OneSchema for CRM companies
Import customer CRM data 10x faster
Product and implementation teams use OneSchema to accelerate customer data migration onto their CRM platforms.
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Split name column
Split Full Name into First name, Last name
Remove duplicate email contacts
Merge rows that have the same email addresses
Only keep opportunities that have ARR
Delete all Opportunities where ARR is blank
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Split Full Name into First name, Last name
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“The initial setup took about a day, and we spent the rest of the week configuring the dynamic templates feature. From there to production was the flip of a switch.”
60x
Faster data imports from customers
50%
Improved onboarding conversion rates
Easy to set up, easier to use
Launch CSV import in minutes – not months – with our library of pre-built data validators that cover international date formats, emails, and addresses.
Improve onboarding conversion rates
Give your customers a delightful self-serve onboarding process and eliminate the need for your team to manually clean CSVs in Excel.
See where customers drop off, and why
Our Analytics Suite empowers you to fix the key areas preventing your customers from getting to the value of your product.
Data imports made easy
A guided import experience for every CRM file type
Contacts
Companies
Opportunities
Meetings
Tasks
Notes
THE ONESCHEMA DIFFERENCE
Easy to set up, easier to use
Features like intelligent mapping and 1-click bulk data correction make importing clean customer data easier than ever. With 50+ options to customize, say goodbye to “import error on line 53” and endless email chains with your support team.
Auto-fix errors
Intelligent mapping
Guided import experience
Performant at scale
Custom validation with webhooks
Security and compliance
You're in good hands
Data retention policy
Configurable data retention policies, default 7 days and programmatically deletable via API.
Data at rest is encrypted with AES-256 bit bank level encryption and TLS v1.2 is used while data is in transit.
Data at rest is encrypted with AES-256 bit bank level encryption and TLS v1.2 is used while data is in transit.
Enterprise-ready compliance
OneSchema is SOC 2 Type 2, SOC 3, GDPR, CCPA and HIPAA compliant with data stored in US data centers.
Flexible hosting
US, EU, CA, and AU region hosting or self hosted deployments based on AWS, GCP, and Azure.
Role based access control
With fine grained access controls, only authorized users can view your schemas and import data.
