LinkedIn Sales Insights account matching via CRM or CSV

<!DOCTYPE html> <html lang="en" data-ui-framework="glimmer" data-presentation-type="FULL_PAGE" class="theme--artdeco"> <head> <title>LinkedIn Sales Insights account matching via CRM or CSV | Sales Insights Help</title> <meta name="apple-mobile-web-app-capable" content="yes"> <meta name="apple-mobile-web-app-status-bar-style" content="default"> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta name="description" content="LinkedIn Sales Insights account matching via CRM or CSV"> <meta name="locale" content="en_US"> <meta name="robots" content="noindex,follow"> <meta name="og:title" content="LinkedIn Sales Insights account matching via CRM or CSV | Sales Insights Help"> <meta name="og:site_name" content="Sales Insights Help"> <meta name="og:description" content="LinkedIn Sales Insights account matching via CRM or CSV"> <meta name="og:url" content="https://www.linkedin.com/help/sales-insights/answer/a145124"> <meta name="pageKey" content="hc_search_entity"> <meta name="asset-url" id="artdeco/static/images/icons.svg" content="https://static.licdn.com/sc/h/6sz1e821vgereyxaakx87tt4z"> <meta name="helpcenter:bootstrap" content="{"cdnUrl":"https://static.licdn.com","application":{"name":"helpcenter-frontend","instance":"i001","version":"0.5.5045","multiproductName":"helpcenter"},"availableHelpCenters":[{"urn":"urn:li:helpCenterInstance:linkedin","longLabel":"LinkedIn Help","shortLabel":"LinkedIn"},{"urn":"urn:li:helpCenterInstance:billing","longLabel":"Corporate Billing Help","shortLabel":"Corporate Billing"},{"urn":"urn:li:helpCenterInstance:learning","longLabel":"Learning Help","shortLabel":"Learning"},{"urn":"urn:li:helpCenterInstance:lms","longLabel":"Marketing Solutions Help","shortLabel":"Marketing Solutions"},{"urn":"urn:li:helpCenterInstance:recruiter","longLabel":"Recruiter Help","shortLabel":"Recruiter"},{"urn":"urn:li:helpCenterInstance:sales-insights","longLabel":"Sales Insights Help","shortLabel":"Sales Insights"},{"urn":"urn:li:helpCenterInstance:sales-navigator","longLabel":"Sales Navigator Help","shortLabel":"Sales Navigator"},{"urn":"urn:li:helpCenterInstance:talent-hub","longLabel":"Talent Hub Help","shortLabel":"Talent Hub"},{"urn":"urn:li:helpCenterInstance:talent-insights","longLabel":"Talent Insights Help","shortLabel":"Talent Insights"}],"globalAlerts":[],"helpCenterInstance":"urn:li:helpCenterInstance:sales-insights","lixResults":[],"locale":"en_US","pageKey":"hc_search_entity","presentationType":"FULL_PAGE","uiTheme":"ART_DECO","uiDesignSystem":"hue-infra","siteSearch":{},"contactChannels":{"contactUs":{"href":"https://www.linkedin.com/help/sales-insights/ask"}},"allowOpenChatWithQueryParam":false}"> <meta name="helpcenter:clientdata" content="{"helpCenterArticleUrn":"urn:li:helpCenterArticle:(145124,LITHOGRAPH)"}"> <meta name="helpcenter:tracking-id" content="Eb68PZWHQnS8HXYL9Wf8Uw=="> <link rel="canonical" href="https://www.linkedin.com/help/sales-insights/answer/a145124">  <link rel="icon" href="https://static.licdn.com/scds/common/u/images/logos/favicons/v1/favicon.ico"> <script>(function(){function a(){var a,b;var c=new Promise(function(c,d){a=c,b=d});return c.resolve=a,c.reject=b,c}window.helpcenter=a()})();</script> <script src="https://static.licdn.com/sc/h/8hfbuq1ftcvnnx4dd5067pi0t" async defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/2o8dibriogrqoo2ry4uoeeta5" defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/9rd2c4z6ft2hbp72rqrhblzrs" defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/5xtqei2gae2o055thp8f3rhat" defer type="text/javascript"></script>   <script src="https://static.licdn.com/sc/h/5pmf70qu4q33mnu39zf9ja1uz" defer type="text/javascript"></script> <link rel="stylesheet" href="https://static.licdn.com/sc/h/5xeufzc2c97mapmyf53p7pzb4"> <link rel="stylesheet" href="https://static.licdn.com/sc/h/br4pwt2mabgjtw8ggoqn5thbd"> <script src="https://static.licdn.com/sc/h/1dsbg1yc3aa9jw531gwug15vi" defer type="text/javascript"></script> <link rel="stylesheet" href="https://static.licdn.com/sc/h/cac1afnv6a207jsp703gom9fe"> </head> <body dir="ltr" class="base-page hue-web-theme--classic hue-web-color-scheme--light" data-test-id="base-page-body" data-in-hueify-scope="true"> <header class="global-header" data-test-id="global-header"> <div class="placeholder " id="system-message-outlet" data-inert-toggle-target="me-menu-inert-toggle-target" data-test-id="system-message-outlet"> </div>  <div class="page-width-content"> <div class="accessibility-menu" data-test-selector="accessibility-menu" data-inert-toggle-target="me-menu-inert-toggle-target"> <div class="visually-hidden" aria-live="polite"> <p class="mobile-view-on-desktop">Attention screen reader users, you are in a mobile optimized view and content may not appear where you expect it to be. 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account matching via CRM or CSV </h2> <span class="hue-default-secondary-color t-14" data-test-selector="relativeTime-container"> Last updated: 2 years ago </span> </div> </div> <div class="page-width-content article-details-content"> <div class="article-details-content__main"> <article data-test-selector="article" data-article-source="urn:li:helpCenterArticle:(145124,LITHOGRAPH)"> <div class="article-content-callout article-content-callout__background--permission" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Who can use this feature? </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> <p><p></p>To sync your CRM and correct matched accounts, you must be both a CRM and Sales Insights full admin. However, any Sales Insights user (even non-admins) may import/review accounts via CSV.