2 Use DaaS

This section describes typical scenarios for using DaaS either to search and export data or to match and export data to Engagement Cloud, Eloqua Marketing Cloud, or to another Oracle Cloud application.

Topics:

Typical Workflow for Using DaaS

The following table describes the typical workflow to start using DaaS:

Task Description More Information

Request a trial or purchase a subscription for DaaS

Sign up for a free trial or purchase a subscription.

How to Begin with DaaS Subscriptions

Monitor service

Check the day-to-day operation of your service, monitor performance, and review important notifications.

Managing Your Oracle Cloud Service in Getting Started with Oracle Cloud

Review Administration settings Before doing any data enrichment, export, or synchronization, verify that the default administration settings are correct for your environment. (For example, by default, DaaS does not process delisted records per General Data Protection Regulation). If you don’t see records, or matches for records, that you expect to see, consider deselecting the Enterprise admin filter. About Admin Settings

Locate records in DaaS

Perform a search of company or contact records in DaaS (accessing D&B data). Using search filters, you can pinpoint specific data.

Finding Companies and Contacts and Use Advanced Filters for Searching

Export data from DaaS to your application

Search company or contact data in the DaaS directory, and export this data into your application.

Add New Companies and Contacts

Match your records with those from DaaS

Match company or contact data against the DaaS directory. After matches have been identified, data from these matched records can be imported back into your application to ensure that your records are accurate and complete.

Match Data

View the status of search export and match export job requests

View the job requests submitted to DaaS. (When you search for records and export those records, or when you match a set of records and export those records, a job request is submitted.)

Viewing the Status of Jobs

View the log file for failed or rejected jobs

View and analyze the log file to understand the origin of failed or rejected jobs.

Analyzing the Log File for Failed or Rejected Records

Create a new mapping of attributes in DaaS to your application

Create a mapping to accommodate your required attributes.

When you export company or contact data from DaaS to an Oracle Cloud application, you select a mapping between the attributes in the export file that you create and those in the application.

In most cases, the provided mappings (including the search export and match export mappings to Engagement Cloud and Marketing Cloud) are sufficient. In some cases, you may have a few attributes or new attributes that require a new mapping. You cannot delete the provided mappings. However, you can create a new map based on a default map and edit the attributes that way.

Creating New Mappings

Use the Home Page in DaaS

To open the Home page, sign in to DaaS. You also can click Home icon Home at any time to display the page.

The Home page has the following key areas:

Section Description

Current Data Usage

Displays the number of records and percentage downloaded for export based on the subscription plan. Click the refresh button in the top right corner of the Current Data Usage box (hover over this area to view button) for the last updated date and time.

If you have a subscription to the Address Verification Cloud Service, you also see a Current Data Usage box for that subscription.

Search Exports

Displays the number of search export records in the last 10 days for all the users provisioned to use DaaS. These records are ready for export into an Oracle Cloud application. Click the number (or click Exports in the Navigator) to see a complete list of export jobs and to download files for import.

Match Exports

Displays the number of match export records in the last 10 days for all the users provisioned to use DaaS. These records are ready for export into an Oracle Cloud application. Click the number (or click Exports in the Navigator) to see a complete list of export jobs and to download files for import.

Saved Searches

Displays the recent searches that you saved.

Learn More

Provides access to additional resources.

nav_admin icon
  • Users with the Data Service User role see links to the Exports page and the Mappings page from the Navigator.

  • Users with the Data Service Administrator role additionally see a link to the Administration page, where they can select the default search and match filters, the default export file format type, the matching service to use (Oracle or D&B), and the export mappings to use.

The DaaS user interface is globalized, and many components (such as the Home page, the Mappings page, the Exports page, and error messages) are translated for the following languages:
  • Brazilian Portuguese

  • Simplified Chinese

  • Traditional Chinese

  • French

  • German

  • Italian

  • Japanese

  • Korean

  • Spanish

The fallback language is English.

Find Companies and Contacts

Topics:

Search for a Company or Contact

The first step to finding companies or contacts is to search DaaS.

You can search for a company or contact from the global search field within any page in the service. Click Search icon Search to display the Search page. By default, the search page opens with the name Search Results: Unsaved Search. (Click the icon next to this to view or edit existing saved searches.)

Each search result includes a quick profile showing industry, location, revenue, number of employees and number of contacts. Drill into the company overview page or the company or contact profile page to see many additional attributes.

The following attributes are searched for company searches:

  • Company Name

  • Trade Style

  • Website

  • DUNS #

  • Street Address 1

  • Street Address 2

  • Postal Code

  • City

  • County

  • State

  • Country

  • Stock

The following attributes are searched for contact searches:

  • First Name, Middle Name, Last Name

  • Email Address

  • Job Title

  • Contact Direct Phone Number

  • Contact Work Phone

  • Line of Business

  • Street Address 1

  • Street Address 2

  • Postal Code

  • City

  • County

  • State

  • Country

Note:

Contact records are only returned if you have purchased a subscription for contacts.

Use Filters to Expand or Narrow Searches

To use the search filters to expand or narrow your search:

  1. Click Search icon Search to display the Search page.
  2. From the drop-down list, select Companies or Contacts.
  3. Refine the search results by selecting filters to narrow results. The first selection of filters includes the following:
    • In Business: Select to display currently active companies, based on internal Dun and Bradstreet (D&B) definitions. Select this to include companies of all sizes and revenues that are currently operating.
      • Enterprise: Select to display companies with over 100 employees OR revenues over 100 million US$.

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

      • Small: Select to display companies with less than 50 employees OR revenues less than 10 million US$.

    • Marketable Indicator: The following filters display records based on D&B global marketability rules.
      • Out of Business: Select to display companies that are not operating or inactive.

      • Delisted: Select to display companies that should not be contacted for direct marketing per General Data Protection Regulation (GDPR). 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. Note that company hierarchies contain Delisted records, regardless of this setting, to ensure that the hierarchy does not break.

      • Defunct: Select 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), the service 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 is a duplicate DUNS number of another record, or when a branch report becomes a separate entity.

    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 for subfilters may not add up to the total count listed for In Business plus Defunct and Out of Business companies.

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

    Note:

    In addition to these end-user filters, there are administrator filters that apply to the entire service. If you’re not seeing matches for records you expect to see, check if admin filters (such as Enterprise companies) in your service can be deselected. See About Admin Settings.

    The next selection of filters are listed depending on whether you are searching for companies or contacts.

    • For Companies, the filters are Location, Location Type (single location, headquarters, or branch), Revenues, Employees, Primary NAICS Codes, and Primary US SIC Codes.

    • For , the filters are Department, Title (business card job title), Standardized Title (code value provided by D&B job title), Industry, Location, Location Type, Revenues, Employees, and Management Level.

      Management Level uses the following code values supplied by D&B management responsibility codes:
      • C-Level = 0, 1, 2
      • Vice-President = 5
      • Director = 6
      • Manager = 7
      • Other = greater than 7, and A, B, D, Z or value is NULL

    Click Expand All to see additional filter criteria; for example, to search for contacts by management level. Click the Add or Browse buttons for additional filtering. Browse by country, state, or province. For some filter fields, like Company Name, SIC Code, Vanity Title and, Location, you can enter the first couple letters or numbers, and the system will auto-suggest values. For example, for SIC Code, you could enter ag to search for agriculture-related SIC codes.

  4. View the results, and further refine the search if necessary. Click Clear All Filters to start a clean search, or remove individual search filters by deselecting the filters from the breadcrumbs.
  5. To export records, click Select Companies to Export (or Select Contacts to Export). You can choose to export all the search results or select (highlight) only certain results to export. You can enter a name and description as well as the mapping file to use for the export job. If you have a D&B Company Enterprise Records subscription, you also can select to export company hierarchies, to show all relationships (headquarters, subsidiaries, branches, and so on) within the company family. Hierarchy exports do not include defunct or out-of-business companies, regardless of the filters set. See Export Company Hierarchies.
  6. Optionally, save your search for future reference and reuse. See Save your Searches.

Use Advanced Filters for Searching

After running a search, you can add custom filters to suit your needs.

  1. In the search results, click Advanced. The Companies or Contacts Advanced Filters dialog is displayed.
  2. The Advanced Filters page is populated with any basic filters you already applied to that search. Filters that show a magnifying glass in the Value column (as in the Country attribute), can suggest values based on data you enter; that is, you enter the first couple letters or numbers, and the system will auto-suggest values. For example, for SIC Code, you could enter ag to search for agriculture-related SIC codes. You can add or remove filters, then apply the new search.

    Attention:

    With auto-suggested values, Oracle recommends that you wait until values are rendered, and then select from that list. Free form text values you enter in these fields (that were not auto-suggested values) are not included in the filter criteria.

