InsideView FAQs
InsideView's Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 578 most popular questions InsideView receives.
Frequently Asked Questions About InsideView
InsideView Data Integrity is a customer data management solution that cleans, monitors, and enriches CRM data to drive revenue and operational effectiveness. InsideView Data Integrity keeps your CRM data clean, so you always have a consistent and unified view of your customers and prospects.
In this release,InsideView Data Integrity integrates directly with Salesforce CRM to enable business decisions with accurate data for accounts, contacts and leads in your CRM.
InsideView Data Integrity helps Salesforce CRM administrators solve their data and process challenges. InsideView Data Integrity goes beyond cleaning data to provide insights and visualizations to help companies improve the health of their CRM data.
How InsideView Data Integrity Works?
InsideView Data Integrity requires an integration with customize application permission to establish a communication between the Data Integrity application and Salesforce CRM. Data Integrity can be configured to push updates as often as every day, weekly or monthly.
To learn how to set up an integration user, read the article Setting Up an Integration User for Data Integrity in Salesforce CRM in our Knowledge Base.
InsideView Data Integrity allows you to define which records can be managed using a rule-based system. These rules can be used to create processes which will allow you to control what fields should be pushed to your CRM.
InsideViews unique multi-sourced, triangulated, and validated (MTV) approach to gathering intelligence ensures the most accurate and complete data is available to you via Data Integrity.
Key Differentiators:
InsideView Data Integrity offers the following key differentiators to help you win more business deals:
Clean data to provide insights and visualizations to help companies improve the health of their CRM data
Easy-to-create data processes which allows you to automatically clean and append your CRM accounts, contacts, and leads.
Manage precisely which records you want to control and which fields you wish to update.
Easy to administer data mapping and update rules across multiple InsideView products with Unified Field Mapping.
Create lead-to-account mapping automatically, which allows you to better route leads by account owner, track account level engagement and measure overall ABM effectiveness.
Create and update of Salesforce account hierarchies automatically to mirror InsideViews family tree data in your CRM without any manual effort by your end users or operations team, making it easier to find related companies and grow relationships.
View ArticleContents
About InsideView Sales
Whats New in v169?
Known Issues
Support and Feedback
About InsideView Sales
InsideView Sales offers the most accurate and complete market intelligence that powers productivity across the enterprise. Up-to-the-minute intelligence from over 40,000 sources is delivered into your business workflow through various InsideView CRM integrations. The InsideView for Salesproduct suite also includes:
InsideView Mobile Provides market intelligenceon your mobile device making it easy to access on the go.
InsideView Account Management Provides leadership change updates and market intelligencetokeep you informed about important activities across your accounts and arms you with insights to retain and grow them.
What's New in v169?
Click thefollowing links to browse through the feature updates and enhancements in the respective products:
New Features in InsideView Sales
New Features inInsideView Sales
Unlink Wrong Company and Re-match to a Correct Company
InsideView Sales users can now unlink any incorrect match, and re-match to any company record from InsideViews database.
To unlink a wrong company, click the Unmatch link as illustrated:
Once the company is unlinked, click Find a Match to search for a correct company in the InsideView database to get the latest insights.
Note: Follow the same steps to unlink a wrong contact and rematch to a correct contact.
Once you unlink a company in InsideView Sales, this company will automatically get unlinked in InsideView Refresh. You cannot sync/update data for the unlinked company. If you want to receive updates for the accounts, contacts, and leads in your Salesforce CRM, you have to rematch unlinked company to the right company in the InsideView database.
InsideView will NOT enrich the corresponding entity until you rematch it to the right company/contact from the InsideView database.
New Fields to Map and Sync in Salesforce CRM
InsideView Sales now allows you to map social media handles and executive's address fields via Unified Admin Portal. These fields will help you access additional fields to target your prospects better.
For accounts/companies, you can map and sync social media fields such as:
Twitter handle
Facebook page
Blog page
For leads and contacts, you can map and sync these fields:
City
State
Country
Job level
Job function
Note:These fields are available only for syncing inSalesforce CRM.
Known Issues
There are no known issues in this release.
Support and Feedback
For any technical issues, submit a request for technical support. InsideViews support team will contact you to address your technical problem.
Please share your feedback and ideas with us by sending an email to or click the Feedback button onthe right-hand side of this page.
View ArticleUse the Contacts Search endpoint to fetch a list of contacts.
The elements in the contacts list contain an id value and enough additional information such that a user could narrow down a selection from the list. Using the selected id values, you can retrieve additional contact information through the Contact Details endpoint.
Endpoint
GET https://api.insideview.com/api/v1/contacts
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type.Valid values areapplication/jsonandapplication/xml (default).
QueryParameters
Parameter Name
Type
Required
Description
email
String
Yes1
Contact email
lastName
String
Yes1
Contact lastname
firstName
String
No
Contact firstname
middleName
String
No
Contact middlename
fullName
String
Yes1
Contact Full Name
country
String
No
Country name (e.g. United States, France) for company search
state
String
No
State name for company search
city
String
No
City Name of company search
zip
String
No
Zip code for company search
peopleCountries
String
No
Comma separated list of Country Ids
peopleStates
String
No
Comma separated list of States
peopleCities
String
No
Comma separated list of Cities
peopleArea
String
No
Area for the search
peopleAddress
String
No
Address for the search
companyId
Integer
No
Contact current Company Id
companyName
String
No
Contact current Company Name
companyWebsite
String
No
Contact current Company website (Only as Relevence filter)
active
String
No
If present will return only active or inactive records, depending on the value (true orfalse)
isEmailRequired
String
No
If present and equals totrue, the API will return only contact having an email address.
isPhoneRequired
String
No
If present and equals totrue, the API will return only contact having a phone number.
page
Integer
No
The page number of the result-set to return.Default: 1
resultsPerPage
Integer
No
The number of results in a page request.Min: 1, Max: 50, Default: 10
phoneType
String
No
Accepts DIRECT, CORP, and ANY to find the corresponding contact's phone numbers.
1: the request should include at least one of the twomandatory parameters.
Responses
HTTP 200
Returns either aJSON or XML data structuredepending on the request Accept header.
