16Workflow Integrations

Spreadsheets Imports and Exports

Oracle DataFox lets you import and export lists using spreadsheets. You can also import Oracle DataFox columns with custom data in bulk.

Growth Equity Use Case

Oracle DataFox lets you import lists, allowing you to ingest proprietary information for further analysis.

Examples of what you can send include:

• PitchBook Fields

• Proprietary information from a spreadsheet (aggregated software review metrics)

• Similar Web traffic

Let's see how we can send this information directly to Oracle DataFox.

Initially, let’s use Pitchbook as an example. To begin with, create a Custom Field.

Note: The instructions mentioned in the Create Custom Field section use Pitchbook Pre-Money Evaluation as an example column. Choose your own column name as appropriate.

Create Custom Field

1. First, log in to your Oracle DataFox instance and navigate to Settings. Once there, you want to navigate to the Fields tab.

   

2. Click Add Custom Field.

   

3. In the Define Custom Field window, input the name, description, and text for the custom field. In our example, we have it as such:

   

Now that you have created the Custom Field, you need to upload the relevant customer information. This differs based on your organization, but in this example, let’s use CSV files

Uploading Custom CSV

1. To accurately push information over to Oracle DataFox, make sure your columns in a CSV or Excel file are accurate, like this screenshot.

   

   Note: These are sample metrics not from PitchBook. Please don’t use these in your analysis.

2. With your list prepared, you want to upload this to Oracle DataFox. To do so, navigate to the Upload List tab in your software instance.

   

3. As you can see, there’s an option to import your own CSV list! Select that and click Next.

   

4. On the next window, you can select and upload your list. Again, we’re using our example file.

   

5. You can see the list name appear before you upload. Click Next.

   

6. The next step is important, as you need to map this custom list to your custom field. Select the appropriate field under Mapped to Custom Field. Afterward, click Upload List.

   

7. Afterward, you should see a message regarding the successful upload:.

   

   Now, your list is uploaded and you would have successfully mapped custom information to your custom field.

8. To use it, all you need to do is navigate to the Companies tab and select Fields.

   

As you can see, your custom field now shows up! You can drag as desired to improve the interface organization while simultaneously taking advantage of its feature.

Sales Team Use Case

The list import function allows you to ingest custom information into Oracle DataFox to give your reps accurate data. Or, it creates more strategic options when identifying top performing accounts.

For example, you can send over:

• MAU (monthly active users) from MixRank or Apptopia

• Similar Web (web traffic)

• Custom CRM information (eg Hubspot account owner)

To use this strategy, you must create and filter custom fields. Let’s see how.

Create Custom Field

1. Sign in to Oracle DataFox and navigate to Settings.

   

2. Click Fields. You can see custom fields that you have created.

3. Click Add Custom Field.

   

   Now, a new window appears. Here, you can create your custom field with details preferred. For our example, we’ll make a custom field with Hubspot Account Owner. You can set a description and modify its type, but for now, we’ll leave it as Text. Now, select Create Field.

   

4. The created custom field now shows up as shown in this screenshot.

   

Now that you have created the Custom Field, you need to upload the relevant customer information. This will differ based on your organization, but we’ll use one of our CSV files as an example.

Upload Custom CSV

1. In your C column, make sure the name and Custom Field name match, as shown in this screenshot.

   

2. With your list prepared, you want to upload this to Oracle DataFox. To do so, navigate to the Upload List tab.

3. As you can see, there’s an option to upload your own CSV list. Select that and click Next.

   

4. On the Upload to get an enriched CSV page, select and upload your list. Let's use the example file.

   

   The list name appears before you upload.

5. Click Next.

   

   The next step is crucial, as you need to map this custom list to your custom field.

6. Select the appropriate field under Mapped to Custom Field column, and then click Upload List.

   

   A message appears after the upload is successful.

   

   You have successfully mapped custom information to your custom field.

7. To use this, navigate to the Companies tab and click Fields.

   

As you can see, your custom field now shows up. You can drag as desired to improve the interface organization while simultaneously taking advantage of its feature.

