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Overview

Reevo’s Data Integrity Tools ensure CRM data consistency across core entities (like Contacts and Accounts) and their subdomain data (such as meetings, emails, and sequences). These tools are essential when modifying or realigning CRM relationships—whether during data migrations, deduplication efforts, or structural updates. Once initiated, integrity jobs automatically cascade changes through the system while giving you fine-grained control through visual previews and guided workflows.

⚠️ Once started, integrity jobs cannot be undone. Always review the preview before executing.

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Basic concepts & terminology

  • Core CRM Data: Includes Contacts, Accounts, Opportunities, and their direct associations.
  • Subdomain Data: Functional records built on top of core data—such as email threads, meetings, calls, tasks, and sequences.
  • Integrity Job: A specialized workflow that ensures CRM-wide consistency when core entities or relationships change.
  • Preview Mode: A step that visually outlines what data will be impacted before running a job.
  • Job Locking: Prevents simultaneous changes to the same record while a job is in progress.
  • Job Wizard: Reevo’s guided UI that walks users through the configuration, preview, and execution steps.

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Where to find it

You can access the tools in two ways:

  1. Via Settings:
    • Go to Settings > Data Management > Integrity Jobs
  2. Contextual Prompts:
    • Reevo detects when your edits would benefit from an integrity job and automatically offers the appropriate workflow wizard on:
      • Contact list and detail pages (e.g., removing a contact email)
      • Account list and detail pages (e.g., unlinking an account)

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How to

Step-by-Step Workflow (All Job Types)

  1. Initiation
    • Select the type of integrity job based on your data change.
  2. Configuration
    • Choose the relevant Contacts, Accounts, Emails, etc. involved.
  3. Preview
    • View impacted data across both core and subdomain models
    • Items that will not be updated automatically will show an alert icon (⚠️)
  4. User Options (Optional)
    • Choose how to handle certain subdomain data, such as whether to retain or reassign meetings, tasks, and sequences.
  5. Execution
    • Start the job (irreversible) or save the configuration for later.
  6. Monitoring
    • Track job progress via notifications or the job status page.

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Types of Integrity Jobs

  • Merge Contacts
    • Combine two contacts into one, transferring all related data
    • Example: “Jane Smith” and “J. Smith”
  • Merge Accounts
    • Combine two companies into a single account
    • Example: “Acme Inc.” and “Acme Corporation”
  • Archive Contact / Account
    • Mark as archived without deletion; subdomain references may still exist
  • Move Contact to Another Account
    • Useful if a contact changes jobs or was assigned incorrectly
  • Remove Contact from Account
    • Unlink a contact but maintain the contact record
  • Move Contact Email to Another Contact
    • Reassign a business email to the correct contact
  • Remove Contact Email from Contact
    • Detach an email address and update associated records
  • Move Contact Email to Another Account
    • Reflect account shifts for consultants or shared domains
  • Remove Contact Email from Account
    • Sever links between an email and an account without deletion

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Understanding the Impact

Core Model Changes

  • Merges archive source entities
  • Moves update the association between records
  • All changes are ordered to maintain data integrity

Subdomain Impacts

  • References are updated system-wide
  • Account context changes are applied to relevant records
  • Scheduled activities (e.g., sequences) may be rerouted or cancelled
  • Some operations offer user-defined preferences

Manual Intervention Required (⚠️)

Jobs like “Archive Account” may flag subdomain references that cannot be updated automatically. You must:

  1. Review all flagged items in the preview
  2. Manually adjust workflows or reassign records
  3. Use the preview as a checklist before running the job

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FAQs

What are Data Integrity Tools?

They’re automated workflows that ensure consistency across all related CRM and subdomain data when relationships change (e.g., merging or moving contacts/accounts).

Who can run integrity jobs?

Currently, all users have access. Role-based permissions may be introduced in a future release.

What types of integrity jobs are available?

  • Merge Contacts / Merge Accounts
  • Archive Contact / Archive Account
  • Move or Remove Contact from Account
  • Move or Remove Email from Contact or Account

How does the preview functionality work?

The preview shows what data will be affected, including subdomain references. It flags any items that won’t be automatically updated and allows you to make informed decisions.

What data isn’t updated automatically?

Some complex subdomain data (e.g., workflow configurations) may require manual review and are flagged in the preview.

How long do integrity jobs take?

Most jobs complete in under 30 seconds, but duration depends on data volume and system load.

Can I run multiple jobs at once?

Yes, but not on the same entities. Entities involved in an active job are locked until the job completes.

Can I cancel or undo a job after it starts?

No. Changes are irreversible once a job is executed. Use the preview to confirm before starting.

What happens if a job fails?

Reevo attempts a rollback and marks the job as “Failed.” Partial changes may remain. Retry or contact support with the job ID.

Why don’t I see updates in subdomain data?

Check for caching, propagation delays, or partial job completion. Refresh the browser or contact support.

How are multi-email and multi-account contacts handled?

All associations are considered. The system preserves relationships and ensures correct attribution in subdomain data.

Is there a change log for integrity jobs?

Not yet. Currently, you can see basic job info (type, status, execution time), but a detailed audit trail is planned for a future release.