Importing Opportunity Data from CRM

As your prospects make their way through the buying journey, it's helpful to know which accounts are in the various stages of the opportunity.

You can now import opportunity data at the account level into D&B Lattice directly form your Customer Relationship Management (CRM) Platform. This data is surfaced in D&B Lattice and can be used for audience segmentation and creation (e.g. exclude customers with an open opportunity from an ad campaign introducing the product).

A new tile has been added to D&B Lattice called "My Opportunities", which surfaces your opportunity data. 

Getting Started

Prerequisite: Requires Identity Resolution, which matches and removes duplicate data from your systems to create a single source of truth.

Currently, the setup for importing opportunities is not self-serve. Before contacting your customer success manager you should have these pre-requisites.

• You should read through this article to understand what information is required and contact your customer success manager to assist with the setup.
• Please ensure that all accounts in Salesforce are loaded in D&B Lattice and have been assigned a unique account ID. 

1. Create a system to represent your CRM

If your opportunity data is stored in a CRM such as Salesforce, Microsoft Dynamics or SAP, you will need to set up a new system to represent this platform.

Create and set up a new system by going to My Data -> Import Data -> Create System.

After the system is set up, configure the account template. 

Once the setup is complete, the Opportunity template will appear in your CRM system.

2. Send opportunity data from from your CRM to D&B Lattice

There are two ways to send data:

Option 1: Use SFDC connector to get data from Salesforce: Lattice supports a Salesforce import connector that can directly import opportunity data.  

To understand what is needed from you to use the automated import connector you should review the Connectors for Automated Data Import article. 

Option 2: You send data to Lattice: Alternatively, you can send data from your CRM directly to Lattice as a CSV file. 

You can use option 2 if your opportunities are within a non-Salesforce system. The file sent to Lattice will need to have the below format exactly for Lattice to successfully import the file. 

CreatedDate – a datetime field that has date and time of when the opportunity was created

Id – the opportunity ID that uniquely identifies the opportunity 

StageName – a string value that has the Opportunity Stage of the opportunity 

AccountId – the unique identifier of the account that this opportunity is associated with  

To help you automate this process, we recommend send this CSV regularly through the AWS S3 folder created for accepting opportunity data. You can review the article on automating data to Lattice Using AWS S3. 

3. Configure D&B Lattice to specify which opportunity stages can be used to build audiences

You can choose up to 10 unique opportunity stages that can be used for segmentation and audience creation.

 Go to My Data -> Import Page -> Opportunity Template -> Configure  

Next, upload a CSV with up to 10 different opportunity stages. Each stage is a regular expression that can be used to aggregate across one or many opportunity stages.