Import Company Lists

Import your list of companies from an excel file to create a static list which appears on the Lists page.

Note: Ensure that your list is less than 40,000 rows so that the process completes successfully.

If your list of companies is in a different format or is sourced directly from a website, you can also send the source directly to Oracle Support. Oracle Support parses the data, adds a list of companies to your account, and notifies you when it's ready.

Why Import?

Importing lists, for example, lets you select from several fields beyond names and URLs. You can create mappings to existing columns or create new ones.

You can take your spreadsheets with company names and URLs and enrich it with data. You can immediately export it as a CSV without needing to save it as a list on Oracle DataFox.

You can also view any of your previous uploads in the History tab.

Let’s look at different methods to upload company lists. Upload List is accessible from anywhere on the Oracle DataFox module.

Option 1: Import List

1. When selected, you’re presented with three options. Here, we'll start with Import list and save to DataFox option.

   

2. When selected, you are brought to another screen for uploading an Excel or CSV file.

   

3. You can browse for your files or simply drag-and-drop them into the provided space. Additionally, you can name the list and add a description for improved clarity.

   When you upload the list, you receive several messages indicating the upload process. After the list is successfully uploaded, a confirmation message is displayed.

   

   You can use this function to compare records with your CRM application, filter lists, get alerts, and much more.

Option 2: Upload List for Enriched CSV

This option is suited to users if they prefer viewing lists in an Excel document. It also retains original company names and URLs while providing firmographic information (like location, headcount, revenue).

1. On the Upload a Company List page, click Upload to get an Enriched CSV.

   

2. Upload your Excel or CSV list directly or drag and drop the files.

   Unlike the first option, however, you won't name or describe the file.

   

Option 3: Let Oracle Process Your List

You can upload lists and documents of various types and allow Oracle Support to parse the information for you. These document types include Word, Excel, PDF, logo images, screenshots, website links, and text files.

Note: You can request up to a total of five manual list imports and conferences in a month. For example, consider you have requested for one manual list import and one conference in a month. You can then only request a total of three conferences and manual list imports for the rest of the month.

1. On the Upload a Company List page, click Let us process your list for you.

   

2. Upload the mentioned file types at your discretion.

   

When you upload your requested file, you will receive a message as shown in this screenshot.

The turnaround time for lists generally depends on the size of the list and the quality of data. Oracle Support typically finishes lists in 1-3 days. If you need the list request rushed for any reason, please include a note in the comments section.

You can also view your history of uploaded lists in the History tab.

Importing lists allow you to better organize potential prospects and create valuable contact leads. You should have a better understanding of how to take advantage of these powerful features.

Download and Extract Company Info to CSV

You can download company info from the Data view in a list or dynamic list.

1. Navigate to the Lists tab to view a list or dynamic list.

   You can only download from a List or Dynamic List.

   If you need to create a custom list or dynamic list, you must first set filters or check relevant companies. After you set filters, you can click Create Dynamic List on the Lists page or Add to List from a list to download data from your saved lists module.

2. Add fields for you to download.

   Now that you have your custom list (navigate to the Lists page and select it), you can select the arrow icon and choose to download the columns per your specifications.

   Download Current Columns only downloads the columns you set, while Download All Columns downloads all filters regardless of selection.

   

   If you want to modify the columns to download, you can do so by selecting the Customize Fields option.

   

   This screenshot shows the Customize Fields dialog box.

   

Download Round-by-Round Funding Info

The download from the data view only includes funding info for the latest round, date, amount, and investors. To download funding information by funding round, you must do a separate download per these download by funding round instructions. See Download Round-by-Round Funding Amounts, Dates, and Investors.

Create Custom Fields and Populate by Bulk Upload

Here's how you can create and upload custom fields, to include the data that doesn't exist in Oracle DataFox. You can include these custom fields when you create lists and set your scoring criteria.

