Commonly asked questions about basic CRM Integrations 💡

Understanding how integrations work will help you manage your CRM data.

Q1: What is Full import and what kind of data Vainu retrieves in Full Import?

When you create a connection between your CRM and Vainu, you can import data from CRM to be able 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 name to match the company to 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.

Q2: What is Auto-sync and how often the CRM data is synchronized with Vainu?

Auto-sync updates the data imported through Full import from CRM to Vainu. If auto-sync in Vainu settings is enabled in the CRM settings the data will be updated hourly. If you add companies manually to your CRM, then Vainu will update the information within an hour. If you have added multiple companies to your CRM and Vainu has not updated the information, run Full Import. Vainu will not add any data to your CRM system with auto-sync. Auto-sync will keep imported data up-to-date and it will not update any data from Vainu to CRM.

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Q3: How does Vainu find companies in my CRM?

Vainu Full import matches the account level objects to companies in Vainu, by using either company name or 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. Example 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 to the correct company (Company names are examples).

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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 from the bottom of the home page: https://vainu.com

Q6: Where can I find Vainu's CRM integration documentation?

CRM & API Integration documentation:

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. 

Vainu Customer Register

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 is possible with the new Vainu for CRM feature.  Find out more about it here: Get to know Vainu for CRM

Q11: Can I create Vainu CRM integration so that no data is collected from my CRM in any way?

Yes and No. Vainu needs to be able to have access to your user information to be able to maintain the connection and to export companies from Vainu to CRM, Vainu needs to have access view your permissions.

You can create new Vainu CRM integration without importing data from CRM to Vainu.  This means that youRemember that searching for companies in your CRM is not possible if you wish that the full import is not done.

 

More articles about integrations:


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