Name
type
Description
contacts
Array
Array of search results
contacts > firstName
String
Contact's first name
contacts > middleName
String
Contact's middle name
contacts > lastName
String
Contact's last name
contacts > contactId
String
InsideView Contact ID
contacts > companyId
Integer
Contact's InsideView Company ID
contacts > companyName
String
Contact's company name
contacts > titles
List
List of titles (String)
contacts > active
Boolean
Active / inactive employment flag
contacts > hasEmail
Boolean
True if the contact has an email address
contacts > hasPhone
Boolean
True if the contact has a phone number
contacts > peopleId
String
Return People Id
page
Integer
Page number in the result set
resultsPerPage
Integer
Number of search result per page
totalResults
Integer
Total number of search results
corporatePhone
Integer
ReturnsCORPORATE phone number of a contact
directPhone
Integer
ReturnsDIRECT phone number of a contact
application/json example
{
"totalResults": 5,
"page": 1,
"resultsPerPage": 50,
"contacts": [
{
"firstName": "Umberto",
"middleName": "",
"lastName": "Milletti",
"contactId": 8802619,
"companyId": 781163,
"companyName": "InsideView, Inc..",
"titles": [
"Chief Executive Officer & Founder"
],
"active": true,
"hasEmail": false,
"hasPhone": true,
"peopleId": "544KN90XokCKSBrKF8FkX_Eszq2JCMDfzMjbglyzLVXd0TDdVA0GymiRy4BesdZ-"
"corporate: 949-XXX-XXX, "direct": 935-XXXX-XXXX, },
{
"firstName": "Umberto",
"lastName": "Milletti",
"contactId": 15698563,
"companyId": 1023451,
"companyName": "Sand Hill Group, LLC",
"titles": [
"Founder, CEO On CRM And Big Data Customer Analytics Trends"
],
"active": true,
"hasEmail": false,
"hasPhone": true,
"peopleId": "1WhHImR7pXLvHsM8ffnIoYNAcybxe7gRjKBFouZWQgLxrZdvbLCHDCxzy7qtZ9BH"
},
{
"firstName": "Francesca",
"lastName": "Milletti",
"contactId": 20279037,
"companyId": 811176,
"companyName": "Roche Holding AG",
"titles": [
"Principal Scientist, Data Science"
],
"active": true,
"hasEmail": true,
"hasPhone": true,
"peopleId": "ewp__T0qXfw_9mDh2b4afxGcStBWTX_QQU7BPVewEfXuz1i-4c42q3zxhH8LoiLs"
},
{
"firstName": "Alessandro",
"middleName": "",
"lastName": "Milletti",
"contactId": 24939268,
"companyId": 12187785,
"companyName": "Crs4 Srl",
"titles": [
"Director"
],
"active": true,
"hasEmail": false,
"hasPhone": true,
"peopleId": "NZ30nmuF51Z7fsFoZ149FMluJjhDjAIrj9YqX_W_rwf2zrunHuwl_OfeX6laN2mV"
},
{
"firstName": "Umberto",
"lastName": "Milletti",
"contactId": 50159972,
"companyId": 1601884,
"companyName": "The College Company, Inc.",
"titles": [
"Advisor"
],
"active": true,
"hasEmail": false,
"hasPhone": true,
"peopleId": "fTTvhwWDCvn23V4uYR93zbGObNbGMd9daHAwF3N-rUixgfgyikf_D7SvjPAJZo6n"
}
]
}
application/xml example
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<contacts>
<contact>
<active>true</active>
<companyId>781163</companyId>
<companyName>InsideView, Inc..</companyName>
<contactId>8802619</contactId>
<firstName>Umberto</firstName>
<hasEmail>false</hasEmail>
<hasPhone>true</hasPhone>
<lastName>Milletti</lastName>
<middleName></middleName>
<peopleId>544KN90XokCKSBrKF8FkX_Eszq2JCMDfzMjbglyzLVXd0TDdVA0GymiRy4BesdZ-</peopleId>
<titles>Chief Executive Officer &amp; Founder</titles> <corporatePhone>+44 800 039 1010</corporatePhone> <directPhone>+939 4321 3433</directPhone>
</contact>
<contact>
<active>true</active>
<companyId>1023451</companyId>
<companyName>Sand Hill Group, LLC</companyName>
<contactId>15698563</contactId>
<firstName>Umberto</firstName>
<hasEmail>false</hasEmail>
<hasPhone>true</hasPhone>
<lastName>Milletti</lastName>
<peopleId>1WhHImR7pXLvHsM8ffnIoYNAcybxe7gRjKBFouZWQgLxrZdvbLCHDCxzy7qtZ9BH</peopleId>
<titles>Founder, CEO On CRM And Big Data Customer Analytics Trends</titles>
</contact>
<contact>
<active>true</active>
<companyId>811176</companyId>
<companyName>Roche Holding AG</companyName>
<contactId>20279037</contactId>
<firstName>Francesca</firstName>
<hasEmail>true</hasEmail>
<hasPhone>true</hasPhone>
<lastName>Milletti</lastName>
<peopleId>ewp__T0qXfw_9mDh2b4afxGcStBWTX_QQU7BPVewEfXuz1i-4c42q3zxhH8LoiLs</peopleId>
<titles>Principal Scientist, Data Science</titles>
</contact>
<contact>
<active>true</active>
<companyId>12187785</companyId>
<companyName>Crs4 Srl</companyName>
<contactId>24939268</contactId>
<firstName>Alessandro</firstName>
<hasEmail>false</hasEmail>
<hasPhone>true</hasPhone>
<lastName>Milletti</lastName>
<middleName></middleName>
<peopleId>NZ30nmuF51Z7fsFoZ149FMluJjhDjAIrj9YqX_W_rwf2zrunHuwl_OfeX6laN2mV</peopleId>
<titles>Director</titles>
</contact>
<contact>
<active>true</active>
<companyId>1601884</companyId>
<companyName>The College Company, Inc.</companyName>
<contactId>50159972</contactId>
<firstName>Umberto</firstName>
<hasEmail>false</hasEmail>
<hasPhone>true</hasPhone>
<lastName>Milletti</lastName>
<peopleId>fTTvhwWDCvn23V4uYR93zbGObNbGMd9daHAwF3N-rUixgfgyikf_D7SvjPAJZo6n</peopleId>
<titles>Advisor</titles>
</contact>
<page>1</page>
<resultsPerPage>50</resultsPerPage>
<totalResults>5</totalResults>
</contacts>
HTTP400
Invalid query parameter(s).
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header.
HTTP405
Method Not Allowed- Your are not allowed to access this API.
HTTP429
Request is throttled.
View ArticleUse the Contact Details endpoint to fetch details about a contact once you know its id. You can choose to retrieve all or some of the details of the contact.
The contactid can be obtained either through the Data API Contact Search or through the Enrich API Enrich (or its bulk version).
Endpoint
GET https://api.insideview.com/api/v1/contact/{contactId}
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type.Valid values areapplication/jsonandapplication/xml (default).
