Instructions for connecting your CRM can be found here.

Instructions for importing your accounts via CSV can be found here. 

For CSV 

To view match results:

1. Upload a CSV list of accounts to Sources.
2. Click Review matches and then click Download match results.
3. Optionally, you can click More displayed next to the Review matches option and click Download match results from the dropdown.

For CRM 

To view match results:

• You must be a Sales Insights Admin to view your CRM match results.  
• Once your CRM is synced in Sales Navigator (through Sales Navigator Admin settings) and connected in Sales Insights, the matching process will take 24-48 hours, after which your match results will be auto-populated without any further action from you. 

To access the report:

1. Click CRM in the top right menu.
2. Select Match report from the left rail.
   1. The Summary chart indicates your CRM’s overall match rate.
3. To view match confidence scores for each account, click Download match report.  

No, you won't be charged any credits for downloading your match results.  

The match report is a downloadable CSV file that includes all the columns that you’ve imported, followed by LinkedIn’s match results.  

For CSV  

• To the left of the Outcome column are the columns that you uploaded. The right of the Outcome column are LinkedIn’s matched data columns. 
• The Match Status column is the basis on which your overall match rate is calculated and it indicates if a match was:
  • Matched (the matching model was able to find a potential match based on at least 1 of your provided account fields);
  • Force Matched (the model force matched accounts by the LinkedIn Company ID or LinkedIn Company URL you provided);
  • Not Matched (the model was unable to find any potential match)
• The Match Confidence Score column indicates the level of the model’s confidence of the match: 
  • 5 = 80-100% confidence 
  • 4 = 60-80% confidence 
  • 3 = 40-60% confidence 
  • 2 = 20-40% confidence 
  • 1 = 0-20% confidence 
  • 0 = model was unable to match 

For CRM 

• Your CRM account columns are displayed first, followed by LinkedIn’s matched account data (including LinkedIn company ID). 
• The Match Confidence Score column indicates the level of the model’s confidence of the match:  
  • Confirmed = A member of your Sales Insights or Sales Navigator contract has manually reviewed and confirmed this account as a 100% match  
  • 5 = 80-100% confidence 
  • 4 = 60-80% confidence  
  • 3 = 40-60% confidence 
  • 2 = 20-40% confidence 
  • 1 = 0-20% confidence 
  • Not Matched (user confirmed) = A member of your Sales Insights or Sales Navigator contract has manually reviewed and unmatched this account 
  • Not Matched = model was unable to match 

The score reflects a combination of: 

• Confidence in match (based on full match or partial match), especially of the Account Name and Website URL. 
• Completeness of attributes across all fields (Account Name, Website URL, Address, and Stock Symbol).

This means that even if a seemingly high-confidence match is made using the most critical fields like account name and URL, if other fields like address are missing in your CSV or CRM, then a match may be assigned a low score. 

Sales Insights provides the following options using which you can make CRM match corrections:

• Use the Match Corrections Table option
• Use the Bulk Upload option

Learn more

• Make Account Matching Corrections in LinkedIn Sales Insights