FAQ: Understanding how integrations work will help you manage your CRM data.
Q1: What is Company Matching, and what kind of data Vainu retrieves in Matching?
When you create a connection between your CRM and Vainu, you can import data from CRM to Vainu to filter companies based on that data. Read more here: Learn to use CRM data in sales prospecting. Vainu retrieves and stores the following information from CRM:
- Accounts (business ID or company name to match the company with Vainu data)
- The account owner (email)
- Account deal counts (won, lost, open)
- Last activity date
Vainu will only display account owners and deal count data from the account. If the owner information or deal count data is saved on contacts it won’t be displayed in Vainu. Please make sure that all the necessary information is saved on the Account in your CRM.
More about Company Matching here.
Q2: What is Sync company data functionality, and how often the CRM data is synchronized with Vainu?
By enabling the Sync company data functionality, Vainu will actively fetch information on the accounts in your CRM. If you add companies manually to your CRM, then Vainu will update the information within an hour. Vainu will not add any data to your CRM system with this functionality, it will only keep your accounts data up-to-date in Vainu.
Q3: How does Vainu find companies in my CRM?
Matching matches the account level objects to companies in Vainu by using the company name and business ID.
The business ID can have the country code in the beginning or not, it doesn’t affect the recognition. Example SE12345678 or FI1234567-8.
Company name matching matches companies using their official names. Too generic or trademark names are not used when matching companies. For example, the company name "McDonald's" is not accurate enough for a match, but the company name "McDonald's Amsterdam Central Station" would be more likely to match the correct company (Company names are examples).
Q4: How do we know if our CRM update impacts the Vainu integration?
If your CRM update changes any of the fields used in the Vainu integration mapping, remember to update the export and/or import settings after the CRM update. If you receive an error message read this article to find a solution: CRM Integration error messages & other common issues
Q5: Where can I find Vainu's GDPR documentation?
GDPR documentation can be found here: https://www.vainu.com/legal-stuff/.
Q6: Where can I find Vainu's CRM integration documentation?
CRM & API Integration documentation:
- Set up integration (Dynamics, HubSpot, Pipedrive, and Salesforce)
- Lime On-premise
- Vainu API
Common errors and problems that might occur
Q7: How long does Vainu store the CRM data?
The data storage policy is defined in the Vainu Customer Register document.
Q8: Where are the servers located?
Vainu's data servers are located in central Europe at a major cloud infrastructure provider. Vainu's user accounts are stored in Finland.
Q9: I have problems with my CRM integration
We have collected a list of common issues with CRM integrations here. Please check the articles above on how to connect CRM to Vainu.
Q10: Will Vainu automatically update data in my CRM (company name, location, etc.)
Yes, this can be done through automatic updates. More information here.
More articles about integrations:
- Set up the integration to CRM
- Common problems with CRM systems
- Data Mapping
- Vainu API
- Zapier integration
- Can I export companies or signals to other systems than CRMs?
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