Bulk Linking Process

Please refer to the pages on the guides below if needed: 

• SFDC Lightning Enrichment Install Guide (Page 49)
• SFDC Classic Enrichment Install Guide (Page 40)

Step 1: Provide File to your CSM

Provide your Crunchbase CSM with a .csv file with containing the following:

• Account Name (column A)
• Website Domain (column B)
• Salesforce/Account ID (optional column C)

Once processed, the Crunchbase team will provide you with a matching report, please allow 3-5 days for processing. 

Step 2: Create a New File

Create a new .csv with the following columns

• Object ID (SFDC) - SFDC ID for the Account or Lead you want to link
• Name
• UUID - Crunchbase company UUID, may can contain hyphens
• Permalink - Crunchbase company Permalink
• Enrichment ID - blank, but will be filled in process
• Link ID - blank, but will be filled in process

From the matching report, provided by Crunchbase, copy the UUIDs and Permalinks and add to UUID and Permalink columns 

Step 3: Import the Data

Lightning Instructions

• Data Import Wizard
• Dataloader.io

Classic Instructions

• Dataloader v1.43 or newer
• Dataloader v1.41 or older

Step 4: Manage Batch Settings 

To trigger an enrichment,

• Go to Setup > Custom Settings
• Then click on Manage for “Crunchbase Batch Settings”
• Then click on Edit for “EnrichmentBatch”, change “Batch Size” to 1 and then click Save
• Once you have set the Batch Size to 1, test your newly bulk linked records by manually trigger a data enrichment from the Install Wizard page
• Once you have completed your first bulk enrichment process and everything looks good, change the Batch Size for “EnrichmentBatch” back to 5 for a more efficient bulk enrichment process