For more information on authenticating, please refer to this article.

Company Mapping is where you decide which Account fields are populated during a sync from Grata. Company Domain must be mapped to Website. It cannot be mapped to a custom field (such as Grata Custom Domain) or syncs will fail.
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(*) asterisks mark required fields.

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All mappings besides Name & Website are optional. If you choose not to map to a corresponding Salesforce field, Grata won't ever send data to that field.​
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Replace ON (blue)

Replace OFF (gray)

This setting makes it so that Salesforce is populated with a fixed, predefined value for a certain field, each time a company is synced — regardless of the specific data that is on the Grata profile.

For example, set Engagement Status equal to "Not started" — so that all newly added companies to your Salesforce begin in Not Started.​

Before you dive into Company Mapping, select which Account Record Type(s) will be synced with Salesforce.

As an admin, if your team has multiple seats in Grata, this selection controls which Record Types are available to non-admin users when they sync. When a non-admin clicks sync, only the Record Types selected here will be shown to them as an option.
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If a user syncs a company that already exists in Salesforce — but the type from Grata is different from the type in Salesforce— Grata creates a new, separate record in Salesforce.
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If a user syncs a company that already exists in Salesforce — and it has the same Record Type coming from Grata — Grata updates the existing record in Salesforce.

Contact Mapping is the step where you decide which Salesforce contact data gets populated any time Companies & Contacts are synced.
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(*) asterisks mark required fields:

There is an optional step to filter Job Titles for contacts. By selecting specific titles, you can filter out unwanted contacts from flowing to your Salesforce.

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As an alternative to Accounts & Contacts, you can make Grata sync to the Lead object in Salesforce. Change the Records to Sync dropdown in Step 1.

Grata will push both the firmographic information and contact information for that company onto a single record — a Lead — in one clean sync.

Yes, the CRM Intel feature is also supported for Leads!

Yes. Even after a Lead is converted to Account in Salesforce, Grata will still recognize that company as a match.

Before you setting the fields you would like Grata to populate when syncing, select your CRM preferences.

Pull info from my CRM is the feature that allows Grata to check for matches in your Salesforce. This feature is the driver behind filters such as Show my companies, where you can filter down Grata profiles to ones that match your CRM.

Yes, you can turn this setting off. This would make Grata a one-way integration. However, it is recommended to leave this feature on, as Grata will be "blind" to your CRM, which means it cannot index company matches— thus slowing down syncs.

Grata refreshes weekly. If you have access to the Auto-Update feature, you can set this to run daily, or monthly.
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This feature runs automatic data enrichment. When it comes to deciding which Salesforce data gets overwritten, Grata follows the Company Mapping you saved.

Grata enriches all Salesforce records it finds a match with. This also includes companies added to Salesforce from sources other than Grata. Note: this option will consume more credits.

Grata enriches only companies you have synced from Grata before.

By default, Grata enriches Salesforce weekly. If you have access to Auto-Update, you can change the Auto-Update Frequency by clicking on the blue calendar icon.

Data is controlled at the field-by-field level; only fields where the Replace toggle is ON will be overwritten (see: Company Mapping). This means Grata can overwrite your Employee Headcount field, while never touching your Priority field.
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CRM Intel is the feature allowing you to display Salesforce-specific data on your views in Grata. Press check next to any of the Salesforce fields that would be appropriate. You can use the search box to find the field.

CRM Intel fields are accessible in multiple areas of the Grata platform: Company Search, Conference Pages, Buyer Search, Banker Search, and more. Fields are read-only.

Grata checks for updates in Salesforce on a scheduled basis. If a Grata profile is displaying outdated information from Salesforce, click Sync to have it refresh.
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Note: once CRM Intel is enabled, all your Grata seats can view the Salesforce fields.

No. The connection is a secure data pipeline between your Grata instance and CRM— existing solely to benefit your search experience. Grata has its own proprietary data, and will not use your CRM data for any other purpose in the platform.
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Read more about our data policy on the Integrations and Data Privacy FAQ.

Grata knows to avoid creating duplicate companies. Before syncing, Grata will check for a matching Website. Grata recognizes a match regardless of whether the company is spelled amazon.com or http://www.amazon.com in your CRM.

Grata knows to avoid creating duplicate contacts, as well. It will check for First Name + Last Name of the person. It then checks for a match to the person's email.

Each Grata profile sync equals 1 credit. The amount of data fields mapped— or the amount of contacts on the profile— do not factor into the credit calculation.
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Once a company has been synced— after the first time— any sync thereafter of that company uses zero credits.

Absolutely! You may test syncing to a Salesforce sandbox before opening up the syncing feature to all users. Please contact your Grata representative to get started.
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If you need to disconnect Grata from Salesforce, you can do so from the Account page. Click the three dots under the Salesforce tile, then choose Disconnect Salesforce from Grata. Stored credentials are immediately wiped.

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.
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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.