    Based on the attribute selected, the Operator and Value columns update to show only relevant options. Operator options may include the following: Equals, Not Equals, Contains, Not Contains, Is Greater Than Equals To, Is Less Than Equals To, Between, Starts With, Not Null, In, Not In, and Radius.

    Example 1: With the DUNS Number attribute, you can select the IN operator and then upload a file with a list of comma-separated DUNS numbers to search for companies in that list.

    Example 2: With the US Postal Code attribute, if you select the Between operator, then you could search for companies whose zip code is between two values (such as, between 94000 and 95000). If, instead, you select the Radius operator, then you could search for companies within a specified distance of a zip code (such as, within a 30 mile radius of 94065).

    Postal code radius searches cannot be used with another postal code (US or international) attribute. Also, international postal code radius searches must include one country attribute using the equals operator. Note that a radius search from a zip code could span across countries, if the distance exceeds the country boundary. The following countries support radius search:

    • Aland Islands

    • Algeria

    • Andorra

    • Argentina

    • Australia

    • Austria

    • Bangladesh

    • Belgium

    • Brazil

    • Bulgaria

    • Canada

    • Croatia

    • Czech Republic

    • Democratic Republic Of Congo

    • Denmark

    • Dominican Republic

    • England

    • Faroe Islands

    • Finland

    • France

    • French Guiana

    • Germany

    • Greenland

    • Guadeloupe

    • Guam

    • Guatemala

    • Guernsey

    • Hungary

    • Iceland

    • India

    • Ireland

    • Isle Of Man

    • Italy

    • Japan

    • Jersey

    • Liechtenstein

    • Lithuania

    • Luxembourg

    • Macedonia

    • Malaysia

    • Malta

    • Marshall Islands

    • Martinique

    • Mayotte

    • Mexico

    • Moldova

    • Monaco

    • Netherlands

    • New Zealand

    • Northern Ireland

    • Northern Mariana Is

    • Norway

    • Pakistan

    • Philippines

    • Poland

    • Portugal

    • Puerto Rico
    • Reunion

    • Romania

    • Russian Federation

    • Samoa American

    • San Marino

    • Scotland

    • Slovakia

    • Slovenia

    • South Africa

    • Spain

    • Sri Lanka

    • St Pierre

    • Svalbard & Jan Mayen

    • Sweden

    • Switzerland

    • Thailand

    • Turkey

    • United Kingdom

    • USA

    • Vatican City

    • Virgin Islands US

    • Wales

Save your Searches

To save your search for future reference and reuse:

  1. Click Save next to the search box.
  2. Enter a name for the search and a description, then click OK.

From Saved Searches on the Home page, you can select to filter by the saved search.

Click Personalize to delete or rename a saved search.

Note:

You also can view and personalize saved searches from the Search page. By default, the search page opens with the name Search Results: Unsaved Search. Click the icon next to this to view or edit existing saved searches.

Explore the Record Details

From search results, click a company or contact name to open an overview page with summary information.

For contacts, you see a contact profile, including the company profile with which the contact is associated.

For companies, you see a left pane tab for Company Overview (as shown), Company Profile (which shows additional attributes), and Company Contacts. The Company Contact tab lists management level and department, and from that page you can select contacts to export.

Some details (such as D-U-N-S Number, Global Ultimate D-U-N-S Number, Parent D-U-N-S Number, Headquarter D-U-N-S Number, Trade Style 3, Trade Style 4, Trade Style 5, Company Phone, Company Phone Extension, Direct Dial Phone, and Primary Email Address) are shown only when the record has been purchased. For purchased records (that is, records that have been exported or matched), fields are blank if the data provider does not have a corresponding value.

Export Company Hierarchies

When you export one or more companies from DaaS, you can select to include company hierarchies with the export. Hierarchies provide a more complete picture of account opportunities across all related businesses and help you stay up-to-date with changes in corporate structures.

About Company Hierarchies

When the Include Company Hierarchies check box is selected, DaaS exports companies with their hierarchies. DaaS links the company DUNS number with its headquarters, branches, parents, and subsidiaries to create the complete company hierarchy.

Note:

Selecting the Include Company Hierarchies check box exports ALL company records in that hierarchy. (Some company hierarchies include hundreds of records.) You cannot choose only certain records in the hierarchy to export. A dialog asks for confirmation that you want to include all companies in that hierarchy.

Description of hierarchy.jpg follows
Description of the illustration hierarchy.jpg

This Include Company Hierarchies check box is enabled for D&B Company Enterprise Records subscribers. It could be disabled for the following reasons:

  • You select contacts to export.

  • You are using an Oracle Marketing Cloud mapping.

  • You don’t have a D&B Company Enterprise Records subscription.

DaaS first identifies the Global DUNS Number for the company record you’re exporting. Then it identifies all other company records with that same Global DUNS Number and the relationships between the companies. Companies in the hierarchy file are sorted by the Global Ultimate Company followed by companies in its hierarchy.

The Subsidiary Indicator and Status Code attributes identify parent node information. The Status Code attribute defines the status of the business, such as Single Location (0), Headquarters (1) or Branch (2). Status Code is used in conjunction with Subsidiary Indicator to identify if the business is a subsidiary or a branch.

A subsidiary is defined as a separate legal entity that reports up to a Parent DUNS Number. A subsidiary never has a HQDUNS#. DaaS uses the Domestic Ultimate DUNS Number above the subsidiary as the parent for the subsidiary. If Domestic Ultimate DUNS Number does not exist, then it uses the Global Ultimate DUNS Number as the parent for the subsidiary.

A branch is not a legal entity by itself but part of a legal entity that is the HQDUNS. A branch never has a Parent DUNS Number. DaaS uses the HQDUNS for the branch as the parent for the branch. If HQDUNS does not exist, then it uses Domestic Ultimate DUNS Number as the parent. And if Domestic Ultimate DUNS Number does not exit, then it uses Global Ultimate DUNS Number as the parent.

Note:

Hierarchy exports do not include defunct or out-of-business companies, regardless of the account filters set at the Admin level (see About Admin Settings). Additionally, no hierarchy is generated if you exceed your subscription quota. The service does not support (or charge for) partial hierarchy creation.

Export Hierarchies for Engagement Cloud

Engagement Cloud supports exporting HZ_DNB_HIERARCHY type hierarchies, which show all relationships between different companies within a corporate family in the D&B database. (Relationships happen when one business entity "controls" another business entity because it has financial or legal responsibility for it, creating a Headquarters-Branch or Parent-Subsidiary relationship.) When generating this D&B hierarchy, DaaS returns the ultimate parent of the requested company and all related entities (that is, the full family hierarchy). It cannot return only the direct line entities between the company and the global ultimate (upward company hierarchy) or the children entities of the company (downward company hierarchy).

The D&B hierarchy in DaaS is updated monthly and reflects mergers, acquisitions, openings, and closings. As companies grow and change, you can leverage the D&B hierarchy to understand how an organization is structured, view and assess risks across different part of the an organization, identify sales opportunities, and negotiate purchase conditions from a better position. You can also understand the changes in the corporate structure, compare them with the account hierarchy structure in Engagement Cloud, and have a complete picture of account opportunities across all related businesses.

When used with an Engagement Cloud mapping, DaaS creates the following files required to import hierarchies into Engagement Cloud.

  • Companies file: Contains all companies with the same Global Ultimate DUNS Number as the company being exported.

  • Hierarchy file: Contains the hierarchy definition for one or multiple company hierarchies. Each row represents a single company hierarchy.

  • Node file: Contains information on the relationships of the company nodes in the hierarchy.

The data steward then imports these three files into Engagement Cloud:

  1. Import accounts that are part of the account hierarchies. The import process creates the account if it doesn’t already exist in Engagement Cloud.

  2. Import hierarchy definitions.

  3. Import existing companies as company hierarchy nodes into the hierarchy defined in #2.

When importing a company hierarchy into Engagement Cloud, you must create a file based import activity under Engagement Cloud Setup Manager for each of the 3 files required to import a D&B hierarchy. Each import activity also needs a corresponding mapping definition that describes how the DaaS source file attributes map to the corresponding Engagement Cloud target attributes. Engagement Cloud does not provide a predefined map definition for creating a D&B customer hierarchy or for creating a node: a data steward must define the mappings in order to create an import activity for importing a company hierarchy, and also a second import activity for adding the companies to the company hierarchy.

Mappings required by Engagement Cloud Manage File Import tasks:

  • Mapping for Companies: Leverage the existing mapping definitions for companies (Data Cloud Account Import – Advanced), or create a custom mapping for accounts based on the Account object.

