Important: This article is no longer being maintained or updated. For the latest information about this product or feature, see the following article.
Export Sales Intelligence Company and People Data to Your CRM
The Export option allows you to create new records or update existing records in your CRM. You can export Companies from both the Insights Platform (List Build Search, Family Tree, Global Search, Browser Extension) and Sales Intelligence Salesforce App Package. Leads and Contacts can be exported from the Insights Platform (List Build Search, People tab, Global Search, and Browser Extension). See Managing Export Settings.
Important:
- Leads and Contacts Multi-Sync option is available only for Salesforce and Microsoft Dynamics 365 customers who have purchased the Insights Enterprise or Elite license.
- When exporting or updating multiple records, you can only select up to 25 records at a time.
Steps: Export Companies
This section outlines the steps to export Companies to your CRM. In these examples, we're using Salesforce, but it works the same in Microsoft Dynamics 365.
Export New Company Records
Follow these steps to create new account records in your CRM.
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Go to a Company record, click Export to CRM (e.g. Salesforce, Microsoft Dynamics.)
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(Optional) You can also export multiple records from a List view. Go to Build a List and apply relevant filters or select a Saved List and click the Company tab. Choose the companies you want to export, click Export to CRM (e.g. Salesforce, Microsoft Dynamics.) New records do not have a green check mark.
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Select the fields you want to export to CRM. If you have required fields in CRM (Required flag in Salesforce, Business Required flag in Microsoft Dynamics), enter a value and click Export.
Update Existing Company Records
Accounts that have been previously exported to your CRM are marked with a green check on the Insights page.
Follow these steps to update existing account records in your CRM.
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Go to a Company record, click Update CRM (e.g. Salesforce, Microsoft Dynamics.)
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The company is matched against the accounts in your CRM. Select the company you want to update in you CRM, click Select Next.
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Select the fields you want to update in CRM. If you have required fields in CRM (Required flag in Salesforce, Business Required flag in Microsoft Dynamics), enter a value and click Export.
Export or Update Multiple Company Records
Follow these steps to create and/or update multiple CRM account records in the same window.
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Go to Build a List and apply relevant filters or select a Saved List and click the Company tab. Choose the companies you want to export. Existing records have a green check mark.
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Create New Records Only will only create new account records in your CRM. Click and follow the Export New Company Records instructions.
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Create New & Update Matches will create new account records and update account matches found in your CRM. Click View to see account matches.
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Select Update Matches or Skip a record, click Done.
- If you have required fields in CRM (Required flag in Salesforce, Business Required flag in Microsoft Dynamics), enter a value and click Export.
Steps: Export New Leads and Contacts
This section outlines the steps to export Leads and Contacts to your CRM. In these examples, we are using Salesforce, but it works the same in Microsoft Dynamics 365.
Important: When exporting Former Employees as Leads or Contacts, you can only export Former Executives to Excel or CSV.
Export Lead and Contact Records
Follow these steps to create new Lead and Contact records in your CRM.
- When you Export as Lead or Contact, the person is matched against account records in your CRM. Go to Build a List and apply relevant filters or select a Saved List and click the People tab. Choose the person you want to export, click Export to CRM (e.g. Salesforce, Microsoft Dynamics) and then Export as Lead or Contact. New records do not have a green check mark.
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Select the desired matched account from your CRM, click Select Next.
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If you have required fields in CRM (Required flag in Salesforce, Business Required flag in Microsoft Dynamics), enter a value and click Export.
Export Lead and Contact Records for Accounts that do not Exist in CRM
Follow these steps to create new Lead and Contact records for Accounts that don't already exist in your CRM.
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Choose the person you want to export, click Export to CRM (e.g. Salesforce, Microsoft Dynamics) and then Export as Lead or Contact. New records do not have a green check mark.
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Click Create a New Account Record to create and match to a new account record in your CRM.
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Select the Account and Lead/Contact fields you want to update in CRM. If you have required fields in CRM (Required flag in Salesforce, Business Required flag in Microsoft Dynamics), enter a value and click Export.
Update Existing Lead and Contact Records
Follow these steps to update Lead and Contact records in your CRM.
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Go to a Lead or Contact record, click Export to CRM (e.g. Salesforce, Microsoft Dynamics) and then Export as Lead or Contact.
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(Optional) You can also update records from a List view. Go to Build a List and apply relevant filters or select a Saved List and click the People tab. Choose the people you want to export, click Export to CRM (e.g. Salesforce, Microsoft Dynamics) and then Export as Lead or Contact. Existing records have a green checkmark.
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The person is matched against accounts and leads or contacts in your CRM. Select the correct matched company in your CRM, click Select Next.
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Select the correct matched lead or contact in your CRM, and click Select Next.
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(Optional) You can also update a different lead or contact in your CRM. Search for the record you want to update, click Select Next.
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Select the fields you want to update in CRM. If you have required fields in CRM (Required flag in Salesforce, Business Required flag in Microsoft Dynamics), enter a value and click Export.