URIParameters
Parameter Name
Type
Required
Description
contactId
String
Yes
Contact ID
QueryParameters
Parameter Name
Type
Required
Description
fields
String
No
Comma separated list of fields to include in the response. Use this parameter if you are interested in only a few fields to reduce the amount of data retrieved.Ex: fields=lastName,firstName,twitterHandle
Responses
HTTP 200
Returns either aJSON or XML data structuredepending on the request Accept header.
Name
type
Description
companyId
Integer
Contact's company InsideView ID
companyName
String
Contact's company name
contactId
Integer
Contact InsideView ID
description
String
Contact bio
email
String
Contact email address
facebookHandle
String
Contact Facebook profile URL
firstName
String
Contact first name
lastName
String
Contact last name
fullName
String
Contact full name
imageUrl
String
Contact image URL
linkedinHandle
String
Contact LinkedInprofile URL
phone
String
Contact phone number
twitterHandle
String
Contact Twitter profile URL
education
Array
Array of contact's education details
education > degree
String
education >major
String
education > university
String
titles
List
Listof contact's titles (String)
Confidence Score
Double
A percentage score based on Last validated date, Recency, Source, and Popularity
sources
List
Listof sources for contactattributes (String)
active
Boolean
Active / inactive employment flag
jobLevels
Array
Array of Job levels
jobFunctions
Array
Array of job functions
peopleId
String
People Id
age
String
Age
salary
String
Salary
salaryCurrency
String
Salary Currency
corporatePhone
String
Returns CORPORATE phone number of a contact
directPhone
String
Returns DIRECT phone number of a contact
application/json example
{
"contactId": 6328347,
"firstName": "Tim",
"lastName": "Cook",
"companyId": 1058007,
"companyName": "Apple Computer UK",
"phone": "+44 800 039 1010", "corporate": +44 800 039 1010", "direct":+939 4321 3433
"twitterHandle": "http://twitter.com/T_Cook",
"facebookHandle": "http://www.facebook.com/135724710121292",
"age": "54",
"active": false,
"jobLevels": [
"C Level"
],
"jobFunctions": [
"Other"
],
"peopleId": "ZWUf25_lqO7SY_AEoCa9H23wj0W_7eCqHbJO3nw_7gcFrg2vQ0LZ2iS0pCse8MlD",
"fullName": "Tim Cook",
"education": [
{
"degree": "Bachelor of Science",
"major": "Industrial Engineering",
"university": "Auburn University"
},
{
"degree": "Masters of Business Administration",
"major": "",
"university": "Duke University"
}
],
"sources": [
"Web References",
"Social Media",
"InsideView",
"Reuters",
"Community"
],
"titles": [
"CEO, Apple Inc."
]
}
application/xml example
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<contact>
<contactId>6328347</contactId>
<educations>
<education>
<degree>Bachelor of Science</degree>
<major>Industrial Engineering</major>
<university>Auburn University</university>
</education>
<education>
<degree>Masters of Business Administration</degree>
<major></major>
<university>Duke University</university>
</education>
</educations>
<companyId>1058007</companyId>
<titles>
<title>CEO, Apple Inc.</title>
</titles>
<sources>
<source>Web References</source>
<source>Social Media</source>
<source>InsideView</source>
<source>Reuters</source>
<source>Community</source>
</sources>
<jobLevels>
<jobLevel>C Level</jobLevel>
</jobLevels>
<jobFunctions>
<jobFunction>Other</jobFunction>
</jobFunctions>
<active>false</active>
<age>54</age>
<companyName>Apple Computer UK</companyName>
<facebookHandle>http://www.facebook.com/135724710121292</facebookHandle>
<firstName>Tim</firstName>
<fullName>Tim Cook</fullName>
<lastName>Cook</lastName>
<peopleId>ZWUf25_lqO7SY_AEoCa9H23wj0W_7eCqHbJO3nw_7gcFrg2vQ0LZ2iS0pCse8MlD</peopleId>
<phone>+44 800 039 1010</phone> <corporatePhone>+44 800 039 1010</corporatePhone> <directPhone>+939 4321 3433</directPhone>
<twitterHandle>http://twitter.com/T_Cook</twitterHandle>
</contact>
HTTP400
Invalid query parameter(s).
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header.
HTTP405
Method Not Allowed- Your are not allowed to access this API.
HTTP404
Invalid ID, record not found.
HTTP429
Request is throttled.
View ArticleUse the Enrich endpoint to fetch company and contact information in a single query. This resource enables your users to search based on one or more inputs, and immediately retrieve only the highest ranked information for the combination of inputs.
Endpoint
POST https://api.insideview.com/api/v1/enrich
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type. Valid values are application/json and application/xml (default).
Accept-Language
String
No
Select the response's language and locale.Default value:en-enSee Internationalization Support for more details.
FormParameters
The parameters should be sent as x-www-form-urlencoded parameters.
Note: sending the parameters asform-data parameters will generate an error.
Parameter Name
Type
Required
Description
companyName
String
Yes1
Company Name
url
String
Yes1
Company Web Site
email
String
Yes1
Contact Email
firstName
String
No
Contact First Name
lastName
String
No
Contact Last Name
fullName
String
No
Contact Full Name
country
String
No
Country name (e.g. United States, France)
state
String
No
city
String
No
street
String
No
zip
String
No
fax
String
No
Company fax number
phone
String
No
Company phone number
phoneType
String
No
Accepts DIRECT, CORP, and ANY to find the corresponding contact's phone numbers.
tickers
String
No
Company Ticker Symbol
title
String
No
Contact designation at the company he/she is employed
minConfidenceScore
String
No
Match score threshold for the API to return a match
isContactRequired
Boolean
No
If set to true (default value: false), then a result is returned only if a contact is matched
isPhoneRequired
Boolean
No
Returns only matched contacts if they have a phone number(If contact doesn't have phone number, company's phone number is considered)
isEmailRequired
Boolean
No
Returns only matched contacts if they have a email address
contactMatching
String
No
"all", "active"(Default), "inactive" are supported values for this parameter
1: The request should include at least one of the three mandatory parameters.
Responses
HTTP 200
Returns either aJSON or XML data structuredepending on the request Accept header.
The response, in case of a match, contains a company record and a contact record if a contact is also matched.
If there is no match the response will be an empty JSON structure or an emptyenrichedLead node in an XML document depending on the Accept header of the query.
