Glossary
Data Management

Data Validation Rules in CRMs

By: Alec Hollingsworth
Updated:  
July 16, 2025

Definition:

Data validation rules in CRMs are guidelines that ensure all information entered is accurate, complete, and consistent for reliable data management.
Data Validation Rules in CRMs are predetermined criteria set within customer relationship management (CRM) systems to ensure that data entered is accurate, complete, and consistent. These rules can range from simple requirements, such as mandatory fields or character limits, to complex logic, like format validation for email addresses or phone numbers. By enforcing these standards, organizations can reduce errors, maintain high data quality, and ensure reliable reporting and segmentation. Data validation rules help prevent duplicate records, incomplete donor profiles, and invalid contact information, which are critical for effective donor management and communication in nonprofit organizations.

Key Takeaways

  • Ensures data accuracy and consistency within the CRM
  • Reduces entry errors and incomplete records
  • Supports better reporting and targeted communications

Why It Matters

Accurate CRM data supports effective outreach, reporting, and donor relationship management.

Real World Example

A nonprofit using a CRM like Keela sets up data validation rules to require that every new contact added must include a valid email address and phone number in the correct format. This prevents team members from entering incomplete donor profiles or typos that could lead to failed communications. As a result, the organization sees fewer returned emails, improved donor engagement, and more reliable data for fundraising campaigns, ultimately saving time and effort in cleaning up records later.

Frequently Asked Questions

What are data validation rules in a CRM?

They are predefined criteria that ensure data entered into a CRM is accurate, complete, and follows specific formats.

Why are data validation rules important for nonprofits?

They prevent incomplete or incorrect donor records, supporting more effective outreach and accurate reporting.

Can I customize data validation rules in Keela?

Yes, Keela allows you to tailor validation rules to match your organization's data collection needs.

Are You Ready to Grow Faster and Raise More?