How to Export data to CRM

Use AI Market Map data to enrich your CRM data

Market Map provides two core datasets in CSV format that you can export to your CRM:

  • accounts.csv - This file contains the enriched account information including scores, tiers and associated clusters for each account.

  • accounts-similar.csv - This file contains the similarity graph. Each row contains a mapping between an account and another account identified as similar.

Data format

Accounts

The accounts file contains a row for each account in the data submitted for Market Map analysis. If Market Map was unable to process an account, it will not be included in the accounts file.

Similar Accounts

The similar accounts file will typically list no more than 10 similar accounts per primary account. The AI model will not include any accounts beyond a certain similarity threshold, so all similar accounts should be considered quite similar to the primary account.

Data Export

Data Export and retention is subject to your license agreement with Gradient Works. Please contact your support@gradient.works if you have questions.

The data export process differs based on your CRM. Note that since the files are CSVs you can import them into any system for further analysis that supports CSVs, such as a data warehouse, BI system or spreadsheet.

Select your CRM below to get started.

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