Establish the Connection
To establish the connection between Grata and Affinity, you will need:
An API Key from your Affinity
In Affinity, this is located under Settings > Data & Privacy > API.
To use an existing API key, you may need to reach to your internal IT team.
Admin Privileges in Grata
Contact your Grata representative if you are not yet an admin.
Go to the Account page in Grata
Scroll down to Integrations and select Affinity
Copy your API key from Affinity
Paste your API key into the message box
Begin setting up a new connection
Sync Preferences
Before you begin mapping the specific fields you would like Grata to populate when syncing, select your CRM preferences.
Pull info from My CRM into Grata
Pull info from my CRM is how Grata pulls matching companies from your Affinity. This feature is also the driver behind the Show companies in my CRM filter:
This feature runs once per week. If you need Grata to pull matching companies on an immediate basis, contact Grata support.
Auto-Update Companies & Contacts in my CRM
This feature is how Grata does data enrichment on your CRM. When it comes to deciding which data should be overwritten, Grata respects the rules that you've set in Company Mapping.
Auto-update Companies & Contacts runs in the background whenever there is a change to a Grata company profile for one of the data points you have mapped. Within minutes, Grata automatically updates the matching company in Affinity.
Does Grata share my data?
Grata does not use your CRM data for any other purpose in the platform. The connection with Affinity is a secure data pipeline between your Grata and CRM, existing solely to benefit your search experience.
Read more about Grata's security policy with our Integrations and Data Privacy FAQ.
How does Grata prevent creating duplicates?
Grata knows not to create duplicate companies. Before syncing, Grata will check your CRM for the Website or Domain. Grata can recognize a match regardless of whether the spelling is amazon.com or http://www.amazon.com in your CRM.
Grata knows not to create duplicate contacts in your CRM based on the First Name + Last Name of the person. It also checks for a match to the contact's email address.
How do I disconnect my CRM?
If for any reason you need to disconnect Grata from your CRM, you can do so from the Account page. Click the three dots under Affinity, then choose Disconnect Affinity from Grata. API credentials — plus any CRM data— are immediately wiped.
Company Mapping
Company Mapping is the step of integration setup where you decide which Affinity data gets filled in any time that a company is synced from Grata.
(*) asterisks mark required fields:
The left column contains each data point that can sync to Affinity. By clicking into each box, Grata displays the selection of supported Affinity fields for that data point.
If you do not select a corresponding Affinity field for that Grata field, no Grata data will be pushed into your CRM for that field.
Replace Values
Toggle ON (blue)
Grata will override that value, including any previous values currently in that field.
Grata will override blanks in that field.
Toggle OFF (gray)
Grata will not update the value in your CRM for any matching companies, regardless of whether the value is blank or has data.
Grata will populate the field only when creating a new company in your CRM.
Additional Guides for Company Mapping
For a comprehensive list on each Grata field and what it means, please refer to Grata Field Definitions. For a list of supported Affinity field types, please refer to this document (recommended field types are shown in bold).
Contact Mapping
Contact Mapping is the step during integration setup where you decide which Affinity Person data gets populated any time that Companies & Contacts are synced.
(*) asterisks mark required fields:
Job Title Filtering
There is a dropdown where you can set which Job Titles for contact syncs flow through to Affinity. Unchecking some of these job titles is a way to filter out unwanted contacts during a bulk sync.
How do I know when my work is saved?
Your CRM integration settings are saved once you click Next on the final step of the setup screen.
What should I do if I run into an error while syncing to CRM?
If you need assistance with your CRM integration, reach out to Grata Support (support@grata.com) or chat with us in the Help section > Messages.
Where can I see my syncing history?
To see logs on how many companies were synced, how many credits were used, and by whom, go to Accounts > Audit Log. For detailed information, such as how many contacts were synced, reach out to Grata Support.