Match your companies with an external company database to avoid duplicates and get more company information such as addresses, revenue, and profit.
Building databases? Upsales Prospecting is available for Swedish and UK companies. Bisnode covers companies based in Sweden, Denmark, Finland and Norway.
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
When opening the matching view, companies not matched with a company database (such as Upsales Prospecting or Bisnode) are shown in the list.
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.
What happens when companies are matched
If you have activated:
- Prospecting and Bisnode, data matches with Prospecting
- Prospecting, data is matched with Prospecting. Checks are made for company HQs and organisation numbers (in Creditsafe)
- Bisnode, data is matched with Bisnode. Checks are made for name, organisation number, and city
All companies found will appear. However, the company that's seen first is the company that will be matched.