</p><p></p> </div> </div>  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>In LinkedIn Sales Insights, you can match your imported accounts with companies that have LinkedIn Company Profile in one of the following ways: </p> </div> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Account matching through CRM Mapping in Sales Navigator (recommended)</p> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>If you are connecting Sales Insights to your CRM through Sales Navigator, you can use the CRM Mapping in Sales Navigator for a more flexible and accurate account matching experience with the ability to customize match fields and even force a match. Once you make changes to CRM Mapping in Sales Navigator, Sales Insights will ingest data from your CRM and match accounts accordingly.</p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Account matching with Sales Insights standalone</p> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>If you are connecting to your CRM directly with Sales Insights, you can import accounts to Sales Insights from your CRM or by uploading a CSV file. LinkedIn Sales Insights matches your imported accounts with companies that have LinkedIn Company Profiles. Similar to Sales Navigator, Sales Insights reviews account fields for each CSV or CRM record, and uses a score-based model to determine whether a match should be made with the corresponding profile.</p> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>The fields include: </p> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <ul> <li><strong>Company name:</strong> The most important input variable</li> <li><strong>Website URL:</strong> The second most important input variable</li> <li><strong>Address:</strong> Company street, city, and country</li> <li><strong>Stock symbol</strong></li> </ul> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>If available, the following can also be used to manually force a correct match:</p> <ul> <li>LinkedIn Company ID</li> <li>LinkedIn Company Page URL</li> <li>Sales Navigator URL</li> </ul> </div> <div class="article-content-callout article-content-callout__background--note article-content-callout--in-list" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Here's a tip </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> <p>Including more fields and keeping them up to date will improve your match results. In particular, ensure the two most critical fields - Company Name and Website URL, are high quality and formatted correctly for best matches.</p> </div> </div>  </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sales Insights doesn鈥檛 need an exact match of any record field entries, as it looks for similarities, partial matches, and uses advanced data cleaning to evaluate matches. However, matching is a probabilistic model that relies on the quality of the account fields provided. The more accurate your data is, particularly for Company name and Website URL, the better your matches will be.  </p> <p>After importing and matching your accounts, you will be provided two outputs to help you understand your match results:  </p> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <ul> <li><strong>Match rate:</strong> The number of unique records where at least 1 account field provided matches a company with a Company Profile on LinkedIn, divided by the total number of unique records imported. </li> <li><strong>Match confidence scores: </strong>The level of confidence in the matches based on the account fields provided, as indicated by a scoring system from 1 to 5:  <ul> <li>5 = 80-100% confidence </li> <li>4 = 60-80% confidence </li> <li>3 = 40-60% confidence </li> <li>2 = 20-40% confidence </li> <li>1 = 0-20% confidence </li> </ul></li> </ul> <p>Your downloadable match results file will provide a match confidence score for each account. </p> <ul> <li>Match results for uploaded CSVs can be downloaded from <strong>Sources</strong>. </li> <li>Match results for your CRM can be downloaded from <strong>CRM</strong>. You must be an admin in order to access this page. </li> </ul> </div> </div> </li> </ul> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p><strong>Related tasks</strong></p> </div> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a146109" target="_self">Connect your CRM to LinkedIn Sales Insights</a></p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a146099" target="_self">Manage CSV Imports in LinkedIn Sales Insights</a></p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/sales-insights/answer/a598217" target="_self">Make account matching corrections in LinkedIn Sales Insights</a></p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/sales-insights/answer/a1424152" target="_self">Make account matching corrections in bulk in LinkedIn Sales Insights</a></p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a530911" target="_self">Use Custom Field Mapping Tool for CRM Entities</a></p> </div> </div> </li> </ul> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p><strong>Learn more</strong></p> </div> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/sales-insights/answer/a1429969" target="_self">LinkedIn Sales Insights Account Matching via CRM or CSV FAQ</a></p> </div> </div> </li> </ul> </article>  <div class="placeholder " id="helpfulness-rating"> </div> </div> <div class="article-details-content__delimiter"></div> <aside class="article-details-content__aside"> <div 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