createdAfter: "2024-01-01",
    status: "active",
    tags: ["vip", "enterprise"]
  },
  fields: [
    "name", "email", "phone", "company", 
    "totalOrders", "lifetimeValue", "lastOrderDate"
  ],
  options: {
    includeHeaders: true,
    dateFormat: "YYYY-MM-DD",
    encryption: true
  }
});

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Scheduled Exports

• Automated Reports: Schedule regular data exports
• Email Delivery: Automatic email delivery of exports
• FTP Upload: Upload exports to external FTP servers
• Cloud Storage: Integration with cloud storage providers

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Data Backup & Recovery

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Backup Strategy

• Continuous Backup: Real-time data replication
• Scheduled Backups: Regular automated backups
• Incremental Backups: Efficient incremental backup strategy
• Cross-Region Backup: Geographic backup distribution

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Recovery Options

• Point-in-Time Recovery: Restore to specific timestamps
• Selective Recovery: Restore specific data types or records
• Full System Recovery: Complete system restoration
• Disaster Recovery: Comprehensive disaster recovery procedures

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Backup Management

• Retention Policies: Configurable backup retention schedules
• Compression: Efficient backup storage compression
• Encryption: Encrypted backup storage
• Verification: Automated backup integrity verification

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Data Quality Management

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Data Validation Rules

• Required Fields: Enforce mandatory field completion
• Format Validation: Validate email, phone, and other formats
• Range Validation: Ensure numeric values within acceptable ranges
• Custom Rules: Create organization-specific validation rules

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Duplicate Management

• Duplicate Detection: Intelligent duplicate identification
• Merge Tools: Sophisticated record merging capabilities
• Deduplication Rules: Automated duplicate prevention
• Manual Review: Human oversight for complex duplicates

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Data Cleansing

• Standardization: Consistent data formatting
• Normalization: Data normalization procedures
• Enrichment: Enhance data with additional information
• Validation: Ongoing data quality validation

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Compliance & Governance

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Data Protection

• GDPR Compliance: Full GDPR compliance features
• CCPA Compliance: California Consumer Privacy Act support
• Data Encryption: End-to-end data encryption
• Access Controls: Granular data access permissions

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Data Retention

• Retention Policies: Configurable data retention rules
• Automatic Purging: Automated data deletion procedures
• Legal Holds: Preserve data for legal requirements
• Audit Trails: Complete data handling audit trails

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Privacy Management

• Data Mapping: Comprehensive data inventory
• Consent Management: Track and manage user consent
• Right to Erasure: Support for data deletion requests
• Data Portability: Export data for portability requests

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Advanced Features

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Data Integration

• API Connectors: Pre-built integration connectors
• Custom Integrations: Build custom data integrations
• Real-time Sync: Live data synchronization
• Batch Processing: Efficient batch data processing

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Analytics & Monitoring

• Data Usage Analytics: Monitor data usage patterns
• Quality Metrics: Track data quality indicators
• Performance Monitoring: Monitor import/export performance
• Error Tracking: Comprehensive error analysis

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Automation

• Workflow Automation: Automate data management workflows
• Trigger-based Actions: Automated actions based on data changes
• Scheduled Tasks: Automate routine data management tasks
• Alert Systems: Notifications for data management events

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Best Practices

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Data Import

• Pre-validation: Validate data before import
• Incremental Imports: Use incremental import strategies
• Error Handling: Implement comprehensive error handling
• Testing: Test imports with sample data first

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Data Quality

• Regular Audits: Conduct regular data quality audits
• Standardization: Maintain consistent data standards
• Training: Train users on data entry best practices
• Monitoring: Continuously monitor data quality metrics

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Security & Compliance

• Access Controls: Implement appropriate access controls
• Encryption: Encrypt sensitive data at rest and in transit
• Regular Backups: Maintain regular backup schedules
• Compliance Reviews: Regular compliance assessment