LinkedIn Sales Insights CRM Writeback FAQ

<!DOCTYPE html> <html lang="en" data-ui-framework="glimmer" data-presentation-type="FULL_PAGE" class="theme--artdeco"> <head> <title>LinkedIn Sales Insights CRM Writeback FAQ | Sales Navigator 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 CRM Writeback FAQ "> <meta name="locale" content="en_US"> <meta name="robots" content="index,follow"> <meta name="og:title" content="LinkedIn Sales Insights CRM Writeback FAQ | Sales Navigator Help"> <meta name="og:site_name" content="Sales Navigator Help"> <meta name="og:description" content="LinkedIn Sales Insights CRM Writeback FAQ "> <meta name="og:url" content="https://www.linkedin.com/help/sales-navigator/answer/a411753"> <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-navigator","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-navigator/ask"}},"allowOpenChatWithQueryParam":false}"> <meta name="helpcenter:clientdata" content="{"helpCenterArticleUrn":"urn:li:helpCenterArticle:(411753,LITHOGRAPH)"}"> <meta name="helpcenter:tracking-id" content="qlYqa+8aQ+q+PepIpTUG6A=="> <link rel="canonical" href="https://www.linkedin.com/help/sales-navigator/answer/a411753">  <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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href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-navigator%2Fanswer%2Fa411753&trk=help_me_menu" data-test-id="me-menu-sign-in"> Sign in </a> </div> </div> <a class="site-navigation__sign-in artdeco-button artdeco-button--2 artdeco-button--secondary artdeco-button--inverse mobile-excluded" href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-navigator%2Fanswer%2Fa411753" data-test-id="sign-in-button">Sign in</a> </nav> </div> </header> <main role="main" tabindex="-1" id="a11y-main" class="layout layout--one-column" aria-label="Help content" data-inert-toggle-target="me-menu-inert-toggle-target"> <div class="article-details-page"> <div class="hue-page-heading" data-test-selector="heading-container"> <div class="page-width-content"> <h2 class="hue-page-heading__title hue-default-color t-24 t-bold" data-test-selector="heading-title"> LinkedIn Sales Insights CRM Writeback FAQ </h2> <span class="hue-default-secondary-color t-14" data-test-selector="relativeTime-container"> Last updated: 1 year 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:(411753,LITHOGRAPH)"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>LinkedIn Sales Insights CRM Writeback allows you to establish a foundation of real-time firmographic and function-level data in your CRM from Sales Insights. You can do this through manual export, or by enabling daily export to your CRM. </p> </div> <div class="article-content-callout article-content-callout__background--note" 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>This feature is currently only available for Sales Navigator CRM sync customers with Salesforce or Microsoft Dynamics. In early 2021, we hope to offer this without the need for Sales Navigator or CRM integrations.</p> </div> </div>  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Review these frequently asked questions to learn more about CRM Writeback: </p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <h3><br> </h3> <h3><strong>General Questions</strong></h3> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-eowsv" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">What are the Sales Navigator prerequisites to enable CRM Writeback? </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-eowsv" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Ensure that your Sales Navigator contract is synced with your CRM instance. Only users who are both CRM admins and Sales Navigator full admins can sync CRM with Sales Navigator. </p> <p>If you don't have these necessary permissions in Sales Navigator, please contact your Sales Navigator Admin and have them complete the CRM Sync steps outlined at <a rel="" href="http://salesnav.in/crm%22%20/" target="_blank">Salesnav.in/crm</a>.  </p> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-mmurb" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I install the packages required to enable CRM Writeback?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-mmurb" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <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>You must be a CRM admin to install the package. </p> </div> </div>  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To install the packages, please review the following guides:</p> <ul> <li>For Salesforce: <a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a419447" target="_self">Installation Guide: Sales Insights for Salesforce</a>  </li> <li>For Microsoft Dynamics 365: <a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a419445" target="_self">Installation Guide: Sales Insights for Microsoft Dynamics 365</a> </li> </ul> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-y94wk" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Which LSI users can enable CRM Writeback?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-y94wk" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <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>Only Sales Insights full admins can enable CRM Writeback. </p> </div> </div>  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Full admins can: </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>Can view the CRM settings page in Sales Insights.</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>Can configure daily export of purchased and matched accounts to the CRM.</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>Can link the CRM to Sales Insights.</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>Can configure personas for export.</p> </div> </div> </li> </ul> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-w29id" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I link a CRM within Sales Insights?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-w29id" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To link a CRM within Sales Insights: </p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and click <strong>CRM</strong> in the top right corner. </p> <p>This will be available if you're a full admin. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>On the left rail, click <strong>Edit</strong> next to <strong>CRM Integration</strong>.  </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Select the CRM that you’d like to connect. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click <strong>Confirm</strong>. </p> </div> </li> </ol> <div class="article-content-callout article-content-callout__background--note" 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>It will take 24-48 hours for the sync to be enabled. </p> </div> </div>  </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-z4khn" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I view my CRM permission level?