Name
type
Description
company
Object
Company firmographic data
company > britishSics
List
List of British SIC codes
company > britishSics > britishSic
String
British SIC code
company > britishSics > description
String
British SIC code description
company > city
String
Company address: city
company > companyId
Integer
InsideView company ID
company > companyStatus
String
Company status (Operating, Subsidiary, Acquired)
company > companyType
String
Company type (Public, Private, School, Government,Organization)
company > country
String
Company address: country
company > employees
String
Company employee count
company > employeeRange
String
Range of number of company employees
company > equifaxId
String
Company Equifax ID
company > fax
String
Company fax number
company > financialYearEnd
String
Company financial year end
company > fortuneRanking
String
Company Fortune ranking
company > industry
String
Company industry
company > industryCode
String
Company industry code
company > mostRecentQuarter
String
Most Recent Quarter Earning Date
company > naics
String
Company NAICS code
company > naicsDescription
String
Company NAICS description
company > name
String
Company name
company > parentCompanyId
String
Parent company InsideView id
company > parentCompanyName
String
Parent company name
company > parentCompanyCountry
String
Parent company country
company > phone
String
Company phone number
company > revenue
String
Company revenue (Millions of $)
company > revenueCurrency
String
Company revenue's currency (USD, EUR, GBP)
company > sic
String
Company SIC code
company > sicDescription
String
Company SIC description
company > foundationDate
String
Foundation date of the company
comapny > revenueRange
String
Revenue range of the company
company > sources
String
Sources for company attributes
company > state
String
Company address: state
company > street
String
Company address: street
company >subIndustry
String
Company sub-industry
company > subIndustryCode
String
Company sub-industry code
company > ticker
Array
Array of company's tickers details
company > ticker > tickerName
String
Ticker symbol
company > ticker > exchange
String
Exchange symbol
company > ultimateParentCompanyId
String
Ultimate parent company InsideView id
company >ultimateParentCompanyName
String
Ultimate parent company name
company >ultimateParentCompanyCoutnry
String
Ultimate parent company Country
company > websites
List
Listof company's web site URL (String)
company > zip
String
Company address: zip code
company > companyFacebookProfile
String
Facebook profile of Company
company > companyTwitterProfile
String
Twitter profile of Company
company > companyBlogProfile
String
Blog Url of Company
company > companyLinkedInProfile
String
LinkedIn Profile of Company
contact
Object
Contact demographic details
contact > age
String
Age
contact > contactId
Integer
Contact InsideView ID
contact > description
String
Contact biography
contact > education
Array
Array of contact's education details
contact > education > degree
String
contact > education >major
String
contact > education > university
String
contact > email
String
Contact email address
contact > facebookProfile
String
Contact Facebook profile URL
contact > firstName
String
Contact first name
contact > fullName
String
Contact full name
contact > imageUrl
String
Contact image URL
contact > lastName
String
Contact last name
contact > linkedInProfile
String
Contact LinkedInprofile URL
contact >phone
String
Contact phone number
contact > corporatePhone
String
Corporate phone number
contact > directPhone
String
Direct phone number
contact > salary
String
Salary
contact > salaryCurrency
String
Salary Currency
contact > peopleId
String
People Id
contact > jobLevels
List
List of job levels for contact(String)
contact > jobFunctions
List
List of job functions for contact (String)
contact > active
Boolean
True or False to indicate employment status
contact > sources
List
Listof sources for contactattributes (String)
contact > titles
List
Listof contact's titles (String)
contact > twitterProfile
String
Contact Twitter profile URL
confidenceScore
Number
Matching score. Min value: 0, max value: 100
application/jsonExample (without a match)
{}
application/xmlExample (without a match)
<?xml version="1.0" encoding="UTF-8"?>
<enrichedLead/>
application/jsonExample (with a match)
{
"company": {
"city": "CUPERTINO",
"companyId": 724468,
"companyStatus": "Operating",
"companyType": "Public",
"country": "United States",
"employees": "500000",
"equifaxId": "19571340",
"fax": "(408) 996-0275",
"financialYearEnd": "9",
"industry": "Computerhardware",
"naics": "334118",
"naicsDescription": "Computer Terminal and Other Computer Peripheral Equipment Manufacturing",
"name": "Apple Inc.",
"phone": "1-408-9961010",
"revenue": "176634.78555",
"sic": "3663",
"sicDescription": "Radio & Tv Broadcasting & Communications Equipment",
"state": "CA",
"street": "1 Infinite Loop",
"subIndustry": "Computerhardware",
"tickers": [
{
"tickerName": "AAPL",
"exchange": "NASD"
}
],
"zip": "95014-2083",
"mostRecentQuarter": "Jun, 2016",
"revenueCurrency": "EUR",
"industryCode": "6",
"britishSics": [
{
"britishSic": "46510",
"description": "Wholesale of computers, computer peripheral equipment and software"
},
{
"britishSic": "26200",
"description": "Manufacture of computers and peripheral equipment"
}
],
"fortuneRanking": "5",
"foundationDate": "1976",
"companyFacebookProfile": "615085188507202",
"companyTwitterProfile": "AppStore",
"companyBlogProfile": "http://time.com/3965742/husband-smoking-google-street-view/feed/",
"companyLinkedInProfile": "https://www.linkedin.com/company/apple",
"sources": [
"User Generated",
"Web References",
"Reuters",
"InsideView",
"Community",
"Equifax",
"Cortera"
],
"websites": [
"www.apple.com"
]
},
"contact": {
