Creatio base
This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

How to enrich the account data from the open Internet sources

Use the [Enrich data] action to run automatic search for account information. Click the btn_account_data_enrichment.png button to run this action.

Note

To access the data enrichment function, you need to have permission for the [Can enrich account data] system operation.

Note

Before running the data enrichment, make sure that the account profile contains at lease company name and website address.

As a result, bpm’online will search open sources for the following account data:

email addresses

phone numbers

account profiles in Twitter, LinkedIn, Google+, Youtube, Instagram, SlideShare and Pinterest social networks.

When the search is complete, a window with a list of found communication options will open (Fig. 1).

Fig. 1 Data enrichment window

scr_account_data_enrichment_search_window.png 

You can edit the communication options in this window. Select records that must be added to the account page and click [Add]. The data will be saved on the account page:

email addresses will be saved as “Email” communication options

phone numbers will be saved as “Primary phone” communication options

Facebook profile pages will be saved as “Facebook” communication options

Twitter profile pages will be saved as “Twitter” communication options

LinkedIn, Google+, Youtube, Instagram, SlideShare, Pinterest profile pages will be saved as “Web” communication options.

To run the search again, click the btn_account_data_enrichment_refresh.png button in the data enrichment window.

Note

You can change the number of displayed communication options of each type using system settings. Read more >>> 

See also

How to set up data enrichment

Account data enrichment from the open Internet sources FAQ

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