Create Custom Fields

1. On the user menu, click Settings, and then click the Fields tab.

2. On the Fields page, click Add Custom Field.

3. Enter the field name, description, and select the field type from the Type list. You can also create a Picklist, where you can define values for a drop-down. Or you can add a Teamlist, which includes the Oracle DataFox users on your team account.

4. Click Create Field.

Bulk-Upload Data to Custom Fields

1. Create a CSV file containing a row for each company and a column for each custom field.

   • If you have already run a matching process, use the DataFox ID as the first column. Otherwise, the first two columns must contain the company name and URL. Make sure you name these columns as Name and URL.

   • Ensure that you name the other columns with the same names that you used for the custom fields that you created.

2. From the navigation menu, click Upload List, and upload the CSV file that you created.

3. Click Next.

4. Ensure that your fields are mapped correctly.

   This screenshot shows how you can map the additional fields in your CSV file correctly.

   

   If you want to make more changes, click Back.

5. To proceed with the field mappings, click Upload List.

Your list with custom fields is now being uploaded. A pop-up notification is displayed when it's uploaded successfully. Go to the Lists tab to locate the list you uploaded.

View and Edit Custom Fields

Click the Companies tab or one of the lists on the Lists page to view your custom fields.

Here’s what you can do to edit the custom fields.

1. If you’re on the Companies page, click the Customize Fields icon. If you’re on any of the lists, click the More Options menu, and click Customize Fields.

2. In the Customize Fields dialog box, search for your custom field in the Inactive Fields section.

3. Add the custom field to the Active Fields section.

   You can drag where you want the custom field to appear in the Active Fields section.

4. Click Close.

5. On the Lists page, double-click any field to add, edit, or remove data.

Create Dynamic Lists with Custom Fields

1. Click on the Companies tab.

2. On the Company search page, click Add a Filter.

3. Select CRM/Custom Data and click DataFox Custom Columns.

4. Select relevant filters.

   You can also use the search Filters section, to enter the name of your custom field.

5. Click Apply.

6. Click Create Dynamic List to save your filter.

For more information on how to create lists, see Static and Dynamic Lists.

Create Scoring Criteria with Custom Fields

1. Click the Account Scoring tab.

2. On the Account Scoring page, select the Draft Criteria tab, and then click Add Criteria.

3. Select CRM/Custom Data and click DataFox Custom Columns.

4. Select relevant filters.

   You can also use the Search Filters section, to enter the name of your custom field.

5. Click Apply.

6. Enter a name for the account scoring criteria.

7. Click Done.

8. On the Account Scoring page, select a scoring weight for the criteria.

For more information on how to create account scoring criteria, see Account Scoring.

Download Round-by-Round Funding Amounts, Dates, and Investors

You can download round-by-round funding info by going to any company profile or list.

Note: Downloading funding rounds only works for lists, not for dynamic lists.

Download Funding Info for Single Company

1. Navigate to the Companies tab and select a preferred company profile.

2. Select Total Funding to view a company's funding rounds.

   

   On the Funding History Page, click Download All to download the CSV file.

   

Download Funding Data from a List

Within a List, select Download Funding Rounds from the Download drop-down options.

Again, the data downloads in CSV file for analysis.

The file includes these fields:

• Company Name

• Company Id (unique Id for DataFox profile)

• Date of funding by day, month, and year

• Round

• Amount Raised

• Investors

• Investor Id (unique Id for DataFox profile)

Slack

Integrate Slack with Oracle DataFox

Slack is a useful communication tool for companies of all sizes. Now, you can integrate it with Oracle DataFox for greater accessibility and ease of use.

Connect Your Oracle DataFox Account to Slack

1. Sign in to Oracle DataFox.

   

2. Click your user name, and then click Settings.

3. Click Integrations.

   In this example, you’re already connected to Slack. However, for first-time users, you see a prompt to connect to Slack.

   Initially, you must connect to the Support channel. In this case, Oracle DataFox requests authorization to integrate with your own Slack channels.

   

4. Click Add to Slack.

   

   Note: To authenticate Oracle DataFox for Slack, you need to have Slack permissions to add Apps and Custom Integrations to your Slack team.

