Company Mapping is where you decide which Affinity fields are populated during a sync from Grata. Note: Company Domain must be mapped to Domain or Website. It cannot be mapped to a custom field (ie. "Grata Company Domain") or else syncs will fail.
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(*) asterisks mark required fields.

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All mappings besides Name & Company Domain are optional. If you choose not to map to a corresponding Affinity field, Grata won't ever send data to that field.​

During this optional step, you can set Grata with a default list. Selecting this dropdown means that each time a net-new company is synced from Grata, the company goes into that specific list in Affinity.
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Turning on Match companies only to selected list means that Grata will not look across your entire Affinity database for matchings-- only those companies in the selected list will be considered a match for Grata. This also has effects on filters like Only show companies in my CRM, or CRM Intel fields.
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Replace ON (blue)

Replace OFF (gray)

This setting makes it so that Affinity 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 Prospect Status equal to "Open Lead" — so that, once in Affinity, each net-new target has the correct status of Open Lead.

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

As an alternative to Organizations & People. you can make Grata sync directly into an Opportunity in Affinity. Change the Records to Sync dropdown in Step 1.
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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 Affinity. 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 off Pull info from my CRM; this makes Grata a one-way integration. However, it is recommended to leave this feature on, as Grata will be "blind" to Affinity, 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 Affinity data gets overwritten, Grata follows the mappings you saved.

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

Grata enriches only companies you have synced from Grata before.

By default, Grata enriches Affinity 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 Employee Headcount in Affinity, while never touching your Priority field, for example.
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CRM Intel is the feature allowing you to display Affinity-specific data on your views in Grata. If you have list-specific fields from Affinity, Grata can display those, too.

CRM Intel fields are accessible in multiple areas of the Grata platform: Company Search, Conference Pages, Buyer Search, Banker Search, and more. They are a direct reflection of your Affinity fields, and they are read-only.

Grata checks for updates in Affinity on a scheduled basis. If a Grata profile is displaying outdated information from Affinity, click Sync to have it refresh.
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Note: once CRM Intel is enabled, all your Grata seats can view the Affinity 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 equals 1 credit. The amount of Affinity fields— or the amount of contacts Grata has for that company— do not factor into the credit calculation.
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Once a company has been synced to Affinity— after the first time— any sync thereafter of that company uses zero credits. The same company can be exported to Excel without costing additional credits.

If you need to disconnect Grata from Affinity, you can do so from the Account page. Click the three dots under the Affinity tile, then choose Disconnect Affinity 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.