  • Mapping for Hierarchies: Create mapping in Engagement Cloud Setup Manger based on the Hierarchy object.

  • Mapping for Nodes: Create mapping in Engagement Cloud Setup Manger based on the Hierarchy Nodes object.

For example:

  1. Create the Customer Hierarchy Mapping.

    • Create new mapping “CreateCustomerHierarchyMapping” using the Manage File Import Mappings task.

    • Set Object = Customer hierarchy.

    • Define the source and target attributes for the mapping.

  2. Create the Nodes mapping.

    • Create new mapping “CreateNodeMapping” using the Manage File Import Mappings task.

    • Set Object = Customer hierarchy member.

    • Define the source and target attributes for the mapping.

  3. Import the Customer, Hierarchy and Nodes files.

    • Create a new task using the Manage File Import Activities task to import the customer file.

    • Create tasks using the Manage File Import Activities task to import companies (object name = Account), import the hierarchy (object name = Customer Hierarchy), and import the nodes in hierarchy (object name = Customer Hierarchy Member).

    (The hierarchy created is type HZ_DNB_HIERARCHY.)
  4. Verify that the hierarchy was imported into Engagement Cloud.

DaaS only supports creation of new company hierarchies and deletion of existing company hierarchies. To update an existing D&B hierarchy imported from DaaS, you must first delete the existing D&B hierarchy in Engagement Cloud, and then import the D&B hierarchy again. The import process imports the hierarchy as a new hierarchy. To delete an existing D&B hierarchy imported from DaaS, set the “Data/ActionCode” to DELETE.

Export Generic Hierarchies

When used with a Generic mapping, DaaS creates two files: the company file (which consists of records selected by user), and the companies hierarchy file (which contains a minimal data set of the all the companies in hierarchy). You’re charged only for records exported without all data elements for company records.

This minimal data set identifies all companies under the same Global Ultimate DUNS Number. Consuming applications can reference information in the hierarchy file to create company hierarchies using the following attributes:

  • OrganizationName (column E)

  • DunsNumberC (column I)

  • GlobalUltimateDunsNumbC (column J)

  • GlobalUltimateBusinessName (column EX)

  • GlobalUltimateIndicator (column EY)

  • Parent/HeadquarterBusinessName (column FD)

The following file formats are supported for generic hierarchy exports: TXT, XLST, JSON, and XML.

Export Selected Records in a Hierarchy

Selecting the Include Company Hierarchies check box in the user interface exports all company records in that hierarchy, and some hierarchies include hundreds of records! To identify the companies in a hierarchy prior to downloading the records, use the Get Company Hierarchy Tree API.

  1. Download the hierarchy tree with /api/v4/search/companies/hierarchy/{daasid}. This returns the hierarchy for a company, including the following attributes: daasid, business name, hierarchy indicator, location type, aggregated revenue, and aggregated employees. (The following facets refine search results within one or more hierarchies: company_hier_indicator, company_gl_du_ids, and company_standalone_id.)

    Note:

    To get a hierarchy tree, you must provide a DaaS ID (which is created when you export or match a company or contact record).

    See REST API for Oracle Social Data and Insight Cloud Service.

  2. Review the downloaded CSV file containing the hierarchy structure, and identify any companies in the hierarchy you want to download.

  3. In the user interface, search for that company with company name or any of the other attributes.

  4. Export only those records that you want from the hierarchy. You are charged only for those companies exported.

    Note:

    If you need the full D&B hierarchy created in Engagement Cloud or Customer Data Management, then you must export the complete hierarchy.

Add New Companies and Contacts

You can export new company data, with or without contacts, from DaaS into Engagement Cloud, Eloqua Marketing Cloud or another Oracle Cloud application.

Topics:

Add New Companies and Contacts to Engagement Cloud

A contact can be added to Oracle Engagement Cloud only after either search exporting or match exporting that contact's corresponding company with DaaS. Even if the company already exists in Engagement Cloud, you must re-export or match the contact's company with DaaS before you can import the contact in Engagement Cloud.

Topics

Note:

If you export more records than remain in your available quota, then only the available records are exported. When your quota is reached, the export process stops. For example, if you have 100 company records left, and you export 200 records, then the export process shows as completed with the a message in the job details that the quota limit has been reached for company records.

Add New Companies to Oracle Engagement Cloud

To add companies to Engagement Cloud, perform the following tasks:

Task 1   Search for Data in DaaS

The first step to finding data is to search DaaS. Click Search icon Search to run a search.

Task 2   Export Data from DaaS

When you export data from DaaS into Engagement Cloud, you must select a mapping between the attributes in the search export file that you create and those in Engagement Cloud. You can use a provided mapping or you can create a new mapping. Then, you export the company data into a file for later import.

  1. From your search results, click Select Companies to Export.

    • Choose Export All for everything listed in the Results section.

    • Choose Export Selected for selected items in the Results section.

  2. In the Export dialog, complete the fields using the descriptions in the following table:

    Field Description

    Name

    Enter a unique name for your export mapping. Consider a name that matches the name of the company or contact you are targeting; for example, company_company_export or company_contact_export.

    If you don't specify a name, then DAAS_COMPANY_EXPORT_year_month_day_time is applied to a company mapping and DAAS_CONTACT_EXPORT_year_month_day_time is applied to a contact mapping.

    Description

    Enter an optional description for the export mapping.

    Mapping

    Select a mapping from the list. You can select EngagementCloudCompanyExport or EngagementCloudContactExport for most export jobs to Engagement Cloud. Skip to Step 6 to continue with the procedure. Default mappings set by the administrator cannot be edited or deleted. If you need different attributes in the mapping, you can create a new map based on a default map to edit the attributes: click Create Mapping, and from the Template Type list select Engagement Cloud.

    Note: New mappings are created using the existing Engagement Cloud template map definition. You may want to create a new mapping if you only need a subset of the provided attributes, or if you created a custom attribute in Engagement Cloud that you need to map to a DaaS attribute.

    Include Company Hierarchies If you have a D&B Company Enterprise Records subscription, you can select to export company hierarchies, to show all relationships (headquarters, subsidiaries, branches, and so on) within the company family.

    The Create Mapping page is displayed with the attributes discovered in your search of DaaS. Now, you must map those attributes to the attributes in Engagement Cloud. When you select the Engagement Cloud template, DaaS automatically maps the discovered attributes to those in Engagement Cloud.

  3. Use the following elements to complete the mapping:

    Element Description

    Name

    Enter a unique name for your export mapping.

    Delete icon

    Click this icon to remove any attributes you don't want.

    Add Attribute

    Add an attribute mapping that you accidentally removed but that you still want added. For each drop-down list that is displayed, select the attribute or object. See Edit Engagement Cloud Mappings for information about the Engagement Cloud attributes.

    Use Add Attribute for any attributes you extended in Engagement Cloud.

  4. Click Save & Select. The Select Mapping dialog is displayed.

  5. From the Mapping list, select the mapping that you just created, and click Download to save the file to your local drive.

  6. When prompted, save the file to a location on your desktop.

  7. View the contents of the file to see the number of records.

Task 3   Import Data into Engagement Cloud

To import the company or contact data that you downloaded from DaaS into Engagement Cloud, create an import activity. Enter basic data about the text (or CSV) file to set up the import activity, specifying how the columns in your import file map to the attributes in the application, scheduling the import, and activating it.

To import the file into Engagement Cloud:

  1. Sign in to Engagement Cloud as a Sales Administrator user or another user with the permission to import customer data. The Welcome page appears.

  2. From the Administration list, select Setup and Maintenance.

  3. In the Overview page, click the All Tasks tab.

  4. Enter Manage File Import Activities in the Name field and click Search.

  5. In the Search Results table, click Go to Task icon Go to Task. The Manage Import Activities page appears.

  6. Click Create icon Create.

  7. Enter the information as follows in the Create Import Activity: Enter Import Options page:

    Element Description

    Name

    Enter a name for your import activity. Consider a name that matches the name of the company or types of companies that you are targeting, such as company_import or company_type_import.

    Object

    Select Account for companies.

    Select Contact for contacts.

    Upload From

    Select Desktop and browse for the file you saved in Task 2, "Export Data from DaaS".

    The import activity requires that you create a mapping between the data in the import file and the target attributes in Engagement Cloud. The Data Cloud Account Import and Data Cloud Contact Import mappings match companies and contacts in DaaS with data in Sales Cloud release 8. Use Data Cloud xxx Import — Advanced mappings for Sales Cloud release 9.

    Data Type

    Select Comma Separated.

    Header row included

    Ensure you select this option.

    Seeded

    Select this check box to see only seeded mappings in the next Import Mapping field.