"contactId": "17710764",
"firstName": "Michael",
"lastName": "Cook",
"fullName": "Michael Cook", "corporate": +44 800 1010", "direct" : +939 4321 3433,
"linkedInProfile": "http://www.linkedin.com/pub/michael-cook/0/289/51b",
"age": "0",
"peopleId": "e_zAKbaifnjVHnLb-UjHLA-RjQm5H3IXpFCAGyUwPUGOUzkD8sJpNs8_scbt2s1X",
"jobLevels": [
"Other"
],
"jobFunctions": [
"Sales",
"Operations and Administration"
],
"active": true,
"sources": [
"Web References"
],
"titles": [
"Director, Retail Operations"
]
},
"confidenceScore": "50.016148"
}
application/xmlExample (with a match)
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<enrichedLead>
<company>
<city>CUPERTINO</city>
<companyId>724468</companyId>
<companyStatus>Operating</companyStatus>
<companyType>Public</companyType>
<country>United States</country>
<employees>500000</employees>
<equifaxId>19571340</equifaxId>
<fax>(408) 996-0275</fax>
<financialYearEnd>9</financialYearEnd>
<industry>Computerhardware</industry>
<naics>334118</naics>
<naicsDescription>Computer Terminal and Other Computer Peripheral Equipment Manufacturing</naicsDescription>
<name>Apple Inc.</name>
<phone>1-408-9961010</phone>
<revenue>176634.78555</revenue>
<sic>3663</sic>
<sicDescription>Radio &amp; Tv Broadcasting &amp; Communications Equipment</sicDescription>
<state>CA</state>
<street>1 Infinite Loop</street>
<subIndustry>Computerhardware</subIndustry>
<tickers>
<ticker>
<exchange>NASD</exchange>
<tickerName>AAPL</tickerName>
</ticker>
</tickers>
<websites>
<website>www.apple.com</website>
</websites>
<zip>95014-2083</zip>
<sources>
<source>User Generated</source>
<source>Web References</source>
<source>Reuters</source>
<source>InsideView</source>
<source>Community</source>
<source>Equifax</source>
<source>Cortera</source>
</sources>
<britishSics>
<britishSicDetails>
<britishSic>46510</britishSic>
<description>Wholesale of computers, computer peripheral equipment and software</description>
</britishSicDetails>
<britishSicDetails>
<britishSic>26200</britishSic>
<description>Manufacture of computers and peripheral equipment</description>
</britishSicDetails>
</britishSics>
<companyBlogProfile>http://time.com/3965742/husband-smoking-google-street-view/feed/</companyBlogProfile>
<companyFacebookProfile>615085188507202</companyFacebookProfile>
<companyLinkedInProfile>https://www.linkedin.com/company/apple</companyLinkedInProfile>
<companyTwitterProfile>AppStore</companyTwitterProfile>
<fortuneRanking>5</fortuneRanking>
<foundationDate>1976</foundationDate>
<industryCode>6</industryCode>
<mostRecentQuarter>Jun, 2016</mostRecentQuarter>
<revenueCurrency>EUR</revenueCurrency>
</company>
<confidenceScore>50.016148</confidenceScore>
<contact>
<contactId>17710764</contactId>
<firstName>Michael</firstName>
<lastName>Cook</lastName>
<fullName>Michael Cook</fullName> <corporatePhone>+44 800 1010</corporatePhone> <directPhone>+939 4321 3433</directPhone>
<linkedInProfile>http://www.linkedin.com/pub/michael-cook/0/289/51b</linkedInProfile>
<titles>
<title>Director, Retail Operations</title>
</titles>
<sources>
<source>Web References</source>
</sources>
<jobLevels>
<jobLevel>Other</jobLevel>
</jobLevels>
<jobFunctions>
<jobFunction>Sales</jobFunction>
<jobFunction>Operations and Administration</jobFunction>
</jobFunctions>
<active>true</active>
<age>0</age>
<peopleId>e_zAKbaifnjVHnLb-UjHLA-RjQm5H3IXpFCAGyUwPUGOUzkD8sJpNs8_scbt2s1X</peopleId>
</contact>
</enrichedLead>
HTTP400
Invalid query parameter(s).
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header.
HTTP405
Method Not Allowed- Your are not allowed to access this API.
HTTP429
Request is throttled.
View ArticleUse the Target API's Contact Lookup endpoint to search new contacts in a specific company.
The elements in the contact list contain anewid value and enough additional information such that a user could narrow down a selection from the list. Using the selected newid values you can retrieve additional contact information through the Target API's New Contact Details endpoint.
Endpoint
GET https://api.insideview.com/api/v1/target/company/{companyId}/contacts
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type.Valid values areapplication/jsonandapplication/xml (default).
URIParameters
Parameter Name
Type
Required
Description
companyId
Integer
Yes
A valid company ID
QueryParameters
Parameter Name
Type
Required
Description
jobFunction
Integer
No
A comma separated list of job function ID.See API Reference data for a list of IDs.
jobLevel
Integer
No
A comma separated list of job level ID.See API Reference data for a list of IDs.
keyword
String
No
Keyword string that will be matched against titles
peopleCountries
String
No
Comma separated list of Country Ids
peopleStates
String
No
Comma separated list of States
peopleCities
String
No
Comma separated list of Cities
peopleArea
String
No
Area for the search
peopleAddress
String
No
Address for the search
active
String
No
If present will return only active or inactive records, depending on the value (true orfalse)
isEmailRequired
String
No
If present and equals totrue, the API will return only contact having an email address.
isPhoneRequired
String
No
If present and equals totrue, the API will return only contact having a phone number.
phoneType
String
No
Accepts DIRECT, CORP, and ANY to find the corresponding contact's phone numbers.
page
Integer
No
The page number of the result-set to return.Default: 1
resultsPerPage
Integer
No
The number of results in a page request.Min: 1, Max: 50, Default: 10
1: the request should include at least one of the three mandatory parameters.
HTTP 200 Responses
Here are the major responses the API may return.
for details on the errors, please refer to the API Error Codes article.
Returns either aJSON or XML data structuredepending on the request Accept header.
