Your data
Lists, and getting a spreadsheet in and back out again.
Most teams arrive with a spreadsheet, and keep one for a while afterwards. This section covers both directions: getting existing records in without losing the columns that matter, keeping the segments you care about as lists once they are there, and exporting to CSV or Excel whenever you want a copy. Your data stays yours, including after you cancel, and export is on every plan rather than a paid upgrade.
Lists
A list is a set of records you choose on purpose, with attributes of its own.
Importing data
Bring a spreadsheet into Syncek in four steps, clean its values on the way in, and undo the whole run within 72 hours if it goes wrong.
Updating records with an import
Match spreadsheet rows to records you already have, change only the fields you mean to, and keep an update run from creating duplicates.
Linking records on import
Import contacts already attached to their accounts and opportunities already assigned to owners, by writing names that Syncek can find.
Undoing an import
Reverse an import within 72 hours. The records it created are deleted and the records it updated get their earlier values back.
Fixing import problems
Why rows fail or get skipped, how to import dates written day first, and what to do when a spreadsheet brings hundreds of empty rows.
Exporting data
Get your records out as CSV or Excel, from a single view or from the whole workspace.
Merging records
Merge two records of the same object into one, choose which values survive, and see what moves across before the other is deleted.
Deleting records
Delete one record or many, from a table or a record page, what happens to what it was linked to, and why removing from a list is different.