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-z4khn" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To view your permission level: </p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and click <strong>CRM</strong> in the top right corner. </p> <p>This will be available if you're a full admin. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>On the left rail, click <strong>Settings.</strong>  </p> </div> </li> </ol> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>This page will show <strong>Your CRM permission level.</strong> You must have read and write permissions to enable CRM Writeback. </p> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-atlcq" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I turn on CRM daily export? </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-atlcq" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="article-content-callout article-content-callout__background--note" 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>Prior to turning on sync, please ensure you’re linked to a CRM, and have waited 24-48 hours for sync to be enabled. </p> </div> </div>  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To turn on daily export:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and click <strong>CRM</strong>. </p> <p>This will be available if you're a full admin. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>On the left rail, click <strong>Settings.</strong>   </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Under <strong>CRM daily report</strong>, change the toggle to <strong>On</strong>. </p> </div> </li> </ol> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-e90mu" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Which accounts are included in CRM daily export? </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-e90mu" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>The following accounts are included in daily export:</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 records that exist within your CRM and match to an account in Sales Insights. </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>Previously purchased accounts. </p> </div> </div> </li> </ul> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-a9yyo" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">If you delete/edit account records in your CRM, how soon do the changes reflect in Sales Insights?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-a9yyo" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>If you delete, merge, or create account records in your CRM, it can take up to 72 hours for the changes to reflect in Sales Insights. So, accounts deleted in your CRM can still appear in Sales Insights reports for up to 72 hours. </p> <p> </p> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-tlnyw" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I know if my daily export succeeded? </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-tlnyw" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To confirm your daily export:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and select <strong>Exports</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Under <strong>Daily CRM Export</strong>, check the <strong>Date of last export</strong>. </p> </div> </li> </ol> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>When daily export succeeds, you’ll see the date of the export as well as the total number of exported records. </p> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-uc8xm" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">What do I do if my daily export fails?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-uc8xm" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To fix your daily export:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and select <strong>Exports</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Review the error message on the page to help identify the and correct the issue. </p> <ul> <li><strong>For partial failures:</strong> Download a CSV to determine which accounts were impacted. </li> <li><strong>For CRM authentication failures:</strong> You'll be directed to resolve the issue in Sales Navigator.</li> </ul> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Once you've resolved the issue, please either:</p> <ul> <li>Run a manual report.</li> <li>Wait for the daily export to run again.</li> </ul> </div> </li> </ol> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-q25c9" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I expend credits to export additional matched accounts to my CRM? </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-q25c9" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To expend credits:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and select <strong>Reports</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click the report you’d like to view, or create a new report. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>On the left rail, click <strong>Edit</strong> next to <strong>Source</strong> and include your CRM as a source.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Add additional filters to identify the accounts that you’d like to purchase and click <strong>Select</strong>.  </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>After all filters and sources have been included or excluded, click <strong>Done</strong> then <strong>Apply</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>In the top right corner of your report, click <strong> <li-icon type="download-icon"></li-icon> Export</strong>. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>From the dropdown that appears, select if you'd like to export to <strong>CSV</strong>, <strong>CRM</strong>, or <strong>Sales Navigator</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>In the <strong>Export company records</strong> window, review the number of <strong>Company Records</strong> you'll be exporting and the <strong>Cost</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click <strong>Review</strong> then <strong>Yes, purchase</strong> if you'd like to proceed.</p> </div> </li> </ol> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Purchased accounts will be included in the next daily export to CRM. </p> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-iisvg" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">What data fields will be populated in my CRM?