    Import Mapping

    For companies, locate and select Data Cloud Account Import for Sales Cloud release 8. Select Data Cloud Account Import — Advanced for Sales Cloud release 9.

    For contacts, locate and select Data Cloud Contact Import for Sales Cloud release 8. Select Data Cloud Contact Import — Advanced for Sales Cloud release 9.

    If you cannot easily find the mapping, then from the Import Mapping list, select Search... and search for data cloud.

  8. Leave the other default settings, and click Next.

    The Create Import Activity: Map Fields page displays the attributes in your file with some sample data. Both the Source and Target columns are populated.

  9. Click Next to keep the mapping as is. The Create Import Activity: Create Schedule page appears.

  10. Specify when you want to process your file. The default is to start the import activity immediately.

  11. Click Next. The Create Import Activity: Review and Activate page appears.

  12. Click Activate to run the import activity at the time you specified. The Manage Import Activities page is displayed with the status.

    At the far right, you see that the Status column for the mapping shows a status of Scheduled.

  13. Click Refresh icon Refresh to see the job update to Base table upload in progress.

  14. After a few minutes, click Refresh icon Refresh to see the final status. The process shows a completed status.

  15. Click the completed status to view the log in the View Import Status page.

  16. In the Files Processed section, view the Records Read From File column to see the number of records imported. You can optionally select the log file from the Attachments column to see the records imported.

  17. In the Import Processes section, view the totals in the Total Uploaded and Total Records Created columns. In a successful import activity, the values should match.

  18. In the Process Log section, from the Message Type list, select Information to look for the following messages to indicate success:

    Message Description

    Completed importing all the records and number of records processed : number

    This number should match the number of rows in the file that you imported.

    Completed importing all the records and Error count : 0

    This message indicates that the import activity was successful.

    Alternatively, click Export to Excel icon Export to Excel to view the log in a Microsoft Excel file.

  19. Click Save.

Task 4   Verify the Import of Data into Engagement Cloud

To verify that the company or contact data from DaaS was imported successfully into Engagement Cloud:

  1. On the Manage Customers page, from the Saved Search list, select Search by Accounts for companies or Search by Contacts for contacts.

  2. In the Name field, enter the name of one of the companies or contacts in the file that you imported, and then use the other fields to further narrow your search (such as, Customer Type Equals Prospect). Click Search.

  3. In the Search Results table, click the company name to see details of the imported data. For contacts, click the company name associated with the customer name that you entered to see details of the imported data.

  4. Verify that the following fields match the information for the company or contact in the file. For example, confirm that the D-U-N-S numbers match.

Add New Contacts to Engagement Cloud

To add new contacts to companies that already exist in your Engagement Cloud application, first either export the contact's company data (see Add New Companies to Engagement Cloud) or match the contact's company data (see Enrich Data in Engagement Cloud). Then, you can add new contacts the same way you add new companies.

Add New Companies and Contacts to Eloqua Marketing Cloud

To add companies and contacts to Eloqua Marketing Cloud, perform the following tasks:

Topics:

Note:

An Eloqua administrator must create certain fields and views before users can add or enrich data from DaaS. This is a one-time task. See Prerequisite: Create Fields and Views in Eloqua.
Task 1   Search for Data in DaaS

The first step to finding companies or contacts is to search DaaS. Click Search icon Search to run a search.

See Using Filters to Expand or Narrow Searches or Use Advanced Filters for Searching.

Task 2   Export Data from DaaS

When you export data from DaaS into Eloqua, you must select a mapping between the attributes in the search export file that you create and those in Eloqua. You can use a provided mapping or you can create a new mapping. Then, you export the company data into a file for later import.

  1. From your search results, click Select Companies to Export or Select Contacts to Export.

    • Choose Export All for everything listed in the Results section.

    • Choose Export Selected for selected items in the Results section.

  2. In the Export dialog, complete the fields using the descriptions in the following table:

    Field Description

    Name

    Enter a unique name for your export mapping. Consider a name that matches the name of the company or contact you are targeting; for example, company_company_export or company_contact_export.

    If you don't specify a name, then DAAS_COMPANY_EXPORT_year_month_day_time is applied to a company mapping and DAAS_CONTACT_EXPORT_year_month_day_time is applied to a contact mapping.

    Description

    Enter an optional description for the export mapping.

    Mapping

    Select a Marketing Cloud mapping from the list. For most match export jobs, you can use the default MarketingCloudCompanyMatch for companies, MarketingCloudContactMatch for contacts or MarketingCloudContact&CompanyMatch for both.

    Default mappings set by the administrator cannot be edited or deleted. See Edit Marketing Cloud Mappings. If you need to add fields, you can create a new mapping by clicking Create Mapping then selecting Marketing Cloud from the Template Type list.

    Note: New mappings are created using the existing Marketing Cloud template map definition. You may want to create a new mapping if you only need a subset of the provided attributes, or if you created a custom attribute in Eloqua that you need to map to a DaaS attribute.

    The Create Mapping page is displayed with the attributes discovered in your search of DaaS. Now, you must map those attributes to the attributes in Eloqua. When you select the Marketing Cloud template, DaaS automatically maps the discovered attributes to those in Eloqua.

  3. Use the following elements to complete the mapping:

    Element Description

    Name

    Enter a unique name for your export mapping.

    Delete icon

    Click this icon to remove any attributes you don't want.

    Add Attribute

    Add an attribute mapping that you accidentally removed but that you still want added. For each dropdown list that is displayed, select the attribute or object. See Edit Marketing Cloud Mappings for information about Marketing Cloud attributes.

    Use Add Attribute for any attributes you extended in Eloqua.

  4. Click Save & Select. The Select Mapping dialog is displayed.

  5. From the Mapping list, select the mapping that you just created, and click Download to save the file to your local drive.

  6. When prompted, save the file to a location on your machine in CSV format.

  7. View the contents of the file to see the number of records.

Task 3   Import Data into Eloqua

Next, import the CSV file into Eloqua:

  1. In Eloqua, from the Contacts tab, navigate to Contacts, and click Upload.

  2. Upload the contact file you downloaded from DaaS.

  3. Enter your email address, select to receive confirmation email for upload, and click Finish.

Note:

There are two ways to store data in Eloqua:
  1. Store both contact and company attributes on the contact record in Eloqua.

  2. Store contact attributes on the contact record, and store company attributes on the account record, using the DUNS Number to connect them.

If you already uploaded both the contact and company data into the contact records, then there is no need to proceed with finding the company.

To additionally find the company associated with this new contact, follow these steps:

  1. Prepare the file to find companies in DaaS.

  2. Upload the file with the DUNS number for matching.

  3. Perform company match based on the DUNS number.

  4. Export the results, and save the file to your machine in CSV format. Downloaded company record:

  5. In Eloqua, from the Contacts tab, navigate to Accounts, and click Upload.

  6. Enter your email address, select to receive confirmation email of upload, and click Finish.
Task 4   Verify the Import of Data into Eloqua

To verify that the company or contact data from DaaS was imported successfully, view the uploaded record in Eloqua; for example:

Prerequisite: Create Fields and Views in Eloqua

An Eloqua administrator must create certain fields and views before users can add or enrich data from DaaS. This is a one-time task.

First, add the following DaaS fields to Eloqua:

Object Display Name Data Type Field Type Description

Contact

DaaS Person ID

Text

Textbox

The unique ID of the contact in DaaS, used to look up the same contact in DaaS in the future for updated contact data.

Company

DaaS Company ID

Text

Textbox

The unique ID of the company in DaaS, used to look up the same company in DaaS in the future for updated contact data.

Contact

DUNS Number

Text

Textbox

The unique D&B ID of the company on the contact record.

Company

DUNS Number

Text

Textbox

The unique D&B ID of the company on the company record.

Note:

If you store contact attributes on the contact record, and store company attributes on the account record, then you must create the DUNS Number field twice: once for contacts and once for companies. This connects the two records together.
  1. Log on to Eloqua, and from the wrench icon, select Setup.
  2. Select the Fields and Views tab.

  3. On the Fields tab, click the + button to add a field, and select the type of field (Contact or Account) for that field as shown at the beginning of this task.

  4. Enter the Display name, Data type and Field type for that field as shown at the beginning of this task, and click Save.

  5. Repeat until you have entered all four fields shown at the beginning of this task.

Next, on the Views tab, add the DaaS for Sales views to Eloqua.

  1. Click the + button and select to add either a contact view or an account view.
  2. Add fields to the view by entering the view name and selecting the type of field (contact field or account field) you want to add to the view.

    Then enter the type of field you want to add (like DaaS Person ID), and click Add.

  3. Click Save, so that you can use the view when adding companies and contacts from DaaS.

The following views should exist in Eloqua for users to add or enrich data from DaaS.