Name
type
Description
contacts
Array
Array of search results
contacts > contactId
String
InsideView New Contact ID
contacts > companyId
Integer
Contact's InsideView Company ID
contacts > companyName
String
Contact's company name
contacts > titles
List
List of titles (String)
contacts > emailMD5Hash
String
MD5 hash of the contact's email
contacts > active
Boolean
Indicate if the contact recordcorrespond to an active or inactive employment
contacts > hasEmail
Boolean
Indicate if the contact record includes an email address
contacts > hasPhone
Boolean
Indicate if the contact record includes a phone number
contacts > corporatePhone
Boolean
Indicate if the contact record includes a corporate phone number
contacts > directPhone
Boolean
Indicate if the contact record includes a direct phone number
contacts > hasFacebookHandle
Boolean
Indicate if the contact record includes aFacebook handle
contacts > hasLinkedinHandle
Boolean
Indicate if the contact record includes aLinkedIn handle
contacts > hasTwitterHandle
Boolean
Indicate if the contact record includes a Twitter handle
contacts>jobLevels
List
List of job levels ( String )
contacts>jobFunctions
List
List of job functions ( String )
contacts>peopleId
String
People id of the contact
page
Integer
Page number in the result set
resultsPerPage
Integer
Number of search result per page
totalResults
Integer
Total number of search results
application/jsonExample
{
"totalResults": 1315,
"page": 1,
"resultsPerPage": 2,
"contacts": [
{
"contactId": "RciV4L2fOsbJI0KsBj0TuHo9806nTZL5e2JIkb2GwOCCyHhW2Ozhiwfm4WoS4doR",
"companyId": 736233,
"companyName": "Alphabet Inc",
"titles": [
"Regional Director Sales and Marketing, New York"
],
"emailMd5Hash": "9c6ac98b85de5355eb59bbce8bd53325",
"hasPhone": true, "corporatePhone": true, "directPhone" : true,
"hasEmail": true,
"hasFacebookHandle": false,
"hasTwitterHandle": false,
"hasLinkedInHandle": true,
"active": true,
"jobLevels": [
"4"
],
"jobFunctions": [
"1",
"2"
],
"peopleId": "CZaknPf4l0H6ELscK38Bk0smwIV7L1LP0RVvP0DWCtyFnQh4yyWo0YEVt6uwNZZf"
},
{
"contactId": "RciV4L2fOsbJI0KsBj0TuBj_AwSHsW-ijU0xRRBvUjGg8VTlV72udRhCtXCbbHpI",
"companyId": 736233,
"companyName": "Alphabet Inc",
"titles": [
"Head of Inside Sales"
],
"hasPhone": true,
"hasEmail": false,
"active": true,
"jobLevels": [
"4"
],
"jobFunctions": [
"1"
],
"peopleId": "btgyPsJShJcSBfjdjzIuuB261vO3zENxWosvOqM0DLTEDItI_Vm_HX3NqqOVyKxM"
}
]
}
application/xmlExample
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<contacts>
<contact>
<active>true</active>
<companyId>736233</companyId>
<companyName>Alphabet Inc</companyName>
<contactId>RciV4L2fOsbJI0KsBj0TuHo9806nTZL5e2JIkb2GwOCCyHhW2Ozhiwfm4WoS4doR</contactId>
<emailMd5Hash>9c6ac98b85de5355eb59bbce8bd53325</emailMd5Hash>
<hasEmail>true</hasEmail>
<hasFacebookHandle>false</hasFacebookHandle>
<hasLinkedInHandle>true</hasLinkedInHandle>
<hasPhone>true</hasPhone> <hascorporatePhone>true</hascorporatePhone> <hasdirectPhone>true</hasdirectPhone>
<hasTwitterHandle>false</hasTwitterHandle>
<jobFunctions>
<jobFunction>1</jobFunction>
<jobFunction>2</jobFunction>
</jobFunctions>
<jobLevels>
<jobLevel>4</jobLevel>
</jobLevels>
<peopleId>CZaknPf4l0H6ELscK38Bk0smwIV7L1LP0RVvP0DWCtyFnQh4yyWo0YEVt6uwNZZf</peopleId>
<titles>Regional Director Sales and Marketing, New York</titles>
</contact>
<contact>
<active>true</active>
<companyId>736233</companyId>
<companyName>Alphabet Inc</companyName>
<contactId>RciV4L2fOsbJI0KsBj0TuBj_AwSHsW-ijU0xRRBvUjGg8VTlV72udRhCtXCbbHpI</contactId>
<hasEmail>false</hasEmail>
<hasPhone>true</hasPhone>
<jobFunctions>
<jobFunction>1</jobFunction>
</jobFunctions>
<jobLevels>
<jobLevel>4</jobLevel>
</jobLevels>
<peopleId>btgyPsJShJcSBfjdjzIuuB261vO3zENxWosvOqM0DLTEDItI_Vm_HX3NqqOVyKxM</peopleId>
<titles>Head of Inside Sales</titles>
</contact>
<page>1</page>
<resultsPerPage>2</resultsPerPage>
<totalResults>1315</totalResults>
</contacts>
HTTP400
Invalid query parameter(s).
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header.
HTTP405
Method Not Allowed- Your are not allowed to access this API.
HTTP429
Request is throttled.
View ArticleUse the Contact LookupJob endpoint to submit a bulk of Contact Lookupqueries. It creates an asynchronous job on InsideView servers. Refer to Using the bulk API article for more details.
Endpoint
POST https://api.insideview.com/api/v1/target/company/job
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type.Valid values areapplication/jsonandapplication/xml (default).
QueryParameters
Parameter Name
Type
Required
Description
webhook
String
No
URL for receiving Job status
Request Body
The request body should contain a list of Contact Lookup queries as CSV data. The request can contain up to 2,000 lines. Each line should contain the following fields:
Field
Type
Required
Description
queryId
String
Yes
An identifier for the query
companyID
Integer
Yes
A valid InsideView Company ID
jobLevel
String
Yes1
A comma separated list of job levelIDs.See API Reference data for a list of IDs.
jobFunction
String
Yes1
A comma separated list ofjob functionIDs.See API Reference data for a list of IDs
title
String
Yes1
Keyword string that will be matched against titles
active
Boolean
No2
Returns only active or inactive employments. Default:true
isEmailRequired
Boolean
No2
If present and equals totrue, returns onlyrecords with email address.
isPhoneRequired
Boolean
No2
If present and equals totrue, returns onlyrecords with phone number.
phoneType
String
No
Accepts DIRECT, CORP, and ANY to find the corresponding contact's phone numbers.
peopleCountries
String
No2
Comma separated list of people country Ids
peopleStates
String
No2
Comma separated list of people states
peopleCities
String
No2
Comma separated list of people cities
peopleArea
String
No2
People area name, ex:Greater San Diego Area
peopleAddress
String
No2
People address ex: Pico Rivera, California
1: At least one of the 3options should not be empty2: the 3 options should be present if one at least is used
Example input data
1,736233,1,,
2,730247,,,
3,640139,,2,
4,726263,7,,
5,726579,9,,
6,725038,11,,
7,13249,,20,
8,781163,,,ceo
9,1442719,,,managing director
10,24870,,,csm's
Responses
Here are the major responses the API may return.
for details on the errors, please refer to the API Error Codes article.
HTTP 200
An HTTP 200 status means the data have been accepted and a job have been queued.
application/json example response
{
jobId: "peerukbkasr85s6hdtb9"
status: "accepted"
type: "targetLookup"
}
application/json example response
<?xml version="1.0" encoding="UTF-8"?>
<BulkJobStatus>
<jobId>a8bpdds1one7vblg0obm</jobId>
<status>accepted</status>
<type>peopletab</type>
</BulkJobStatus>
HTTP400
An HTTP 400 error code may have several causes:
Validation of input datafailed
Insufficient transaction quota available
Too many job submitted to the processing queue
etc.
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header.
HTTP405
Method Not Allowed- Your are not allowed to access this API.
HTTP415
The Content-Type mandatoryis not valid, please refer to the API documentation.
HTTP429
Request is throttled.
View ArticleUse the Get New Contact Details endpoint to fetch details about a contact once you know its new Contact ID. You can choose to retrieve all or some of the details of the contact.
