Data Management & Quality
Duplicate detection and merge, CSV/Excel import/export with field mapping, bulk actions, and record templates to keep your data accurate and organized.
Duplicate records, messy imports, and manual data cleanup waste hours and undermine trust in your CRM data.
Kantos has built-in duplicate detection with merge tools, import mapping that validates before writing, and bulk actions to keep your data pristine.
Key Capabilities
Everything data management & quality offers out of the box.
- Duplicate Detection
Algorithms identify potential duplicates based on field similarity, with merge tools to combine records cleanly.
- CSV/Excel Import
Upload spreadsheets and map columns to your custom fields with validation preview before committing.
- Bulk Export
Export filtered record sets to CSV or Excel with column selection and formatting.
- Bulk Actions
Select multiple records for bulk delete, export, or assignment changes.
- Record Templates
Save and auto-apply templates to pre-fill records with standard values.
Use Cases
How teams use data management & quality
CRM Migration
Import your existing data from any CRM via CSV/Excel with field mapping and duplicate checking.
Data Cleanup
Run duplicate detection across your records and merge duplicates to maintain a single source of truth.
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Related Features
AI-Native CRM
AI is woven into every layer of Kantos — from MCP access so agents can manage your CRM via chat, to autonomous live chat, smart form classification, AI onboarding, knowledge base RAG, and intelligent data import.
Smart Intake & Lead Capture
One script captures forms from WordPress, Wix, Squarespace, Webflow, Shopify, or any HTML site. AI-powered classification routes submissions automatically.
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