Match your companies with an external company database to avoid duplicates and get more company information such as addresses, revenue, and profit.
Building databases? Company Data Hub covers companies in the countries activated for your account. Bisnode covers companies based in Sweden, Denmark, Finland and Norway.
Where to find the 'match companies' feature
- Click Sales & CRM:
- Click the dropdown arrow next to Companies & contacts and select Match companies:
Match companies is shown to administrators, and to users who have the Multi retrieval of companies (Upsales Prospecting & Bisnode) permission in their user settings.
Getting started with company matching
When opening the matching view, companies not matched with a company database (such as Company Data Hub or Bisnode) are shown in the list, if their visiting address is in a country your company database covers or has no country set.
For each company, select Match, Hide or Delete. Then click Save & fetch more to carry out your choices and load the next companies. Nothing is changed until you click Save & fetch more.
Under Filters you can choose Only show companies where I'm an account manager, Show hidden companies and Exclude subaccounts.
Match suggestions
In this column, the suggested matches for companies in the data source are shown:
-
One match suggestions
The suggestion is selected automatically. Check that it is the same company as in Upsales, and that Match is selected -
Multiple matches
Click the Match suggestion cell and choose the right company from the list -
No match suggestions
Click the cell to search for the company by name or organisation number. If you don't want this company to be shown in this view again, hide it or delete it from Upsales.
Actions
| The company will be matched with the suggestion. If the company already exists in Upsales the companies will be merged. | ||
| The company is hidden from the matching view. This is useful for companies that don't exist as real companies or are located in a non-target country. To see hidden companies again, turn on Show hidden companies under Filters. | ||
| The company will be removed from Upsales. You are asked to confirm before the companies are deleted. |
What happens when companies are matched
If you have activated:
-
Company Data Hub and Bisnode
Data is matched with Company Data Hub. Bisnode is used for Nordic companies in countries your Company Data Hub doesn't cover -
Company Data Hub
Data is matched with Company Data Hub. Checks are made for company HQs, company name and organisation number -
Bisnode
Data is matched with Bisnode. Checks are made for name, organisation number, and city
Match all companies automatically
Click Update all companies and confirm with Yes, match companies automatically to match companies with Company Data Hub in one go. A company is matched when exactly one company in Company Data Hub has the same name or organisation number. This covers companies in Sweden, Norway, Denmark and Finland. Match the other companies manually in the list.
Costs
Company Data Hub: each matched company uses Company Data Hub tokens, which count towards your Company Data Hub price tier. You can see your usage as Used CDH tokens in Settings → Account → Billing portal. If Update all companies would take you past your current tier, Upsales matches as many companies as fit within the tier and creates a Request to upgrade tier in the Billing portal. When the request is approved, the remaining companies are matched.
Bisnode: each matched company uses one Bisnode credit. If you don't have enough credits for the companies you match, nothing is matched. You buy more credits in the Billing portal.