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-iisvg" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>We will write all data into custom fields in your CRM. The following fields will be exported: </p> <p><strong>Company Data </strong></p> <ul> <li>LinkedIn ID </li> <li>LinkedIn Company Page URL </li> <li>Company Name </li> <li>LI Industry </li> <li>Headquarters City </li> <li>Headquarters State (US/Canada) </li> <li>Headquarters Country </li> <li>Company Website URL </li> <li>Global Employee Count </li> <li>Global Employee Growth </li> <li>Last Export Date </li> </ul> <p><strong>Persona Data (For each Persona)</strong></p> <ul> <li>Persona - Name </li> <li>Persona - Global Employee Count </li> <li>Persona - Global Employee Growth </li> </ul> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-f2uey" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I turn on one or more Personas to be exported to my CRM? </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-f2uey" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Three fields will be created in a custom object in your CRM for each Persona exported:</p> <ul> <li>Persona - Name</li> <li>Persona - Global Employee Count</li> <li>Persona - Global Employee growth</li> </ul> <p>If you haven’t already created a Persona, navigate to the Personas tab to <a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a193014" target="_self">create a new Persona</a>. </p> <p>To turn on a persona:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and click <strong>CRM</strong> in the top right corner. </p> <p>This will be available if you're a full admin. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>On the left rail, click <strong>Persona data export</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Select up to six personas to be exported to the Sales Insights customer component on the account record. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click <strong>Confirm</strong>. </p> </div> </li> </ol> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-p86sl" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I edit or delete a Persona selected for CRM export? </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-p86sl" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To remove a persona:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and click <strong>CRM</strong> in the top right corner. </p> <p>This will be available if you're a full admin. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>On the left rail, click <strong>Persona data export</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click <strong>Change</strong> then <strong>Remove export</strong>. </p> </div> </li> </ol> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>If you edit a Persona that’s configured to writeback to your CRM, you can view new persona data within 24 hours. Learn more about <a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a193014" target="_self">deleting a Persona</a>.</p> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-g6txo" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I switch a persona selected for CRM export with another? </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-g6txo" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To switch a persona:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and click <strong>CRM</strong> in the top right corner. </p> <p>This will be available if you're a full admin. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>On the left rail, click <strong>Persona data export</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click <strong>Change</strong> then <strong>Select different Persona</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Toggle the button <strong>On</strong> next to your desired Persona. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click <strong>Confirm</strong>. </p> </div> </li> </ol> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-p9l4u" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">How do I export new accounts sourced from Sales Insights into my CRM?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-p9l4u" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To export data for accounts not already in your CRM:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights and build a new report that includes accounts that are currently outside of your CRM.</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>While building this report, be sure to include the following selections as the <strong>Sources</strong>:</p> <ul> <li><strong>Include:</strong> All Companies on LinkedIn</li> <li><strong>Exclude:</strong> CRM</li> </ul> <p>Use the <strong>Company</strong> and <strong>Persona</strong> filters to refine your criteria for the report.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Review the generated report and identify the accounts that you would like to export.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>In the top right corner of your report, click <li-icon type="download-icon"></li-icon> <strong>Export</strong> and select <strong>CSV</strong>.</p> </div> <div class="article-content-callout article-content-callout__background--warning article-content-callout--in-list" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Important to know </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>Exporting accounts will consume credits.</p><p></p> </div> </div>  </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Use the bulk upload tool in CRM to create new account records in your CRM. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Wait 24 hours for these new accounts in your CRM to be synced with Sales Insights.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>After 24 hours, verify that these accounts exist by creating a report with source = <strong>CRM</strong> and filtering for account owner or opportunity stage. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Return to the report from which you identified these new accounts. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Change the source to <strong>CRM</strong>. </p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Now export to CRM. This won't cost any additional credits. </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>Once exported, you’ll see Sales Insights data populated for these new accounts in the CRM. </p> </div> </li> </ol> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-l86ga" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">What happens to your Sales Insights data if you uninstall the app from your CRM?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-l86ga" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>If you uninstall the LinkedIn Sales Insights app in your Salesforce or Microsoft Dynamics 365 CRM, all your reports, views, components, and custom tabs will be deleted. </p> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-5yjnt" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-bold article-content__collapsible-trigger-text">Can you share more information about your security and privacy policies?</span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-5yjnt" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Learn more about LinkedIn’s <a rel="" href="https://security.linkedin.com/content/security/global/en_us/index/our-security-practices" target="_blank">security policy</a> and <a rel="" href="https://www.linkedin.com/legal/privacy-policy" target="_blank">privacy policy</a>. </p> </div> </div>  </div> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <h3><br> </h3> <h3><strong>Salesforce Questions</strong></h3> <p>Learn more about <a rel="" href="https://www.linkedin.com/help/sales-navigator/answer/a423501" target="_self">LinkedIn Sales Insights CRM Writeback for Salesforce</a>.</p> </div> <div class="t-14 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