Importing Opportunity Data

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.

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. 

You will need to provide sample data from your CRM including the Account IDs assigned to your companies to establish the template.

*Account ID – the unique ID that identifies accounts in your system

2. Add your Opportunity Data to your CRM

Contact your customer success manager at D&B to help setup your opportunity data in your CRM. Once the setup is complete, the Opportunity template will appear in your CRM.

3. Automate data transfer from your CRM to D&B Lattice

If you are using Salesforce, please contact your customer success manager, who can assist with the configuration in D&B Lattice. Before contacting your customer success manager, please ensure that all accounts in Salesforce are loaded in D&B Lattice and have been assigned a unique account ID.

If you are using a CRM other than Salesforce, setup your data automation by first formatting your data to match the D&B Lattice opportunity schema (below).

LastModifiedDate – a datetime field that has date and time of when the opportunity was updated

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  

Next, automate data transfer through S3. It's recommended to copy the opportunity data S3 location from the import template page.

4. 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.  

*Note: The configuration page still shows only stage name and is a known issue. Please use the template in the table above to include the name and stage name.