DealCloud Permissions
In order to get started with your Grata integration, please ensure that in DealCloud you have API Access and the Platform Manager user group enabled. This is required to set up necessary fields (Object Management) and ensure that records sync from Grata with no errors.
Establish the Connection
To establish the connection between Grata and DealCloud, you will need:
API Key
Client ID
These can be found in DealCloud by clicking on your user icon > Profile > Enable API Key toggle. They may also be provided to you directly by a DealCloud representative.
Go to the Account page in Grata
Scroll down to Integrations and select DealCloud
A pop-up will appear:
Domain = the part of your company's DealCloud URL preceding the ".dealcloud.com" part. For example grata
extension = .com (or .eu depending on the region)
Client ID = clientId
API Key = apiKey
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 DealCloud. 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 DealCloud.
Does Grata share my data?
Grata does not use your CRM data for any other purpose in the platform. The connection with DealCloud 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, you can do so from the Account page. Click the three dots under DealCloud, then choose Disconnect Salesforce from Grata. API credentials — plus any CRM data— are immediately wiped.
Company Mapping
Company Mapping is the step during setup where you decide which DealCloud 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 DealCloud. By clicking into a box, Grata displays the selection of supported DealCloud fields for that data point.
If you do not select a corresponding DealCloud 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 in it.
Grata will populate the field only when creating a new company in your CRM.
Hard-coded Fields (Required)
There is a required step for company syncing to work. Grata's integration has two hard-coded fields:
RelationshipOwner
ContactOwner
for the Company object and Contact object, respectively. In the case of the Company object, it is typically the Coverage Person(s) field in DealCloud that gets its API Name renamed to Relationship Owner.
Both updates can be made from Admin > Object Management in DealCloud.
Preset Values
An additional—optional— step during Company Mapping is to set Preset Values.
Preset Values are fixed data where the same value will sent to a field every time a company is synced to DealCloud. Rather than a typical field mapping, the value does not dynamically change based on the company profile. One example would be:
Type = Operating Company
This means that whenever a company is synced from Grata, the Type field is always populated with "Operating Company". This can sometimes be a useful feature to populate required fields in DealCloud.
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 DealCloud 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 DealCloud contact data gets populated any time that Companies & Contacts are synced.
(*) asterisks mark required fields:
Job Title Filtering
There is an optional step to select specific Job Titles for contact syncs. Unchecking job titles can help prevent unwanted contacts flowing through to DealCloud. Change the dropdown to Select specific titles if you wish to filter syncs by Job Title.
Pull Data from DealCloud Data into Grata
This feature, also known as "CRM Intel", is the ability for Grata to display information directly from your DealCloud on matching companies in Grata.
All CRM Intel fields are read-only. Grata checks for updates in CRM once per hour to display the latest information. Note: once turned on, that CRM field is visible to all Grata seats in your organization.
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.
What about required fields in my DealCloud?
If required fields in DealCloud are blocking Grata, we recommend using Required Fields Exception. Essentially, this gives the connected user the ability to create records via API without filling in required fields. Contact Grata to find out more.
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.