DaaS Company View
Field Name Description
DaaS Company ID Custom field to capture unique ID of contact from DaaS

Eloqua Company ID

Eloqua unique company ID

Company Name

Eloqua standard field

Address

Eloqua standard field

Address 2

Eloqua standard field

City

Eloqua standard field

State or Province

Eloqua standard field

Zip or Postal Code

Eloqua standard field

Country

Eloqua standard field

Business Phone

Eloqua standard field

Fax

Eloqua standard field

DUNS Number The unique D&B ID of the company on the company record.

DaaS Contact View
Field Name Description

DaaS Person ID

Custom field to capture unique ID of contact from DaaS

Eloqua Contact ID

Eloqua unique contact ID

Salutation

Eloqua standard field

First Name

Eloqua standard field

Last Name

Eloqua standard field

Title

Eloqua standard field

Email Address

Eloqua standard field

Business Phone

Eloqua standard field

Address 1

Eloqua standard field

City

Eloqua standard field

State or Province

Eloqua standard field

Zip or Postal Code

Eloqua standard field

Country

Eloqua standard field

Company

Eloqua standard field

DUNS Number The unique D&B ID of the company on the contact record.

Note:

If you are storing contact attributes on the contact record and company attributes on the account record in Eloqua, then make sure that you also have the DUNS Number field in both contact and company views to connect the two records together.

Add New Companies and Contacts to Other Oracle Cloud Applications

To add new companies or contact to other Oracle Cloud applications (such as Business Intelligence Cloud Service), perform the following tasks:

Task 1   Search for Data in DaaS

The first step to finding data is to search DaaS. Click Search icon Search to run a search.

Task 2   Export Data from DaaS

When you export company data from DaaS into an application for the first time, you create a mapping between the attributes in the export file that you create and those in the application.

To create mappings and then export those mappings to a file for later import:

  1. From your search results, click Select Companies to Export.

    • Choose Export All for everything listed in the Results section.

    • Choose Export Selected for selected items in the Results section.

  2. In the Export dialog, complete the fields using the descriptions in the following table.

    Field Description

    Name

    Consider a name that matches the name of the company or contacts that you are targeting, company_company_export and company_contact_export.

    If you don't specify a name, then DAAS_COMPANY_EXPORT_year_month_day_time is applied to a company mapping and DAAS_CONTACT_EXPORT_year_month_day_time is applied to a contact mapping.

    Description

    Enter an optional description for the export mapping file.

    Mapping

    Select a mapping from the list. You can select CompanyExport for most company export jobs or ContactExport for most contact export jobs. Skip to Step 6 to continue with the procedure.

    Click a mapping to edit it, or if you prefer to create a new mapping, then click Create Mapping. From the Template Type list, select Generic. You then can choose a file to import for the mapping.

    The Create Mapping page is displayed with the attributes discovered in your search with DaaS. When you select Generic template type, the Create Mapping page only lists the discovered attributes in DaaS. You must later map the attributes.

  3. Use the following elements to complete the mapping:

    Element Description

    Name

    Enter a unique name for your export mapping file.

    Delete icon

    Click this icon to remove any attributes whose values you don't want.

    Add Attribute

    Add any attributes that you use in your application. Or, add an attribute mapping that you accidentally removed but that you still want added. For each drop-down list that is displayed, select the attribute or object.

  4. Click Save & Select. The Select Mapping dialog is displayed.

  5. From the Mapping list, select the mapping you just created, and click Download to save the file to your local drive.

  6. When prompted, save the file to a location on your desktop.

  7. View the contents of the file to see the number of records.

Task 3   Import DaaS Data into Your Application

Using your application utilities, import the file into the application. See your application-specific documentation for details.

Match Data

You can match company and contact data against the DaaS directory of millions of company and contact records. After matches have been identified, data from these matched records can be imported into your application, resulting in substantially enriched information.

Topics:

About Matching Records

For records that match, DaaS applies an internal match score. If the score meets the threshold specified in the Match Confidence field (or the related Match Score mapping attribute), then DaaS enriches the records with the matched records. In other words, the match confidence value specifies the accuracy threshold of the matching process. The default value is 70. You can select a value between 1 and 100, where 100 represents a match confidence of 100%. However, if you increase the value higher than 70, the number of matched records may be fewer, or there may be no matches found. If you decrease the value, then more matches will be found, but the accuracy of the match may be lower.

After the match process completes, you export the matched data in a file from DaaS into your Oracle Cloud application.

Note:

  • Do not open a text file with a different document editor (such as Microsoft Excel), since it may change the formatting or values and render the file incorrectly. To open a text file in a different document editor, first right-click the file and save it as .csv or .xls. (Administrators can change the default export file format from plain text to Excel on the Administration page.)

  • If you match export more records than remain in your available quota, only the available records are exported. When your quota is reached, the export process stops. For example, if you have 100 company records left, and you export 200 company records, then the export process shows as completed with the a message in the job details that the quota limit has been reached for company records.

  • The service switches from real-time match to batch match for jobs with more than five records. When batch matching contacts, the DUNS number is hashed out in the UI and in the enriched output file.

Matching Contact Records

For contact records, DaaS tries to match its records against the following contact attributes:

  • First Name (mandatory)

  • Last Name (mandatory)

  • Business Name (mandatory)

  • External ID (mandatory)

  • Middle Name

  • Company Phone

  • Direct Dial Phone

  • Email Address

  • Title

When matching contacts from Oracle Engagement Cloud, the contact must belong to an account in Engagement Cloud; therefore, the following attributes must be present for a contact match: External ID and Parent Daas ID. The External ID and Parent Daas ID attributes, which are equivalent to the ObjectKey and ObjOrigSystemReference attributes in Engagement Cloud, are not used for matching, but they must be present in the input.

  • External ID = Party ID (attribute in OSC) of PersonProfile (object in Engagement Cloud)

  • Parent DaaS ID =  ObjOrigSystemReference (attribute in Engagement Cloud) of ContactRelationship (object in Engagement Cloud)

When matching contacts from Oracle Eloqua, External ID along with other attributes must be present. For details about required attributes in Marketing Cloud mappings, see Creating Mappings for Eloqua Marketing Cloud.

When matching contacts from other Oracle Cloud applications (such as Business Intelligence Cloud Service, where you want to match contacts not assigned to a company), DaaS can match a contact with just one of the following attributes:

  • Email Address

  • Social identifier (that is, Facebook Profile URL, LinkedIn Profile URL, Twitter Profile URL, Instagram Profile URL, Pinterest Profile URL, or Google Profile URL)

  • First Name + Last Name + Direct Dial Phone

  • DUNS#

Matching Company Records

The D&B attributes Match Score, Match Data Profile, and Match Grade Strength are included in default mappings for company match exports.

  • Match Score returns the match confidence setting. Because Dun & Bradstreet scores in the range of 1–10 (instead of 1–100), this attribute transmits the D&B raw match score in the range of 1-10 in match results. For example, if you set the Match Confidence field to 50 on the Match page, then the Match Score attribute returns a value of 5.

  • Match Data Profile and Match Grade Strength match to additional data in the D&B Match Reference files. With Match Data Profile, for each of the fourteen components, a two-digit numeric code identifying the type of the information used in the comparison is returned. Match Grade Strength provides 11 digits for US companies and 7 digits for non-US companies. To understand the values of these response digits, see https://docs.dnb.com/direct/2.0/en-US/company/5.0/match/rest-API.

For company records, DaaS tries to match its records against various combinations of attributes. For example, when submitting a match request by DUNS number, the service requires a valid DUNS Number attribute and an External ID (Company ID) attribute. When submitting a match request by telephone number, the service requires the Telephone Number attribute along with the Country Code and External ID attributes.

The following attribute combinations are supported (and new mappings must include one of the following combinations):
  • DaaS ID + External ID

  • DUNS Number + External ID

  • Telephone Number + Country Code + External ID

  • Business Name + Country Code + External ID

  • Address (Street, Town, State/Territory) + Country Code + External ID (for US and Canada)

  • Address (Street, Town) + Country Code + External ID (for all countries except US and Canada)

  • Registration Number + Country Code + External ID (for all countries except US and Canada)

  • Domain + either URL or Email + External ID

See Examples of Company Attribute Match Combinations.

When matching companies from Oracle Engagement Cloud, the company must belong to an account in Engagement Cloud; therefore, the mapping file must include the required Engagement Cloud attribute Party ID. In other words, if you create a new mapping, it must have the column Data Attribute of External ID mapped to the column Target Attribute of Party ID. This company identifier (External ID, equivalent to Party ID in Engagement Cloud), is not used for matching, but it must be present in the input. For details about required attributes in Engagement Cloud mappings, see Creating Mappings for Engagement Cloud.

