ONESCHEMA FOR CRMs
Import clean contact CSVs 10x faster
Product and engineering teams use OneSchema to automate CSV mapping, validation, and transformation for their CRM onboarding flows.
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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
Invalid name format
Names must not contain special symbols (e.g. <,>,~,%)
Remove rows without emails
Emails must exist for all contacts
Invalid date format
This field expects dates to be in MM/DD/YY.
Invalid ARR format
ARRs must be positive numerical values.
Easy to set up, Easier to use
Easy to set up, easier to use
Validators built specifically with CRM data in mind
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
Flag invalid and duplicate emails to ensure the success of downstream marketing campaigns and automations.
Companies
Use validation webhooks to ensure companies are unique and prevent duplicates entries.
Opportunities
Validate ARR and close dates so forecasting and revenue operations trust your data quality.
Meetings
International date cleansing so your customers never miss a meeting because of a bad time zone.
Tasks
Performant and snappy for even 10M row spreadsheets, so that even the largest CSV files can be transformed and imported.
Notes
Relational validations across uploads to ensure every note is attached to the right person or company.
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
“Solving data issues for my company and clients was my top priority and OneSchema has all the answers.”
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.
Frequently asked questions
Does OneSchema integrate easily with my existing tech stack?
It’s fast and easy to drop the OneSchema modal into any webpage in your product with our flexible SDKs. It’s fast and easy to drop the OneSchema modal into any webpage in your product with our flexible SDKs.
How much does OneSchema cost?
It’s fast and easy to drop the OneSchema modal into any webpage in your product with our flexible SDKs. It’s fast and easy to drop the OneSchema modal into any webpage in your product with our flexible SDKs.
How much eng time does OneSchema take to set up?
It’s fast and easy to drop the OneSchema modal into any webpage in your product with our flexible SDKs. It’s fast and easy to drop the OneSchema modal into any webpage in your product with our flexible SDKs.