Account Import

Get started with Market Map AI by providing account data from your CRM or other file.

Market Map does its magic using the following account data:

• Id - The unique identifier of the record in your CRM. This allows you to later connect Market Map enrichment information like score and industry cluster to your CRM records.

• Name - The name of the account. This is used in the Market Map Explorer to help you identify the account.

• URL - The website URL of the account. Market Map's AI engine will use this as a starting point for crawling content to add to the AI index for the account.

• Account Type - Something to indicate which accounts are reference accounts. The Market Map Score and Market Map Tier will be based on the similarity to reference accounts, usually a set of your ideal customers. Typically this is a datapoint called something like "Type" with values for Customer, Prospect, etc...

• Weight (optional) - a numeric value for each reference account that weights the Market Map Score and Tier towards this account. It behaves like a gravitational force; positive weights will increase the score for similar accounts & a negative weight will reduce the score for similar accounts.

For all data imports, you'll be asked to map the columns in your report or spreadsheet to Market Map. The only required data is account name, account ID, URL and type. You can include other data like firmographics to filter your views in your map later, but it won't impact Market Map scores.

Accepted import formats

You can upload either a file with the data you want or sync data from a CRM report. We can import data from:

• CSV

• Excel

• Numbers

• Salesforce

• HubSpot

The process to import the data differs by CRM. We've provided guides for both Salesforce and HubSpot below.

CRM imports

Gradient Works securely processes and stores all Market Map data. We will happily execute an NDA if requested for transfer of any sensitive data. We do not accept any personally identifiable data.

Choose your CRM platform below to see the steps to prepare your data for upload to Market Map.

Salesforce

Salesforce users should create a report that contains the necessary account data. Once the report is ready, you can import the accounts from the report directly in to app.gradient.works.

The report must be a public report (either in the Public Reports folder or shared with All Internal Users) and include the following account fields: Account Name, Website, & Type.

If you're familiar with Salesforce reports and exports, see the quick instructions below:

1. Create an Account report with filters for only the accounts you want to include

2. Specify the following columns in the report: Account Name, Website and Type. Optionally include a numeric field for Weight and any additional firmographic, fit, or timing data you wish to analyze in the Map (such as industry, number of employees, intent stage, etc.)

3. Save the report in the Public Reports folder or any folder shared with all external users.

4. Sign in to app.gradient.works and follow the steps to import from Salesforce.

If you'd like a step-by-step explanation, view the detailed Salesforce instructions.

HubSpot

Hubspot users should create a static Companies list that contains the companies to be imported.

If you're familiar with Hubspot Lists, see the quick instructions below:

1. Create a static Companies list with filters for only the accounts you want to include.

2. Sign in to app.gradient.works and follow the steps to import from Hubspot.

If you'd like a step-by-step explanation, view the detailed Hubspot instructions.

You need to have have admin-level access on your Gradient Works account to import data via app.gradient.works. If you need admin rights, please reach out to [email protected] for assistance.