Keep your CRM data up to date
In Vainu integration settings, you can find the following three update-related functions:
Automatic update, Manual update, and Revert data updates
The Automatic update allows you to choose whether or not the company data fields in your CRM will automatically be updated with Vainu data. Automatic update will find a match for a company already in your CRM and enriches the company cards with official data found on Vainu. Vainu is also continuously monitoring new companies in your CRM. A newly detected company will be updated if it is successfully matched. Automatic update checks data every hour and updates the new data to your CRM. The match is found by using Company name, business ID, auxiliary name, or other data. Vainu enriches the data with data points such as:
- Company name
- Account number
- Visiting address
- Postal code
- Vainu link
If you want more data points to be updated, you can choose them in the Data mapping section.
Clicking the Update all -button you can immediately enrich the information about companies in your CRM. It updates the same fields as the Automatic update. If you have added new data fields in the Data Mapping section, you can push the new data fields to CRM by using the Manual update. This is useful when there is a new data field you want to add to your CRM.
Revert data updates 🔙
The Revert data -button lets you take back all changes in the data that have happened since the Automatic update was turned on. The data will be reverted to the stage it was before the Automatic update feature was activated. This means that all fields Vainu updated will be either empty or reverted to an earlier stage. Convenient, huh?
Should you have any questions or concerns, please chat with us or email firstname.lastname@example.org. 💁🏼♀️