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  • Welcome
  • ACCOUNT RESEARCH
    • Overview
      • Features
    • Market Map
      • Account Import
        • Salesforce
        • HubSpot
      • Salesforce Integration
        • How to Install Similar Accounts Component
      • CRM Export
        • Salesforce
        • HubSpot
      • FAQs
        • Attributes in Market Map
    • AI Researcher
      • How to create & configure an AI Researcher
      • Writing effective prompts
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      • How to Rank Accounts for Distributions and Retrievals
      • How to Use the "Is In" Operator
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        • Check Person Enrollment in Cadence
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        • Update Weight
      • Utils
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      • Advanced
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        • Build Record Map from Field
        • Build Text Collection from Field
        • Convert ItemAssigned to Assignment
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        • Get Record from Record Map
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    • Models
      • AccountMatchResult
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      • Assignment
      • ConvertLeadRequest
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      • DomainEvaluationResult
      • GenericSObject
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      • QueueUserWeight
      • RecordMap
  • Integrations
    • Getting Started
    • Slack
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    • Microsoft 365
    • Salesloft
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  • Advanced
    • Salesforce Permissions
  • Miscellaneous
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  1. ACCOUNT RESEARCH
  2. Market Map

Account Import

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

PreviousMarket MapNextSalesforce

Last updated 7 months ago

Market Map does its magic using the following data from your CRM:

  • 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.

  • Reference Account Indicator- Indicates this account is a reference account. The Market Map Score and Market Map Tier will be based on the similarity to reference accounts.

  • 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.

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

CRM quick start

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 .

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 .

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 .

You need to have have admin rights on your Gradient Works account to import accounts via app.gradient.works. If you need admin rights, please reach out to for assistance.

support@gradient.works
app.gradient.works
detailed Salesforce instructions
detailed Hubspot instructions