Account Import

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

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.

• Target Account Indicator- An indicator that this is an account you'd like to target lookalikes for prospecting. The Market Map Score and Market Map Tier will be based on the similarity to target accounts.

• Weight (optional) - a numeric value for each target 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. Note: 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. If you'd like a step-by-step explanation, view the detailed Salesforce instructions.

Quick instructions:

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.

HubSpot

Hubspot users should create a static Companies list that contains the companies to be imported. The list must have at least 5,000 companies.

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

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.

You need to have have admin rights on your Gradient Works account to import accounts via app.gradient.works. If you need admin rights or have any other questions, please contact [e-mail].