Note:

  • If you get error message DCS-1059, make sure your mapping file has column Data Attribute = External ID mapped to column Target Attribute = Party ID, or, make sure that your input file contains a column header called External ID (or any name) with values that uniquely identifies the account record in Engagement Cloud.

  • When matching a company record from DaaS, the DUNS number is not included or shown in the matched output file. When matching a company record from Engagement Cloud, the DUNS number is delivered as part of the matched record and is rendered in the Engagement Cloud interface.

When matching companies from Oracle Eloqua, the attributes External ID, Business Name and City must be present. For details about required attributes in Marketing Cloud mappings, see Creating Mappings for Eloqua Marketing Cloud.

When matching companies from other Oracle Cloud applications, each record in the input file should have a unique identifier value, such as Company ID. When creating a Generic Match Export mapping, this Company ID should be mapped to the DaaS attribute External ID.

Examples of Company Attribute Match Combinations

This section shows examples of company attribute combinations, based on a sample map with the following attributes:
Source Attribute DaaS Attribute
ExternalId External ID
DaasId Company ID
DunsNumber DUNS Number
BusinessName Business Name
Country Country
PhoneNumber Phone Number
Url URL
Address1 Street Address 1
Address2 Street Address 2
City City
State State
NatIdNum National Identification Number

  • DaaS ID + External ID

    Sample input file:

    DaasId,ExternalId
    RE5CLDAwMTAwNzk4OCwxLDE=,1 
    RE5CLDE0NDcwOTE5MywxLDE=,2
    RE5CLDUwMTMzNzg5MywxLDE=,3 
    

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
    1,RE5CLDAwMTAwNzk4OCwxLDE=,001007988,"Friend Box Company, Inc.",USA,9787740240,www.friendbox.com,90 High St,,Danvers,MA, 
    2,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
    3,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869   
    
  • DUNS Number + External ID

    Sample input file:

    DunsNumber,ExternalId 
    001007988,1
    144709193,2 
    501337893,3 
    

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
    1,RE5CLDAwMTAwNzk4OCwxLDE=,001007988,"Friend Box Company, Inc.",USA,9787740240,www.friendbox.com,90 High St,,Danvers,MA, 
    2,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
    3,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869 
    
  • Telephone Number + Country Code + External ID

    Sample input file:

    PhoneNumber,Country,ExternalId
    6505067000,US,1 
    1316263263,Scotland,2
    1827711800,England,3 
    

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
    1,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
    3,RE5CLDIxMTEwMjI0MCwxLDE=,211102240,ALDI STORES GENERAL PARTNER LIMITED,ENGLAND,1827711800,,Holly Lane,,ATHERSTONE,,06517417 
    2,RE5CLDIyOTEyMzE0NiwxLDE=,229123146,THE ROYAL BANK OF SCOTLAND PUBLIC LIMITED COMPANY,SCOTLAND,1316263263,,175 Glasgow Road,,EDINBURGH,,SC090312   
    
  • Business Name + Country Code + External ID

    Sample input file:

    BusinessName,Country,ExternalId 
    Oracle Corporation,USA,1 
    "Friend Box Company, Inc.",US,2 
    THE ROYAL BANK OF SCOTLAND GROUP PLC,GB,3 
    Geosite Surveys Nigeria Ltd,NIGERIA,4  
    

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
    1,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
    2,RE5CLDAwMTAwNzk4OCwxLDE=,001007988,"Friend Box Company, Inc.",USA,9787740240,www.friendbox.com,90 High St,,Danvers,MA
    4,RE5CLDM2NDcwNzg5OCwxLDE=,364707898,Geosite Surveys Nigeria Ltd,NIGERIA,53253281,,Enerhen Road,,Delta State,,RC:6712 
    3,RE5CLDIxNDUxMzA4NywxLDE=,214513087,THE ROYAL BANK OF SCOTLAND GROUP PUBLIC LIMITED COMPANY,SCOTLAND,1316263015,www.rbs.com,Group Taxation Business House F Gogarburn P O Box  1000,,EDINBURGH,,SC045551   
    

    (Note: Either country or country code can be passed. GB is iso code for Scotland)

  • Address (Street, Town, State/Territory) + Country Code + External ID (for US and Canada)

    Sample input file:

    Address1,City,State,Country,ExternalId 
    "3200 Vine St",Cincinnati,Ohio,USA,1
    500 Oracle Pkwy, Redwood City,California,USA,2
    90 High St,Danvers,Massachusetts,USA,3 
    

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
    2,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
    3,RE5CLDAwMTAwNzk4OCwxLDE=,001007988,"Friend
    1,RE5CLDA4MDE1MjU4NSwxLDE=,080152585,Cincinnati Educational and Research For Veterans Foundation,USA,5138613100,www.cervf.org,3200 Vine St,,Cincinnati,OH,  
    
  • Address (Street, Town) + Country Code + External ID (for all countries EXCEPT US and Canada)

    Sample input file:

    Address1,City,Country,ExternalId 
    32 Station Street,ATHERSTONE,England,1 
    "Room 301A, Finance Center Mansion, No.1000, Qihang Road, Pudong",Shanghai,CN,2 
    22 30 PARIS 8,Paris,France,3  
    

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
    2,RE5CLDUyNzg1MjkyNywxLDE=,527852927,"Kch International Logistics (Shanghai) Co., Ltd.",CHINA,2168356135,,"Room 301A, Finance Center Mansion, No.1000, Qihang Road,  Pudong",,Shanghai,,310000400437622 
    1,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869 
    3,RE5CLDI2MzQ2NDgzNCwxLDE=,263464834,CATUSSE AXEL,FRANCE,689614502,,22 B RUE DE PARADIS,,PARIS,,53471226000015  
    
  • Registration Number + Country Code + External ID (for all countries EXCEPT US and Canada)

    Sample input file:

    NatIdNum,Country,ExternalId 
    CH40030222982,Switzerland,1 
    02321869,England,2
    310000400437622,CHINA,3 
    

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
    3,RE5CLDUyNzg1MjkyNywxLDE=,527852927,"Kch International Logistics (Shanghai) Co., Ltd.",CHINA,2168356135,,"Room 301A, Finance Center Mansion, No.1000, Qihang Road,  Pudong",,Shanghai,,310000400437622 
    2,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869 
    1,RE5CLDQ4MTQ2MjE5NSwxLDE=,481462195,HANGARTNER TERMINAL AG in Liquidation,SWITZERLAN,628346161,,Rautistrasse 75,,ZÜRICH,ZH,CH40030222982
    
  • Domain + either URL or Email + External ID

    Sample input file:

    Url,Country,ExternalId 
    www.walmart.com,US,1 
    www.oracle.com,US,2 
    www.aldi.co.uk,England,3  
    

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
    1,RE5CLDA1MTk1Nzc2OSwxLDE=,051957769,"Wal-Mart Stores, Inc.",USA,4792734000,www.walmart.com,702 SW 8th St,,Bentonville,AR, 
    2,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
    3,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869
    

Enrich Data in Engagement Cloud

This section describes matching only company data or matching both company and contact data together in Oracle Engagement Cloud.

To match only company data in Engagement Cloud:
  1. From Engagement Cloud, export the records that require matching into a text file. Use the provided match export map that specifies which attributes you are exporting, and specify the filter criteria that the application uses to select the records for export.

    See Export Data for Matching.

  2. Perform matching. Compare the file from Engagement Cloud with the records in DaaS to see if there is a record match. When a record matches, DaaS replaces the record in the file.

    See Find Matching Records in DaaS.

  3. Import the file into Engagement Cloud by creating an import activity.

    See Import Match Export Data into Engagement Cloud.

  4. Verify the company information that you imported is now in Engagement Cloud.

    See Verify the Import of Data into Engagement Cloud.

To match contacts, you must perform all the tasks for companies first, and then contacts. The following table describes the flow of tasks to match first company data, followed by contact data. There are two flows for performing matching for both companies and contacts.

Option 1: Match Companies First, then Contacts Option 2: Match Companies and Contacts Together

The following flow describes the flow of the tasks to match first company data, followed by contact data:

Alternatively, the following flow describes the flow of tasks to match company data and contact data together:

1. Export the company records.

See Export Data for Matching.

1. Export the records for companies.

2. Export the records for contacts.

See Export Data for Matching.

2. Perform matching for companies.

See Find Matching Records in DaaS.

3. Perform matching for companies.

4. Perform matching for contacts.

See Find Matching Records in DaaS.

3. Import the file into Engagement Cloud by creating an import activity.

See Import Match Export Data into Engagement Cloud.

