Brilliance One Tools

Move the data. Keep the process controlled.

Import, export, validate, map, clean, secure, and manage operational data across Brilliance One from one administrative toolset.

Brilliance One Tools supports structured data movement, migration, validation, administrative cleanup, exports, and other operational workflows while keeping activity connected to platform permissions and history.

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Import • Export • Validate • Map • Manage
Brilliance One data administration tools

Data Operations

Manage business data without treating every change like a development project.

Use structured tools for moving, validating, reviewing, cleaning, and exporting operational data while keeping sensitive actions appropriately restricted.

Protection

Controlled Files & Records

Sensitive imports, exports, files, and administrative records can use supported encryption, transfer controls, permissions, and activity logging.

Validation

Cleaner Data Before Import

Check supported files for missing fields, invalid formats, mismatched values, and mapping problems before records are committed to the destination workflow.

Bulk Operations

Move Data Across Modules

Use structured templates and controlled workflows to import or export supported data across Accounts, Contacts, Products, Invoices, Documents, Projects, and other operational areas.

Data Import

Bring data in with structure.

Import workflows can help move legacy, external, or bulk business information into Brilliance One while giving administrators a chance to map and review incoming data.

  • Structured templates
  • Field mapping
  • Format validation
  • Required-field checks
  • Value review
  • Bulk records
  • Destination selection
  • Import history

Migration Support

Legacy data should not have to stay trapped in the old system.

Structured import and mapping tools can reduce the amount of custom development required for common data-migration and onboarding workflows.

Mapping & Validation

Make sure the source field belongs in the destination field.

Mapping and validation workflows can help administrators identify obvious data problems before imported information reaches production records.

1

Map

Match source columns and values with the supported Brilliance One fields that should receive them.

2

Validate

Review supported required fields, value formats, mappings, and other detectable data issues.

3

Import

Move approved records into the selected destination after the administrator has reviewed the configured mapping.

Data Quality

Catch common problems before they become operational records.

Validation cannot guarantee that every imported value is correct, but it can help identify common structural problems before data is committed.

Missing Values

Identify supported required fields that do not contain a value.

Invalid Formats

Detect supported values that do not match the format expected by the destination field.

Mapping Problems

Review source columns that have not been associated with an appropriate destination.

Unexpected Values

Identify supported values that do not align with configured classifications or options.

Record Review

Give administrators an opportunity to evaluate detected problems before proceeding.

Import History

Maintain available information about major data-movement activity for later operational review.

Data Export

Take authorized data where it needs to go.

Export supported business information for reporting, authorized analysis, migration, archival workflows, external processing, or other approved uses.

  • Field selection
  • Filters
  • Structured formats
  • Module-specific exports
  • Reporting extracts
  • Migration data
  • Authorized review
  • Export history

Controlled Export

Export capability should respect the same access model as the rest of the platform.

Authorized users can work with supported exports while platform permissions and administrative controls help determine who can access sensitive data.

Cross-Module Data

One toolset for multiple operational areas.

Supported data-management workflows can operate across multiple Brilliance One modules without requiring every module to maintain a separate migration and export process.

Accounts & Contacts

Import or export supported customer, lead, organization, contact, and relationship information.

Products

Move supported product, catalog, inventory, or related operational information where applicable.

Accounting

Work with supported invoice, financial, vendor, or other accounting-related records where the workflow allows it.

Projects

Use supported project and related operational data in migration, export, or administrative workflows.

Documents

Manage supported document and file movement as part of approved administrative processes.

Other Modules

Extend structured import and export workflows to additional supported operational areas as capabilities are enabled.

Data Maintenance

Data management does not end after migration.

Administrative tools can support ongoing cleanup, validation, correction, and data-management workflows after records are already inside Brilliance One.

  • Validation workflows
  • Data cleanup
  • Administrative review
  • Record correction
  • Classification maintenance
  • Import troubleshooting
  • Export preparation
  • Operational maintenance

Ongoing Data Quality

Clean migration data can still become messy over time.

Brilliance One Tools gives administrators a place for recurring data-management work instead of treating cleanup as a one-time onboarding task.

Sensitive Data Movement

Imports and exports can create security risk.

Data-movement workflows should use appropriate access, transfer, encryption, and logging controls based on the sensitivity of the records involved.

Permissions

Authorized Access

Limit supported import, export, and administrative capabilities to users whose responsibilities require them.

