Sales Insights provides the following options using which you can make CRM match corrections:
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The Match Corrections Table option
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The Bulk Upload option
The Bulk Upload option is a fast way to correct large numbers of matches with a single file upload. Through this feature, you can upload lists of up to 10,000 accounts for correction. If you want to make corrections for more than 10,000 accounts, then you will need to break this up into files of 10,000 each to upload individually.
Important to know
Account match corrections made in Sales Insights will be reflected in Sales Navigator, and vice versa. But, if you've connected the CRM directly to Sales Insights, and you make match corrections between your connected CRM and LinkedIn company records, the corrections won’t apply to your Sales Navigator CRM.
To make account matching corrections in bulk:
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Sign in to Sales Insights.
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Click Sources.
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Click the Synced CRM tab.
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Click Download match results.
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Create a CSV file on your system and ensure that the following fields are created.
- CRM ID
- LinkedIn Company ID or LinkedIn Company URL (Sales Insights will match the CRM ID to the provided value)
- Match Behavior
Here is an example of the values that you could enter for these fields:
Column Name Description Sample Value CRM ID This is the ID of the account in your CRM and is available in the exported match report. This ID is provided by the CRM. 0015e00000vpvalAAA
LinkedIn Company ID or URL This can be the ID of the company on LinkedIn or the LinkedIn URL of the company you would like to match to. 123456
or
https://www.linkedin.com/company/linkedin
Match Behavior Indicates how you would like the match handled. Leave this field blank to create a new match or provide the value unmatch if you would like to remove an existing match. Empty
or
Unmatch
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To match a company, you must provide the CRM ID and the LinkedIn Company ID or the LinkedIn Company Page URL.
For example, if you provide the CRM ID, and the LinkedIn Company ID but leave the Match Behavior column blank, and upload the CSV file, then Sales Insights will match the CRM ID with the provided LinkedIn Company ID. But if the CRM ID is already matched with another company, then the match is overwritten.
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To unmatch a company, you must provide the CRM ID, LinkedIn Company ID OR LinkedIn Company Page URL and specify unmatch in the Match Behavior column.
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With the CSV file, you can perform multiple tasks such as matching certain companies and unmatching other companies.
For example, the following screenshot displays matching a company on row 2 of the CSV file and unmatching a company on row 3.
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After you have made the required corrections to the list, save the CSV file and return to Sales Insights.
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Click Sources and then the Synced CRM tab.
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Click Upload account list.
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In the Upload account list dialog box, select the CRM IDs included option and click Continue.
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Review the requirements displayed and ensure that the CSV file you want to upload meets these requirements.
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Click Continue.
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Upload the CSV file and indicate the column in your CSV file that has the CRM IDs.
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Check the Enable match correction check box and map the fields according to the columns in your CSV file.
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Click Continue.
The CSV file is uploaded into Sales Insights and subsequently processed.
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View the status of the CSV file in the Correction Lists section displayed in the Synced CRM tab.
When the status of the updates changes from Pending to Complete, this indicates that your match results and reports have been updated. The match report will reflect the updated Match Confidence Score in 24-48 hours.
Here's a tip
If you want to enrich your CRM with the new confirmed matches, then you must export the data to the CRM.
Related tasks: