Match your companies with a company database to avoid duplicates and get more company information such as addresses, revenue, and profit.
Please note: The Bisnode database covers companies based in Sweden, Denmark, Finland and Norway. Upsales Prospecting is available for Swedish and UK companies.
How to find the matching feature in Upsales
- Click Sales & CRM
- Click the dropdown arrow next to Companies & contacts
- Click Match companies:
Getting started with company matching
Companies matching can be matched right away.
The left side of the list
These are companies in your Upsales account that haven't been matched yet.
In this column, the suggested matches for companies in the data source are shown:
- One match suggestions
Check the company matches the company in Upsales, and make sure the green match action is selected
- Multiple matches
Review and click the green matching action next to your chosen match
- No match suggestions
Check your search phrase again. If you don't want this company to be shown in this view again you can simply hide it or delete it from Upsales.
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.
The company will be removed from Upsales.
When companies are matched
If you have Prospecting and Bisnode activated, data matches with Prospecting.
If you have Prospecting activated, data is matched with Prospecting.
If you have Bisnode activated, data is matched with Bisnode.