Endpoint
GET https://api.insideview.com/api/v1/target/contact/{newContactId}
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type.Valid values areapplication/jsonandapplication/xml (default).
URIParameters
Parameter Name
Type
Required
Description
newContactId
String
Yes
New Contact ID
QueryParameters
Parameter Name
Type
Required
Description
fields
String
No
Comma separated list of fields to include in the response. Use this parameter if you are interested in only a few fields to reduce the amount of data retrieved.
retrieveCompanyDetails
Boolean
No
If set to true, addsthe details of the contact's company to the response.
Responses
HTTP 200
Returns either aJSON or XML data structuredepending on the request Accept header.
Name
type
Description
contactId
Integer
Contact ID
email
String
Contact email address
facebookProfile
String
Contact Facebook profile URL
firstName
String
Contact first name
lastName
String
Contact last name
fullName
String
Contact full name
linkedInProfile
String
Contact LinkedInprofile URL
age
String
Age
salary
String
Salary
salaryCurrency
String
Salary Currency
phone
String
Contact phone number
corporatePhone
String
Returns CORPORATE phone number of a contact
directPhone
String
Returns DIRECT phone number of a contact
twitterProfile
String
Contact Twitter profile URL
description
String
Contact biography
imageUrl
String
Contact image URL
education
Array
Array of contact's education details
education > degree
String
education >major
String
education > university
String
titles
List
Listof contact's titles (String)
Confidence Score
Double
A percentage score based on Last validated date, Recency, Source, and Popularity
sources
List
Listof sources for contactattributes (String)
active
Boolean
Active / inactive employment flag
jobLevels
Array
Array of Job levels
jobFunctions
Array
Array of job functions
peopleId
String
People Id
companyDetails
Object
Contact's company.
companyDetails > city
String
Company address: city
companyDetails > companyId
Integer
Company InsideView id
companyDetails > companyStatus
String
Company status (Operating, Subsidiary,...)
companyDetails > companyType
String
Company type (Private, Public, Subsidiary)
companyDetails > country
String
Company address: country
companyDetails > employees
String
Company employee count
companyDetails > equifaxId
Integer
Company Equifax id
companyDetails > fax
String
Company fax number
companyDetails > financialYearEnd
String
Company financial year end month
companyDetails > industry
String
Company industry
companyDetails > industryCode
String
Company industry code.
companyDetails > naics
String
Company NAICS code
companyDetails > naicsDescription
String
Company NAICS description
companyDetails > name
String
Company name
companyDetails > parentCompanyId
String
Parent company InsideView id
companyDetails > parentCompanyName
String
Parent company name
companyDetails > parentCompanyCountry
String
Parent company country
companyDetails > phone
String
Company phone number
companyDetails > revenue
String
Company revenue (Millions of $)
companyDetails > revenueCurrency
String
Company revenue's currency (USD, EUR, GBP)
companyDetails > sic
String
Company SIC code
companyDetails > sicDescription
String
Company SIC description
companyDetails > employeeRange
String
Range of number of employees
companyDetails > revenueRange
String
Range of company revenue
companyDetails > foundationDate
String
Foundation date of the company
companyDetails > gender
String
Diversity status based on Gender
companyDetails > ethnicity
String
Diversity status based on Ethnicity
companyDetails > dbe
Boolean
Diversity status based on Disadvantages Business Ent.
companyDetails > wbe
Boolean
Diversity status based on Women Business Ent.
companyDetails > mbe
Boolean
Diversity status based on Minority Business Ent.
companyDetails > vbe
Boolean
Diversity status based on Veteran Business Ent.
companyDetails > disabled
Boolean
Diversity status based on Disabled Business Ent.
companyDetails > lgbt
Boolean
Diversity status based on Gay Lesbian business Ent.
companyDetails > companyTaxId
String
US Company Tax Id (if available)
companyDetails > sources
List
List of sources for company attributes (String)
companyDetails > state
String
Company address: state
companyDetails > street
String
Company address: street
companyDetails > subIndustry
String
Company sub-industry
companyDetails > subIndustryCode
String
Company sub-industry code
companyDetails > subsidiary
Boolean
Indicates wether the company is a subsidiary or not.
companyDetails > ticker
Array
Array of company's tickers details
companyDetails > ticker > tickerName
String
Ticker symbol
companyDetails > ticker > exchange
String
Exchange symbol
companyDetails > ultimateParentCompanyId
String
Ultimate parent company InsideView id
companyDetails > ultimateParentCompanyName
String
Ultimate parent company name
companyDetails > ultimateParentCompanyCountry
String
Ultimate parent companycountry
companyDetails > zip
String
Company address: zip code
companyDetails > websites
List
Listof company's web site URL (String)
companyDetails > britishSics
List
List of British SIC Codes
companyDetails > britishSics > britishSic
String
British SIC code
companyDetails > britishSics > description
String
British SIC code description
companyDetails > companyFacebookProfile
String
Facebook profile of Company
companyDetails > companyTwitterProfile
String
Twitter Profile of Company
companyDetails > companyBlogProfile
String
Blog Url of Company
companyDetails > companyLinkedInProfile
String
LinkedIn profile of Company
application/jsonExample
{
"contactId": 39776,
"firstName": "Marc",
"lastName": "Benioff",
"imageUrl": "https://pbs.twimg.com/profile_images/691129678178885632/6SnYdI1F_normal.jpg",
"companyId": 735859,
"companyName": "salesforce.com, inc.", "corporate" : "+44 800 039 1010", "direct" : "+939 4321 3433"
"email": "[email protected]",
"description": " Mr. Marc R. Benioff is Chairman of the Board, Director, Chief Executive Officer of Salesforce.com Inc. He co-founded Salesforce in February 1999 and has served as our Chairman of the Board of Directors since inception. He has served as our Chief Executive Officer since 2001. From 1986 to 1999, Mr. Benioff was employed at Oracle Corporation, where he held a number of positions in sales, marketing and product development, lastly as a Senior Vice President. Mr. Benioff also serves as Chairman of the Board of Directors of the Salesforce.com Foundation, and as a member of the board of trustees of the World Economic Forum. In the past five years, Mr. Benioff served as a member of the Board of Directors of Cisco Systems, Inc. Mr. Benioff received a B.S. in Business Administration from the University of Southern California, where he is also on the Board of Trustees.",