5. Import the company file into Engagement Cloud by creating an import activity.

6. Import the contact file into Engagement Cloud by creating an import activity.

See Import Match Export Data into Engagement Cloud.

4. Verify that the company information you imported is now in Engagement Cloud.

See Verify the Import of Data into Engagement Cloud.

7. Verify that the company information you imported is now in Engagement Cloud.

8. Verify that the contact information you imported is now in Engagement Cloud.

See Verify the Import of Data into Engagement Cloud.

5. Export the records for contacts.

See Export Data for Matching.

6. Perform matching for contacts.

See Find Matching Records in DaaS.

7. Import the file into Engagement Cloud by creating an import activity.

See Find Matching Records in DaaS.

8. Verify that the contact information you imported is now in Engagement Cloud.

See Verify the Import of Data into Engagement Cloud.

Export Data for Matching

Export the records that you want to match in DaaS to a text file.

When setting up the export job, you must select the attributes that you want to export and the filter criteria that determine what records are exported. When you export for the first time, the choices you make are saved automatically as a map. You can reuse the same map on subsequent export jobs.

To export company and contact data:

  1. Sign in to Engagement Cloud as a Sales Administrator user or another user with the permission to import customer data. The Welcome page appears.
  2. From the Administration list, select Setup and Maintenance.
  3. In the Overview page, click the All Tasks tab.
  4. Enter Schedule Export Processes for the task name, and click Search.
  5. In the Search Results table, click Go To Task icon Go to Task. The Overview page is displayed.
  6. Click Create icon Create to create a new export job. The Create Export Process Definition: Enter Basic Information page appears.
  7. In the Name field, provide a name for the export job, and then click Next. The Create Export Process Definition: Configure Export Objects page appears.
  8. In the Export Objects section, click Create icon Create to create export objects. The Manage Export Objects dialog appears.
  9. Under Available Objects, double-click Account for Enrichment to move it to Selected Objects, and click Done. Account for Enrichment contains all the necessary attributes.
  10. In the Details section, expand the DaasOrgEnrichExpVO item to view all the attributes that you can export.

    By default, all attributes are selected. You are exporting all attributes that will match your filter criteria, so you can leave all of the attributes selected.

  11. Specify the filter criteria that the application will use to determine which records to export:
    1. At the top of the list of attributes in the Details section, scroll to the right and click the Edit Filter Criteria button.
      Edit Filter Criteria button

      The Edit Filter Criteria dialog is displayed.

    2. From the Add Fields list, specify filters to narrow the scope of records to export.

      For example, select PartyName to represent the company name and LastUpdateDate for the most recent update.

      To export all companies that are businesses in California, you could enter the following criteria:

      Attribute Operator Value

      Country

      =

      US

      State

      STARTSWITH

      CA

      To export all records, regardless of the date they were last updated, remove the LastUpdateDate filter.

    3. Optionally, save the filter criteria for reuse in the future by clicking Save and entering a name. (The next time that you export, you can reuse the same filters by entering the name in the View Filter Criteria field on the Create Export Process Definition: Configure Export Objects page.)
    4. Click OK in the Edit Filter Criteria dialog.
    5. In the Create Export Process Definition: Configure Export Objects dialog, click Next. The Create Export Process Definition: Create Schedule page appears.
  12. If you want to export immediately, click Next to skip the scheduling options. The Create Export Process Definition: Review page appears.
  13. Click Activate.
  14. Click Refresh icon Refresh to verify that the job is completed.
  15. On the Overview page, select your export process to view its status.

    You can monitor the status of your export from the History section at the bottom of the page. If you do not specify enough filters, the export may take some time.

  16. When the export job is completed and has a status of Succeeded, download the file from the Exported data file field in the History section. This file is now ready for matching by DaaS.
  17. At the top of the page, select Done.

Find Matching Records in DaaS

To search and export company information:

  1. In DaaS, click Match Data icon Match Data in the banner to display the Match page.
  2. Use the following elements to specify how you want matching done:
    Element Description

    Data File

    Click Browse to locate the export file that you downloaded from Engagement Cloud in Export Data for Matching.

    Filters Select to filter companies, based on internal Dun and Bradstreet (D&B) definitions.

    In Business: Select to include companies of all sizes and revenues that are currently operating.

    • Enterprise: Select to match companies with over 100 employees OR revenues over 100 million US$.

    • Medium: Select to match companies with between 50 and 100 employees OR revenues between 10 and 100 million US$.

    • Small: Select to match companies with less than 50 employees OR revenues less than 10 million US$.

    Out of Business: Select to match companies that are not operating or inactive.

    Defunct: Select to match 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), the service 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 is a duplicate DUNS number of another record, or when a branch report becomes a separate entity.

    Data

    Select Company or Contact to narrow the matching you want to perform.

    Mapping

    Select a mapping from the list. For most match export jobs, you can use the default EngagementCloudCompanyMatch for companies or EngagementCloudContactMatch for contacts.

    Default mappings set by the administrator cannot be edited or deleted. See Edit Engagement Cloud Mappings for more information.

    You can create new mapping by clicking Create Mapping then selecting Engagement Cloud from the Template Type list.

    Click Save & Select to use your edited or new mapping.

    Match Confidence

    This value specifies the accuracy threshold of the matching process. Select a value between 1 and 100, where 100 represents a match confidence of 100 percent. The default is 70.

    Note: The Match Score attribute returns the match confidence setting. Because Dun & Bradstreet scores in the range of 1–10 (instead of 1–100), this attribute transmits the D&B raw match score in the range of 1-10 in match results. For example, if you set the Match Confidence field to 50 here, then the Match Score attribute returns a value of 5 in the output file.

    Match Limit

    Specify the maximum number of records to return.

    The default is 1.

    Note that if you set this to a number greater than 1, then you could get multiple records in the CSV file. To avoid errors importing into Engagement Cloud, you should review the file and save only the 1 file you want before import.

    Job Name

    Enter a unique name for the match export job. (This field is optional. If you do not enter a job name, then the service will automatically generate one for you.)

    Description

    Enter a description for the match export job. (This field is optional.)

  3. Click Match, and you are directed to the Home page to view the job status.
  4. When the job completes, click the number on Match Exports to review the matched data file. See Viewing the Status of Match Export Jobs and Analyzing the Log File for Failed or Rejected Records.

Import Match Export Data into Engagement Cloud

To import the matched company or contact data that you downloaded from DaaS back into Engagement Cloud, create an import activity. Enter basic data about the file to set up the import activity, specifying how the columns in your import file map to the attributes in the application, scheduling the import activity, and activating it.

To import the text file into Engagement Cloud:

  1. Sign in to Engagement Cloud as a Sales Administrator user or another user with the permission to import data. The Welcome page appears.
  2. From the Administration list, select Setup and Maintenance.
  3. In the Overview page, click the All Tasks tab.
  4. Enter Manage File Import Activities as the task name, and click Search.
  5. In the Search Results table, click Go To Task icon Go to Task. The Manage Import Activities page appears.
  6. Click Create icon Create. The Enter Import Options page appears. Enter the information as follows:
    Element Description

    Name

    Enter a name for your import activity. Consider a name that matches the name of the company or types of companies that you are targeting, such as company or company_type.

    Object

    Select Account for companies.

    Select Contact for contacts.

    Upload From

    Select Desktop and browse for the file that you saved in Find Matching Records in DaaS.

    Data Type

    Select Comma Separated.

    Header row included

    Ensure that you select this option.

    Import Mapping

    For companies, select Data Cloud Account Import for Sales Cloud release 8. Select Data Cloud Account Import — Advanced for Sales Cloud release 9.

    For contacts, select Data Cloud Contact Import for Sales Cloud release 8. Select Data Cloud Contact Import — Advanced for Sales Cloud release 9.

    If you can't easily find the mapping, then from the Import Mapping list, select Search... and search for data cloud.

    The import activity requires that you to create a mapping between the data in the import file and the target attributes in Engagement Cloud. The Data Cloud xxx Import mappings contain mappings used for companies and contacts in DaaS to data in Engagement Cloud.

  7. Click Next.

    The Create Import Activity: Map Fields page displays the attributes in your file with some sample data. Both the Source and Target columns are populated.

  8. Click Next to keep the mapping as is. The Create Import Activity: Create Schedule page appears.
  9. Specify when you want to process your file. The default is to start the import activity immediately.
  10. Click Next. The Review and Activate page appears.
  11. Click Activate to run the import activity at the time you specified.

    The Manage Import Activities page is displayed with the status. On the far right, you see that the Status column for the mapping shows a status of Scheduled.

