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 transcript:

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.

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

IA Data Export

Matched NameRegistered NoInternal IDMatch StatusOriginal Data...Contact IDSource ID A PLUS ACCOUNTANTS LIMITED Exact Match"A" Plus Accountants Ltd ?WHAT IF| LIMITED Exact Match?What if! Ltd GLOUCESTER PLACE LIMITED Exact Match103 Gloucester Place Ltd BET LIMITED Exact Match10Bet Ltd AMP LIMITED Exact Match13 Amp Ltd YARD PRODUCTIONS LIMITED Exact Match with added 'Ltd'12 Yard Productions ELVASTON PLACE LIMITED Exact Match with added 'Ltd'13 Elvaston Place TV LIMITED Exact Match with added 'Ltd'19 TV ST SOFTWARE LIMITED Exact Match with added 'Ltd'1st Software BEDFORD ROW LIMITED Exact Match with added 'Ltd'2 Bedford Row ABERDEEN ASSET MANAGEMENT PLCSC Exact Match with added 'Plc'Aberdeen Asset Management ABERFOYLE HOLDINGS PLC Exact Match with added 'Plc'Aberfoyle Holdings ACAMBIS PLC Exact Match with added 'Plc'Acambis ADEPT TELECOM PLC Exact Match with added 'Plc'Adept Telecom ADVANTA PLC Exact Match with added 'Plc'Advanta R PLUS LTD Multiple Matches3R Plus Ltd LTD Multiple Matches4 Ltd L COMMUNICATIONS LTD Multiple Matches4L Communications Ltd STAR LTD Multiple Matches5 Star Ltd A & C LTD Multiple MatchesA & C Ltd (MARY NAGLE) FRANK & MARY No Match(Mary Nagle) Frank & Mary (UK) LTD No Match01 (UK) Ltd No Match AVENUE MEWS No Match1 Avenue Mews CHANCERY LANE No Match1 Chancery Lane Data Matching Exercise

Linking the Databases Company NameContact IDSource IDRegistered NoInternal ID "A" Plus Accountants Ltd ?What if! Ltd Gloucester Place Ltd Bet Ltd Amp Ltd Yard Productions Elvaston Place TV st Software Bedford Row Aberdeen Asset Management SC Aberfoyle Holdings Acambis Adept Telecom Advanta

Company NameContact IDSource IDRegistered NoInternal ID "A" Plus Accountants Ltd ?What if! Ltd Gloucester Place Ltd Bet Ltd Amp Ltd Yard Productions Elvaston Place TV st Software Bedford Row Aberdeen Asset Management Aberfoyle Holdings Acambis Adept Telecom Advanta Linking the Databases

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

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

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

Application Collaboration Data Import

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