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Purpose Why import external data? Increase the use of InterAction and its perception in any firm Valuable information for targeting specific companies.

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Presentation on theme: "Purpose Why import external data? Increase the use of InterAction and its perception in any firm Valuable information for targeting specific companies."— Presentation transcript:

1 Purpose Why import external data? Increase the use of InterAction and its perception in any firm Valuable information for targeting specific companies based on number of employees, annual revenue, etc. SIC Codes allow for in-depth sector analysis. Assist in business development activities Data checking/adding to existing contact data Allow you to look for companies out of business Allow you to look at companies that are declining - good for a business recovery team.

2 Exporting the Data Create a report that will export the companies and their Contact IDs into a CSV file.

3 IA Data Export

4 Matched NameRegistered NoInternal IDMatch StatusOriginal Data...Contact IDSource ID A PLUS ACCOUNTANTS LIMITED44283281502734Exact Match"A" Plus Accountants Ltd10800372 ?WHAT IF| LIMITED3293412702575Exact Match?What if! Ltd8061192 103 GLOUCESTER PLACE LIMITED1740114234266Exact Match103 Gloucester Place Ltd10632252 10BET LIMITED46369331861068Exact Match10Bet Ltd7955232 13 AMP LIMITED1902690266457Exact Match13 Amp Ltd8254252 12 YARD PRODUCTIONS LIMITED41453071230424Exact Match with added 'Ltd'12 Yard Productions7552542 13 ELVASTON PLACE LIMITED3382604746192Exact Match with added 'Ltd'13 Elvaston Place9244602 19 TV LIMITED3478214794613Exact Match with added 'Ltd'19 TV10749902 1ST SOFTWARE LIMITED44270431501456Exact Match with added 'Ltd'1st Software7646662 2 BEDFORD ROW LIMITED3821507992039Exact Match with added 'Ltd'2 Bedford Row7571442 ABERDEEN ASSET MANAGEMENT PLCSC0820151708821Exact Match with added 'Plc'Aberdeen Asset Management7374552 ABERFOYLE HOLDINGS PLC2955252295508Exact Match with added 'Plc'Aberfoyle Holdings10277192 ACAMBIS PLC2863682521232Exact Match with added 'Plc'Acambis7630212 ADEPT TELECOM PLC46824311909050Exact Match with added 'Plc'Adept Telecom10402412 ADVANTA PLC1970895281134Exact Match with added 'Plc'Advanta7041132 3R PLUS LTD Multiple Matches3R Plus Ltd10454632 4 LTD Multiple Matches4 Ltd9238402 4L COMMUNICATIONS LTD Multiple Matches4L Communications Ltd8040332 5 STAR LTD Multiple Matches5 Star Ltd8443542 A & C LTD Multiple MatchesA & C Ltd7432512 (MARY NAGLE) FRANK & MARY No Match(Mary Nagle) Frank & Mary8466212 01 (UK) LTD No Match01 (UK) Ltd10721072 01923 826 013 No Match01923 826 01310814892 1 AVENUE MEWS No Match1 Avenue Mews10542992 1 CHANCERY LANE No Match1 Chancery Lane10768102 Data Matching Exercise

5 Linking the Databases Company NameContact IDSource IDRegistered NoInternal ID "A" Plus Accountants Ltd1080037244283281502734 ?What if! Ltd80611923293412702575 103 Gloucester Place Ltd106322521740114234266 10Bet Ltd795523246369331861068 13 Amp Ltd82542521902690266457 12 Yard Productions755254241453071230424 13 Elvaston Place92446023382604746192 19 TV107499023478214794613 1st Software764666244270431501456 2 Bedford Row75714423821507992039 Aberdeen Asset Management7374552SC0820151708821 Aberfoyle Holdings102771922955252295508 Acambis76302122863682521232 Adept Telecom1040241246824311909050 Advanta70411321970895281134

6 Company NameContact IDSource IDRegistered NoInternal ID "A" Plus Accountants Ltd10800371502734 ?What if! Ltd806119702575 103 Gloucester Place Ltd1063225234266 10Bet Ltd 7955231861068 13 Amp Ltd825425266457 12 Yard Productions755254 1230424 13 Elvaston Place924460746192 19 TV1074990794613 1st Software7646661501456 2 Bedford Row757144992039 Aberdeen Asset Management737455 1708821 Aberfoyle Holdings10277192295508 Acambis763021521232 Adept Telecom10402411909050 Advanta704113281134 Linking the Databases

7 1.Create a working list. 2.Using Advanced Import, import the contact IDs of all contacts with a match. 3.Import the Internal ID against these contacts. 4.Also import any other fields you may want to add against the contact e.g. Registered Number

8 Linking the Databases The additional information field is completed with the Internal ID. The systems are now LINKED.

9 Data Delivery Corpfin IDParent LevelCompany Name 5006ImmediateNICHOLLS & CLARKE LIMITED 5006UltimateNICHOLLS & CLARKE LIMITED 5142ImmediateDERWENT LONDON PLC 5226ImmediateDORMA HOLDINGS LIMITED 5226UltimateDAWSON INTERNATIONAL PUBLIC LIMITED COMPANY 5400ImmediateMIDLAND NEWS ASSOCIATION LIMITED(THE) 5400UltimateCLAVERLEY COMPANY 5588ImmediateFIRSTBUS (SOUTH) LIMITED 5588UltimateFIRSTGROUP PLC 5722ImmediateCLARIDGES HOTEL HOLDINGS LIMITED 5722UltimateCOROIN LIMITED 6158ImmediateSMURFIT KAPPA PACKAGING UK LIMITED 6158UltimateSMURFIT KAPPA GROUP PLC 6647ImmediateBRFC INVESTMENTS LIMITED 6647UltimateBRFC INVESTMENTS LIMITED 6865ImmediateINSIGHT TRAVEL GROUP LTD 6865UltimateTHE TRAVEL CORPORATION LIMITED

10 Application Collaboration Data Import

11 Automating the Process With some additional SQL code, the data delivery could be automated and the data could be imported into the tables in Application Collaboration automatically. You then schedule the AC harvest and the data finds its way into InterAction. Application Collaboration


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