Databook connects the accounts in your CRM to the correct company records in our platform. Accurate mapping is what makes account intelligence, scoring, and analytics reliable, so here's how it works.
What we need from your CRM records
To map an account with the highest accuracy, we use the following identifiers:
Company or account name, as it appears in your CRM. if you also capture a legal name field, please include that.
DUNS number, this is an important identifier, especially for accounts with similar names or multiple related entities. We strongly recommend sharing the account DUNS number.
Company website domain
You don't need to provide all three for every account, but the more of these fields your CRM includes, the more accurate and complete your mapped account data will be.
Make sure you include an account ID for each account, so you retain a stable identifier to reference back to data in your CRM.
Our approach to account mapping
When you connect a CRM or upload an account list, Databook matches each account against our company database, which covers a broad universe of companies drawn from a premium data source (S&P Global). We rely on your strongest available identifiers first, and use additional checks to validate each match before it's applied. Accounts we can't match with confidence are flagged rather than mapped incorrectly, so you can review them.
Mapping to a parent company
In some cases, Databook maps an account to its parent company rather than to the entity as entered in your CRM. We do this when the parent company record gives you access to more complete and relevant insights, such as financials or strategic priorities, that aren't available at the subsidiary level. When this happens, you'll see the account reflected under its parent company in Databook.
If you have questions about how a specific account was mapped, reach out to your Databook support contact.