Transfer

Protected Data Movement

Use supported secure transport and handling practices when moving sensitive files and information.

Storage

Sensitive Files

Apply appropriate platform security and encryption controls to supported sensitive files and records.

Activity History

Major data movement should leave a record.

Available logging can provide operational history around imports, exports, uploads, mappings, updates, and other supported administrative activity.

  • Import activity
  • Export activity
  • File uploads
  • Mapping changes
  • Administrative updates
  • Sensitive actions
  • User context
  • Recorded timestamps

Traceability

Know when important data operations occurred.

Activity history can help administrators review significant data-management events and provide context when troubleshooting or investigating changes.

Migration

Reduce the friction of moving from another system.

Native templates, field mapping, validation, and bulk import workflows can help simplify common migration work when moving operational data into Brilliance One.

1

Extract

Export the appropriate records from the source system using the formats and data available there.

2

Prepare

Map fields, clean obvious data issues, and validate supported values against Brilliance One requirements.

3

Import

Move approved records into Brilliance One and review the resulting data before broader operational use.

Data Controls

Structured movement. Controlled access. Reviewable history.

Brilliance One Tools is designed to make major data operations more manageable while preserving the access and operational controls surrounding sensitive information.

Exports

Structured Data Output

Select supported fields, filters, and output formats for reporting, migration, analysis, or other authorized business uses.

Imports

Guided Data Migration

Use supported templates, mappings, and validation tools to reduce unnecessary manual work during onboarding and migration.

History

Administrative Logging

Maintain available history around supported imports, exports, updates, mapping changes, and other significant data activity.

Protection

Security-Aware Operations

Use supported permissions, encryption, protected transfer, and activity history around sensitive data-management workflows.

Data Governance

Powerful data tools need responsible administration.

Imports, exports, bulk changes, and administrative cleanup can affect large amounts of business information. Organizations should restrict these capabilities and review major operations before they are performed.

  • Administrative permissions
  • Data ownership
  • Export authorization
  • Import review
  • Retention requirements
  • Sensitive-data handling
  • Change procedures
  • Backup and recovery planning

Administrative Responsibility

Bulk operations should be deliberate.

Brilliance One provides data-management capabilities, but organizations remain responsible for determining who can use them and ensuring imported, exported, or modified information is appropriate for the intended business purpose.

Brilliance One Core

Tools are part of the Core foundation.

Brilliance One Core provides the shared accounts, users, permissions, security, settings, communication, automation, and platform infrastructure used by administrative Tools workflows.

Core Workspace

Workspace modules. The shared foundation of Brilliance One.

Manage the core relationship, communication, automation, security, administration, and user capabilities that support the rest of your Brilliance One workspace.

Accounts

Accounts

Centralize customers, leads, vendors, partners, organizations, and contacts in one connected relationship record with communication history, activity, documents, tasks, financial context, and operational workflows.

Learn about Accounts

Automations

Automations

Build repeatable workflows that handle routine follow-up, trigger communications, apply actions, and move work forward based on defined business events and timing.

Learn about Automations

Addresses

Addresses

Store and organize physical locations for customers, vendors, facilities, offices, service locations, and other business relationships so address data stays connected to the records and workflows that use it.

Learn about Addresses

Communications

Communications

Manage email, SMS, MMS, replies, templates, campaigns, delivery activity, and communication history while keeping conversations connected to the customers, contacts, and workflows behind them.

Learn about Communications

Security

Security

Protect business and customer data with authentication, role-based permissions, security groups, controlled access, audit visibility, privacy-oriented controls, and security practices that extend across the Brilliance One platform.

Learn about Security

Settings

Settings

Configure organization-wide preferences, branding, defaults, system behavior, connected services, and other administrative options that shape how Brilliance One works across your business.

Learn about Settings

Tools

Tools

Access practical utilities for imports, exports, validation, data management, operational cleanup, and other administrative workflows that help teams maintain accurate information and work more efficiently.

Learn about Tools

Users

Users

Manage user identities, roles, permissions, security access, and workspace responsibilities so each person can access the Brilliance One capabilities and information appropriate to their role.

Learn about Users

Brilliance One Tools

Move the data. Keep the operation understandable.

Import, export, validate, map, clean, secure, review, and manage business information with administrative tools connected to the broader Brilliance One platform.

Discuss Brilliance One Explore Modules

Brilliance One • Tools • Imports • Exports • Validation • Data Management