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Cleaning PSA Data with Gradient Tidy

So you might be asking – what is Gradient Tidy? And what are they talking about when they talk about clean data? Well, let's indulge your curiosity and answer those questions.

What Types of Data Do We Clean?

Gradient Tidy cleans six different types of data: Accounts, Contacts, Services, Issue Types, Contracts, and PSA Users.

 

Within each type, Tidy looks for things like duplicate records or records that haven’t been updated in a long time.

 

An example would be an Account that has not had any activity for well over a year. By looking at the different types of activities and alerting you to this, the Account can be disabled.

 

Another example would be a user that has not been associated with an account in the PSA – or is in there twice, once associated with an account and the other time unassociated. Tidy would then recommend to merge the entries for that user, and enable you to do just that with a single click.

How Does Gradient Define Dirty Data?

Gradient Tidy surfaces the dirty data by analyzing several different data points within the PSA, and then makes recommendations for action based on this analysis. Moreover, Tidy will assign a confidence score, and give you the option to clean the data or ignore the recommendation.

 

We’ve got a little demo video that explains in more detail.

 

 

It’s just that simple. It’s taking care of the little details in an efficient manner, so you can get back to doing what you love.

 

Before you go, let's keep in touch! Drop us your details and we'll keep you up to speed on all the cool things we're doing over here at Gradient. 

 

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