Gradient Works Docs
ProductDynamic BooksPricingRequest Demo
  • 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
      • Prompt examples
      • Managed AI Researcher
    • Lookalikes
    • Credits
  • Bookbuilder
    • Overview
    • Enroll Accounts
    • Target Books
      • Target Book Report
      • Edit Reps
    • Account Coverage
      • Market Coverage
      • Rep Coverage
      • Working Activities
    • Transfer Accounts
      • Concepts
      • Account Pool
      • Distributions
      • Retrievals
      • Returns
      • Templates
      • Scheduling
      • Troubleshooting
    • How-to Guides
      • How to Rank Accounts for Distributions and Retrievals
      • How to Use the "Is In" Operator
  • Routing
    • Overview
    • Dashboard
    • Round Robin Queues
      • Create Queues
      • User Availability Status
      • User Working Hours
    • Users
    • Capacity Meters
    • Lead and Account Matching
    • Automation
      • Automation Executions
      • Log Entries
  • Automation Builder Kit (ABK)
    • Getting Started
    • Actions
      • Assignment
        • Directly Assign Items
        • Round Robin Assign Single Item
        • Round Robin Assign Multiple Items
        • Schedule and Assign Single Item
      • Dynamic Books
        • Retrieval
      • Flow Lifecycle
        • Execute Subflow
        • Failed
        • Finish
        • Resume
        • Start
      • Leads
        • Convert Lead
        • Convert Multiple Leads
      • Logs
        • Log Message
      • Matching
        • Match Account to Account
        • Match Lead to Account
        • Match Lead to Contact
        • Match Lead to Lead
      • Next Steps
        • Add Person to Campaign
        • Add Person to Sales Engagement Cadence
        • Check Person Enrollment in Cadence
        • Create Task
        • Send Single Assignment Email
        • Send Slack Message
      • Users
        • Get Used Capacity
        • Update Capacity
        • Update Weight
      • Utils
        • Evaluate Domain against Denylist
      • Advanced
        • Build Record Map from Lookup
        • Build Record Map from Field
        • Build Text Collection from Field
        • Convert ItemAssigned to Assignment
        • Execute SOQL
        • Get Record from Record Map
        • Assign Pending Items for Multiple Queues
        • Assign Pending Items for Single Queue
        • Enqueue Multiple Items
        • Enqueue Single Item
    • Models
      • AccountMatchResult
      • AccountToAccountMatch
      • Assignment
      • ConvertLeadRequest
      • ConvertLeadResult
      • DomainEvaluationResult
      • GenericSObject
      • LeadToAccountMatch
      • LeadToContactMatch
      • LeadToLeadMatch
      • QueueUserWeight
      • RecordMap
  • Integrations
    • Getting Started
    • Slack
    • Google Workspace
    • Microsoft 365
    • Salesloft
    • Outreach
  • Advanced
    • Salesforce Permissions
  • Miscellaneous
    • Changelog
Powered by GitBook
On this page
  • Data format
  • Data Export
  1. ACCOUNT RESEARCH
  2. Market Map

CRM Export

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.

Field
Description

id

The CRM id you provided in the CRM export

score

The account score (0-100)

score_bin

The account tier (1-5, with 1 being the best)

cluster_id

The numeric id of the cluster the account was assigned to (-1 means no cluster)

cluster_name

The name of the cluster the account was assigned to

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.

Field
Description

primary_id

The CRM id of an account

similar_id

The CRM id of accounts identified as similar to the primary account

distance

A decimal value indicating how similar the primary is to the similar. Smaller is better but you can usually ignore this in favor of distance_rating.

distance_bin

{legacy - do not use}

distance_rating

A value between 1 and 5 that describes how similar the two accounts are. 5 is the most similar but 1 is still quite similar.

Data Export

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.

PreviousHow to Install Similar Accounts ComponentNextSalesforce

Last updated 9 months ago

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

support@gradient.works

Salesforce

See how to export Market Map data into Salesforce.

HubSpot

See how to export Market Map data into HubSpot.