You should now receive an Oracle DataFox welcome message in Slack (from slackbot). This confirms that Slack and Oracle DataFox synced properly.

Determine Which Alerts go to Slack

1. Sign in to Oracle DataFox.

2. Click your user name, and then click Alerts. In the Manage Alerts page, you can see the type and frequency of each alert next to the names of lists and dynamic lists.

3. Click any of the alerts listed to edit the alert.

   

Set Alerts to go to a Slack Channel or Slack User

To enable the Slack integration, set the frequency of your alerts to Instant (Slack), and then enter the public Slack channel or the Slack member ID you would like these news alerts to go to. The Slack Channel text box auto-suggests channels already active in your Slack team. To copy a member ID, navigate to the profile within Slack and click the More actions icon.

Note: You can only get an alert into a private channel if you’re the person who set up your company's Slack configuration. Everyone else must put them in public channels.

Confirm that the Instant Alert is Set Up

There's an easy way to verify the alert is set to the channel correctly. Every time you change your alert settings, you get a notification in Slack from us.

So, if you turn ON a category like Corporate Updates or turn off a category like Events and Marketing, and then click Save, you get a message in your slack channel notifying you that your settings have been updated.

You should now see Alerts in your Slack channel(s).

Review Your Alerts

Optional: Set up Your Team Role

You can set up Slack for your team. For example, many of our sales organizations create separate channels for each sales representative.

By sending personalized alerts to distinct Slack channels or to specific users on Slack, you can empower your team with Company Signals in their workflow. See Slack Alerts.

Oracle DataFox for Slack Overview

By integrating Oracle DataFox Alerts with Slack, you' get priority updates and actionable information.

Create Salesforce Email and Slack Alerts

This topic is meant for Salesforce users only.

Oracle DataFox's Salesforce integration allows your team to stay up to date with signals on key accounts and receive notifications in a daily email, as a a personal Slack message or to a custom Slack channel.

Salesforce Email Alerts

In the example below, let’s create alerts for our high-priority prospects.

1. On the Lists page, filter by Salesforce account owner and apply any additional filters such as tier 1 and 2 clients.

2. Create a notification by clicking the bell icon and toggle the notifications you would like to receive.

3. For email alerts, select Weekly Email or Daily Email, from the Send Alerts Via list.

4. Click Save Alert Preferences.

Instant Slack Alerts

1. Create a custom channel in Slack by clicking the + sign next to channel and name the channel. You can insert a purpose and invite relevant members of your team.

2. On the Lists page, click the notification bell.

3. Select Instant Slack from the Send Alerts Via list, and insert the same custom Slack channel or a personal Slack member ID.

   Note: To copy a member ID, navigate to the profile within Slack and click the More actions icon.

4. Click Save Alert Preferences. You start receiving instant alerts on a saved Salesforce filtered search in Slack.

   

Receive Slack Notifications on Your List or Dynamic List

Get instant notifications on your prospects or accounts sent directly to you as a personal Slack message or to a Slack channel. These alerts are great for knowing when to reach out to your existing prospects or keeping tabs on your target accounts.

Create a Public Channel in Slack

After you configure your Oracle DataFox platform for Slack integration, create a public channel in Slack. See Integrate Slack with Oracle DataFox.

For instance, if you would like notifications on your prospects, you could create a channel like #sean-prospects.

Note: If you’re the person who set up your company's Slack configuration, you can create a private channel and receive alerts. All other users need to put them in public channels. For more information, see, Slack Alerts.

Set Up Alerts from a List or Dynamic List

1. After you create the channel, go to one of your Lists or Dynamic Lists in Oracle DataFox.

   See Overview.

2. Click the Alerts icon, as shown in this screenshot.

   

3. In the Signal Alert Preferences dialog box, set the Send Alerts Via field to Instant (Slack), and then enter the Slack member ID or channel to which you want to send alerts to. Finally, choose the event types you want to receive.

   

   To copy a Slack member ID, navigate to the profile within Slack and click the More actions icon.

