This guide shows you how to enhance your account-level profiles by blending data from external reports and sources. By adding custom attributes to company profiles, you'll create a more complete picture of your accounts that goes beyond basic firmographic data. With this setup, you'll have richer insights to drive better targeting and personalization across your sales and marketing efforts.
When to Use This
When to Use This
When you have external data sources that contain valuable company information
When you need to supplement basic company profiles with industry-specific attributes
When you want to combine data from multiple reports into unified account profiles
When you're looking to enhance lead scoring with additional company characteristics
Prerequisites
Admin or manager access to your account
Access to source reports containing the data you want to import
Understanding of which fields will serve as unique identifiers between datasets
Familiarity with the data structure in your source reports
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Setting Up Your Data Source
Step 1: Setting Up Your Data Source
Access the Company Settings Page
Navigate to the Company settings from your main dashboard
You'll see options to configure how external data integrates with your account profiles
Select Your Data Source
In the Source section, choose a Report Type from the dropdown menu
Select the specific Source Report that contains the attributes you want to add
This report should contain data that can be matched to your existing company profiles
Apply Data Filters (Optional)
Click Filters if you only want to import a subset of data from the source report
Set up filters to ensure you're only importing relevant records
This helps keep your data clean and focused on your target criteria
Step 2: Establishing Data Connections
Step 2: Establishing Data Connections
Configure Company-Report Connection
In the Company - Report Connection section, you'll link your datasets
From the left dropdown, select a field from your existing account profile that will serve as the unique identifier
Common identifiers include company domain, company name, or a unique ID
Map Your Data Fields
Using the right dropdown, select the corresponding column in the source report that matches your company identifier
This connection allows the system to properly match and merge data between sources
Ensure the data formats match between both fields for accurate linking
Step 3: Adding New Attributes
Step 3: Adding New Attributes
Select Fields to Include
In the Fields to be included section, click +Add to begin adding new attributes
Browse through the available fields in your source report
Select the specific attributes that will add value to your company profiles
Configure Multiple Attributes
Add as many relevant fields as needed to enrich your profiles
Consider which attributes will be most useful for scoring, filtering, and analysis
You're building a comprehensive view that will enhance your targeting capabilities
Save Your Configuration
Click Save to apply your new attribute mappings
The system will begin processing and merging the data into your company profiles
You've successfully enhanced your account data with custom attributes!
Key Concepts
Key Concepts
Understanding Data Mapping
Data mapping connects fields between your existing company profiles and external reports
The connection relies on matching unique identifiers between datasets
Accurate mapping ensures data integrity and prevents duplicate or mismatched records
Best Practices for Attribute Selection
Choose attributes that directly support your sales and marketing objectives
Prioritize data that helps with lead scoring, segmentation, or personalization
Avoid importing fields that are rarely used or don't add strategic value
Consider how the new attributes will integrate with your existing workflows
Data Quality Considerations
Ensure your identifier fields have consistent formatting between sources
Clean data before importing to avoid errors or incomplete matches
Regularly review and update your attribute mappings as your data sources evolve
Test the integration with a small dataset before full implementation