1. Using Account and Contact Enrichment by Dun & Bradstreet
  2. Set Admin Defaults

Set Admin Defaults

On the Settings page, or in the API, administrators can set the default export filters, export file type, and export mappings. They can also schedule sync jobs.

Export Filters

Select the default search/match export filters to suit your users. You can configure the following filters for companies:

  • Companies in Business: These filters display currently active companies, based on internal Dun & Bradstreet (D&B) definitions.

    • Enterprise Companies: Set to Yes to display companies with over 100 employees OR revenues over 100 million US$.

    • Medium Companies: Set to Yes to display companies with between 50 and 100 employees OR revenues between 10 and 100 million US$.

    • Small Companies: Set to Yes to display companies with fewer than 50 employees OR revenues less than 10 million US$.

  • Marketable Indicator: These filters display records based on D&B global marketability rules.

    • Out of Business: Set to Yes to display companies that are not operating or inactive.

    • Delisted: Set to Yes to display companies that shouldn't be contacted for direct marketing per General Data Protection Regulation (GDPR). By default, Delisted is not selected. If you select this filter, then companies and contacts that have indicated that they do not want to be contacted will appear in search results, and if those records marked Delisted are selected, they will be matched, synced, or exported. Companies and contacts marked as Delisted should not be included in marketing campaigns. It's important to note that company hierarchies contain Delisted records, regardless of this setting, to ensure that the hierarchy does not break.

    • Defunct: Set to Yes to display companies whose original company DUNS number is no longer tracked by D&B. When you search for some defunct companies (for example, a company that was acquired), DaaS returns the defunct company record along with the new DUNS number. The value in the New DUNS attribute is the DUNS number of the new legal entity after a merger or the DUNS number of the acquired company after an acquisition. D&B also defines a DUNS number as “defunct” in other scenarios, such as when it's a duplicate DUNS number of another record, or when a branch report becomes a separate entity.

    Note: If users aren’t seeing matches for records they expect to see, consider setting the Enterprise Companies filter to No. D&B does not track data from companies that are inactive or no longer in business.

    Companies can fall into multiple categories. For example, a company is listed as both Enterprise and Medium if it has over 100 employees (enterprise) and revenue between 10 and 100 million US$ (medium). Because of this, the total count may not add up to the total count listed for Companies In Business plus Defunct and Out of Business companies.

    Selection of multiple filters is considered an OR operation. For example, with the Small and Defunct filters, DaaS returns companies that meet either small criteria or defunct criteria. (This is the same result for all filters; for example, when users select CA and NY under the Location filter, DaaS returns companies located in California or New York.)

Export File

You can change the export file format for future exports from the default plain text (.txt) to Excel (.xlsx). Users can still download export files previously run in the original format of the file. However, they can’t download previously submitted export files using a different format. They would need to run the export again with the new file format.

Note: CX Sales and Eloqua Marketing Cloud support text file imports.

Export Mappings

Select the default export mapping types. For example, CX mappings are set by default, and if you integrate with Eloqua and not CX Sales, you can change to Marketing Cloud mappings.

You can also create new mappings here to use as your default mappings.

Sync Data

On the Sync Data tab, you can download an export file that contains updates (or "syncs") to the licensed records that have information updated since the last export or sync. Select the data type (company or contact), the mapping type, and click Sync to generate the updated data.

To exclude records from the sync (if you’re no longer interested in getting updates for it), browse to a file containing a list of comma-separated company IDs, person IDs, or DUNS numbers to exclude. Also select the mapping type to generate the updated data. Click Exclude to exclude everything in the list from the sync data job.

New Sync Data jobs appear on the Jobs page. A log file shows any updates to excluded records, expired records (which increase your subscription usage), and the recording point of access.

See also: Admin Settings in REST API for Oracle Account and Contact Enrichment.