   Tip: If you aren't seeing any alerts in Slack yet, make sure that you entered the correct channel name without the # sign.

Confirm Slack Alerts Are Set Up

To confirm that your alerts are properly configured, click the assigned Slack channel and check for the confirmation message from Oracle DataFox.

You're now set to receive Alerts on your lists and dynamic lists via Slack.

Slack Alerts

Alerts are an important, essential aspect of the Oracle DataFox app. Oracle DataFox aims to avoid inundating you with unrelated news and unimportant data. Oracle DataFox has a system of algorithms and human auditors who de-duplicate news articles, classify and cluster similar concepts. Massive volumes of information is also distilled into a simplified feed with lower volume and higher quality insights. With the granular alert settings, you can toggle the news volume up and down to suit your preferences. For more details on the offered signal types, see Overview of Company Signals.

1. Let's make sure that your integration is set up properly.

   • On your Integrations settings page, make sure that the app is successfully connected.

   • Make sure that the channel you created is public. Private channels in Slack have a lock icon next to them, and public channels have a # icon.

   • Check that your alert settings worked. One quick test for this is to adjust your alert settings for one of your alerts (either on a list or dynamic list). Any time you change and save your alert settings, you should receive a confirmatory message in your Slack channel. To do this, select Alerts from the Profile icon in Oracle DataFox and toggle one of the Signal types on or off, and then click Save. You should receive a confirmation message when setting up your alerts.

   • If you don’t receive this confirmation message, then something is wrong with the underlying installation. Make sure that you have performed the following actions:

     • Installed the Slack application correctly

     • Set your alerts to instant

     • Set the correct Slack channel in your alert settings

   • If you do receive this confirmation message, then your integration is set up properly.

   • If you’re the person who set up your company's Slack configuration, you can create a private channel and receive alerts. All other users need to put them in public channels.

     See:

     • Integrate Slack with Oracle DataFox

     • Receive Slack Notifications on Your List or Dynamic List

2. You have two options to control alert volume:

   • More companies: Many customers receive granular alerts on tens of thousands of companies. For example, you can use Oracle DataFox to find out every time a tech company in North America opens a new office. So the quickest way to receive more alerts is to track more companies. To do this, add more companies to your List or Dynamic List.

   • Broader Alert Types: Assuming you’re already following all of the companies you care about, you can also expand the types of Signals you receive alerts on. Go to the Alerts page and adjust which Signal types you want alerts on.

   • Click the bell icon and customize the type of Signal Alerts you receive.

   • On the Alerts Settings page, toggle the option Uncategorized News to maximize the volume of signals you receive.

     

   • Use caution when checking this alert, as it generates a high volume of information which may oversaturate your lead potential.

Install Google Chrome Extension

With Oracle DataFox Chrome Extension, you can quickly access company info like funding, location, and business description. This streamlines accessibility through multiple platforms.

1. Sign in to your Oracle DataFox application.

2. From your profile drop-down list, go to Settings > Integrations > Google Chrome.

   

3. Click the Chrome Web Store icon.

4. In Chrome Web Store, find the DataFox Profiles app extension.

5. Click Add to Chrome.

6. Click Add Extension.

7. In your browser, click the Oracle DataFox icon.

   The sign in page appears with two options to sign in.

8. Sign in with your credentials.

   If you subscribed to Oracle DataFox on or after December 10th, 2020, you sign in using Oracle Cloud. If you subscribed before this date, you sign in using your Oracle DataFox credentials.

9. Allow the extension to connect with your Oracle DataFox account.

You can now get company info on a website by clicking the icon in your browser.

Add a Company from the Chrome Extension

1. Enter the URL of the website where you want to see the company profile.

2. Click the Oracle DataFox icon.

3. Click Submit.

After you submit, you will shortly receive a confirmation email regarding your request. Oracle Support will contact you via email after the company profile is built.

Now that you have installed the Chrome extension, you can see the Oracle DataFox profile on any website. You can also send a request to Oracle Support to build a profile for a website that isn’t in the system.