  12. Click Refresh icon Refresh to see the job update to Base table upload in progress.
  13. After about 10 minutes, click Refresh icon Refresh to see the final status.
  14. Click the completed status to view the log in the View Import Status page.
  15. In the Process Log section, from the Message Type list, select Information to look for the following messages to indicate success:
    Message Description

    Completed importing all the records and number of records processed : number

    This number should match the number of rows in the file that you imported.

    Completed importing all the records and Error count : 0

    This message indicates that the import activity was successful.

    Alternatively, click Export to Excel icon Export to Excel to view the log in a Microsoft Excel file.

Verify the Import of Data into Engagement Cloud

To verify that the company or contact data from DaaS was imported successfully into Engagement Cloud:

  1. On the Manage Customers link. The Manage Customer page is displayed.
  2. On the Manage Customers page, from the Saved Search list, select Search by Accounts for companies or Search by Contacts for contacts.
  3. In the Unique Party Name field, enter the name of one of the companies (or the last name of one of the contacts) in the file that you imported, and then click Search.
  4. In the Search Results table, click the company name to see the details of the imported data. For contacts, click the company name associated with the contact name that you entered to see the imported data.
  5. Verify that fields match the information for the company or contact in the file. For example, confirm that the DUNS numbers match.

    Note:

    When submitting a match request using DaaS, the DUNS number for company records is not included or shown in the matched output file. When submitting a match request using Engagement Cloud, the DUNS number is delivered as part of the matched record and is rendered in the Engagement Cloud interface.

Enrich Data in Eloqua Marketing Cloud

Oracle Eloqua users can use the DaaS Enrichment app to ensure that they have the most up-to-date information for their companies and contacts.

Enrich Leads in Eloqua

Suppose you want the data for all your leads to include titles, because you want to send a marketing email targeted at only C-level leads. You can enrich the leads with 3rd party data from DaaS and send email to only appropriate people. Follow these basic steps:
  1. Create a multi-step campaign.
  2. Select a segment with your leads as the target audience for the campaign.
  3. Connect it with the DaaS Lead Enrichment app.
  4. Save the campaign.
  5. Activate the campaign to enrich the contact data. After the leads are enriched, you can open the app to see details about the enrichment job.
  6. Select to send email to leads if they have a C-level title.

To batch enrich leads on a regular basis, create a segment in an “always on” campaign that includes all leads and connect it with the DaaS Lead Enrichment app. Or, you can have contacts in a segment filtered through programs and then sent to a campaign with the DaaS Lead Enrichment app to get enriched automatically:

  1. Create a program (Create a Contact Program - Blank Contact Program).
  2. On the program canvas, associate the program to a campaign where you have the DaaS Lead Enrichment app. (For example, you could enrich contacts with city = New York or with annual revenue > 1000000.)
  3. Select the segment you want to use, and click Send To Program. These contacts are automatically added to the campaign DaaS Lead Enrichment app and will be enriched.
The following campaign-specific tabs display for basic marketing users:
  • Summary: Use this page to see the current data usage based on your DaaS subscription, a summary of enrichments in the campaign, and Learn More links that take you to the Oracle Help Center for DaaS (also known as Social Data and Insight Cloud Service).

  • Mapping: Use this page to select the mapping for your campaign enrichment. This page also lets you override the match confidence level set by your administrator.

  • Job History: Use this page to see details about all or selected enrichment jobs in this campaign, such as the number of contacts in Eloqua already up-to-date and the number of contacts in Eloqua enriched by DaaS in this campaign.

Note:

Your browser may block pop-ups on the cloud action menu. If so, select the option to allow pop-ups for this site.

Enrich Accounts in Eloqua

After the DaaS Enrichment app has been configured, Eloqua users can use it to ensure that their accounts (or companies) have the most up-to-date information, and can target the right audience with the right message.

For information on installing and configuring the DaaS Enrichment app, see About Integration with Oracle Eloqua Marketing Cloud.

  1. Create an account group in Eloqua:
    1. Select AudienceToolsAccount Groups.
    2. On the Account Groups page, select AccountsNew Account Group.
    3. Click Group Members, and select to add companies to the group. (Alternatively, you can upload a file containing a list of companies to the group.)
  2. From the AppCloud menu, select the Oracle DaaS Account Enrichment app.
  3. Create an account enrichment job:
    1. On the app’s Manage Jobs page, click Create New Job.
    2. Select the account group you created, and move it to the Account Groups to be Enriched pane. (For the mapping, all seeded OMC Company Match and custom mappings that the admin created are listed. You can leave the default mapping and match confidence level.)
    3. Click Save and Run to run this job immediately. (Alternatively, click Save and run the job later on the Manage Jobs page.)
    4. In the dialog, enter a name for the job, and click OK.

      If the account already has the latest data, then it does not get picked up for matching. If it doesn’t have the latest data, then the account is matched with DaaS, and fields in Eloqua that were specified in the mapping are updated with enriched company data.

  4. Optionally, change the default filters DaaS uses for searching and matching. See About Admin Settings.
The following tabs display for basic marketing users:
  • Summary: Use this page to see the current data usage based on your DaaS subscription, a summary of enrichments, and Learn More links that take you to the Oracle Help Center for DaaS.

  • Manage Jobs: Use this page to create new jobs. You can also search for, edit, run, or delete existing jobs. You can only manage jobs that you’ve created.

  • Job History: Use this page to see details about all or selected enrichment jobs, such as the number of accounts in Eloqua already up-to-date and the number of accounts in Eloqua enriched by DaaS.

Enrich Data in Other Oracle Cloud Applications

The following table describes the tasks for matching company or contact records in other Oracle Cloud applications (such as Business Intelligence Cloud Service).

Task More Information

1. Export the application records that require matching into a file. In this task, use the provided export map that specifies which attributes you are exporting, and specify the filter criteria that the application uses to select the records for export job.

Export Data for Matching

2. Perform matching. Compare the file from your application with the records in DaaS to see if there is a record match. For records that match, DaaS replaces the matched record in the file with its records.

Find Matching Records in DaaS

3. Import the file into your application.

Import Matched Data into Other Oracle Cloud Applications

Export Data for Matching

Using your application utilities, export the data from your application to a file. See your application-specific documentation for details.

Note:

DaaS administrators can change the default export file format from plain text to Excel on the Administration page.

Find Matching Records in DaaS

Compare the file from your application with the records in DaaS to see if there is a record match. For records that match, DaaS replaces the matched record in the file with its records. After the match process completes, export the matched data from DaaS to a file for export back into your application.

To search and export company information:

  1. In DaaS, click Match Data icon Match Data in the banner to display the Match page.
  2. Use the following elements to specify how you want the match export job done:
    Element Description

    Data File

    Click Browse to locate the export file that you downloaded from your application in Export Data for Matching.

    Filters Select to filter companies, based on internal Dun and Bradstreet (D&B) definitions.

    In Business: Select to include companies of all sizes and revenues that are currently operating.

    • Enterprise: Select to match companies with over 100 employees OR revenues over 100 million US$.

    • Medium: Select to match companies with between 50 and 100 employees OR revenues between 10 and 100 million US$.

    • Small: Select to match companies with less than 50 employees OR revenues less than 10 million US$.

    Out of Business: Select to match companies that are not operating or inactive.

    Defunct: Select to match 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), the service 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 is a duplicate DUNS number of another record, or when a branch report becomes a separate entity.

    Data

    Select Company or Contact to narrow the match export job that you want to perform.

    Mapping

    On the Mappings list, you see existing mappings.

    Click View Mapping, then Create Mapping to create a new mapping with the Generic template type.

    Click Save & Select to use your edited or new mapping.

    Match Confidence

    This value specifies the accuracy threshold of the matching process. Select a value between 1 and 100, where 100 represents a match confidence of 100 percent. The default is 70.

    Note: The Match Score attribute returns the match confidence setting. Because Dun & Bradstreet scores in the range of 1–10 (instead of 1–100), this attribute transmits the D&B raw match score in the range of 1-10 in match results. For example, if you set the Match Confidence field to 50 here, then the Match Score attribute returns a value of 5 in the output file.

    Match Limit

    Specify the maximum number of records to return. The default is 1.

    Note that if you set this to a number greater than 1, then you could get multiple records in your file. To avoid errors importing into your application, you should review the file and save only the 1 file you want before import.

    Job Name

    Enter a unique name for the match export job. (This field is optional. If you don't enter a job name, the service automatically generates one for you.)

    Description

    Enter a description for the match export job. (This field is optional.)

  3. Click Match, and you are directed to the Home page to view the job status.
  4. When the job completes, click the number on Match Exports to review the matched data file. See Viewing the Status of Match Export Jobs and Analyzing the Log File for Failed or Rejected Records.

Import Matched Data into Other Oracle Cloud Applications

Using your application utilities, import the file from DaaS back into your application. See your application-specific documentation for details.