"twitterHandle": "http://twitter.com/Benioff",
"linkedinHandle": "http://www.linkedin.com/in/marcbenioff",
"age": "48",
"salary": "1,440,000",
"salaryCurrency": "USD",
"active": true,
"jobLevels": [
"Board",
"C Level"
],
"jobFunctions": [
"Other"
],
"peopleId": "w4P0m1r1qTFPvYgIXc-L_O-vHXyoCJFv9ApzxJIkS03SmGQHss-rDxsMz4-zSeyG",
"fullName": "Marc Benoiff",
"titles": [
"Chairman & Chief Executive Officer"
],
"education": [
{
"degree": "Bachelor of Science",
"major": "Business Administration",
"university": "University of Southern California"
}
],
"sources": [
"Social Media",
"LinkSV",
"CrowdFlower",
"InsideView",
"Reuters",
"S&P Capital IQ",
"Community"
]
}
application/xmlExample
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<contact>
<contactId>39776</contactId>
<educations>
<education>
<degree>Bachelor of Science</degree>
<major>Business Administration</major>
<university>University of Southern California</university>
</education>
</educations>
<companyId>735859</companyId>
<titles>
<title>Chairman &amp; Chief Executive Officer</title>
</titles>
<sources>
<source>Social Media</source>
<source>LinkSV</source>
<source>CrowdFlower</source>
<source>InsideView</source>
<source>Reuters</source>
<source>S&amp;p Capital IQ</source>
<source>Community</source>
</sources>
<jobLevels>
<jobLevel>Board</jobLevel>
<jobLevel>C Level</jobLevel>
</jobLevels>
<jobFunctions>
<jobFunction>Other</jobFunction>
</jobFunctions>
<active>true</active>
<age>48</age>
<companyName>salesforce.com, inc.</companyName>
<description> Mr. Marc R. Benioff is Chairman of the Board, Director, Chief Executive Officer of Salesforce.com Inc. He co-founded Salesforce in February 1999 and has served as our Chairman of the Board of Directors since inception. He has served as our Chief Executive Officer since 2001. From 1986 to 1999, Mr. Benioff was employed at Oracle Corporation, where he held a number of positions in sales, marketing and product development, lastly as a Senior Vice President. Mr. Benioff also serves as Chairman of the Board of Directors of the Salesforce.com Foundation, and as a member of the board of trustees of the World Economic Forum. In the past five years, Mr. Benioff served as a member of the Board of Directors of Cisco Systems, Inc. Mr. Benioff received a B.S. in Business Administration from the University of Southern California, where he is also on the Board of Trustees.</description>
<email>[email protected]</email>
<firstName>Marc</firstName>
<fullName>Marc Benoiff</fullName>
<imageUrl>https://pbs.twimg.com/profile_images/691129678178885632/6SnYdI1F_normal.jpg</imageUrl>
<lastName>Benioff</lastName>
<linkedinHandle>http://www.linkedin.com/in/marcbenioff</linkedinHandle>
<peopleId>w4P0m1r1qTFPvYgIXc-L_O-vHXyoCJFv9ApzxJIkS03SmGQHss-rDxsMz4-zSeyG</peopleId>
<salary>1,440,000</salary>
<salaryCurrency>USD</salaryCurrency>
<twitterHandle>http://twitter.com/Benioff</twitterHandle>
</contact>
HTTP400
Invalid query parameter(s)
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header
HTTP404
Invalid ID, record not found.
HTTP429
Request is throttled
View ArticleUse the Target API's Contact Listendpoint to build a list a contactsusing rich filters.
The elements in the contactlist contain anewid value and enough additional information such that a user could narrow down a selection from the list. Using the selected newid values you can retrieve additional contactinformation through the Target API's New ContactDetails endpoint.
Endpoint
POSThttps://api.insideview.com/api/v1/target/contacts
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type. Valid values areapplication/jsonandapplication/xml (default).
Use below mentioned values to access New News Platform based search
application/api.news.target.contact.beta+json
application/api.news.target.contact.beta+xml
FormParameters
Parameter Name
Type
Required
Description
agents
String
No
agents ID. See API Reference data for a list of IDs.
areaCodes
Integer
No
A comma separated list of area codes
businessTypes
String
No
A comma separated list of business types. Valid values are:public, private, school,government, organization
cities
String
No
A comma separated list of cities
peopleCountries
String
No
Comma separated list of Country Ids
peopleStates
String
No
Comma separated list of States
peopleCities
String
No
Comma separated list of Cities
peopleArea
String
No
Area for the search
peopleAddress
String
No
Address for the search
companyName
String
No
Name of the company
companyIdsToInclude
String
No
List of company Ids or new Idsof companies to restrict the list to
companyIdsToExclude
String
No
List of company Ids or new Ids to exclude from list
companyStatus
String
No
A comma separated list of status. Valid values are:operating, subsidiary, acquired
countries
Integer
No
Onecountry ID. See API Reference data for a list of IDs.
fiscalYearEnd
String
No
Example: january
fortuneRanking
String
No
Valid values are: fortune500, fortune1000
industries
String
No
A comma separated list of industries IDs. See API Reference data for a list of IDs.
active
Boolean
No
If present returns only active / inactive contacts
isEmailRequired
Boolean
No
If set totrue, only contacts with an email address will be counted.
isPhoneRequired
Boolean
No
If set totrue, only contacts with aphone numberwill be counted.
phoneType
String
No
Accepts DIRECT, CORP, and ANY to find the corresponding contact's phone numbers.
jobFunctions
String
No
A comma separated list of job function ID. See API Reference data for a list of IDs.
jobLevels
String
No
A comma separated list of job level ID. See API Reference data for a list of IDs.
fullName
String
No
Contact's full name.
keyword
String
No
Deprecated, seetitles parameter Keyword string that will be matched against titles.
keywords
String
No
Restrictagents results to news containing the keywords passed in parameter.Search news articles, press releases, and SEC filings for up to 30days. you can use newsDuration field for specific number of days.
newsDuration
Integer
No
A duration in days (1-30). Works with agentsand keywords parameter.
maxEmployees
Integer
No
maxRevenue
Integer
No
minEmployees
Integer
No
minRevenue
Integer
No
categoryIds
Integer
No
Comma separated list of category ids
subCategoryIds
Integer
No
Comma separated list of sub category ids
productIds
Integer
No
Comma separated list of product ids
naics
String
No
A comma separated list of NAICS codes. List of NAICS codes.
You can enter NAICS & SIC codes in two different ways:
Direct code for example, enter 511210 for Software Publishers.
Top Level codes for example, enter511* for All Publishing Industries which would include 51111 51119or even 5112* which would include 511210.
primaryIndustryOnly
String
No
primaryNAICSOnly
String
No
primarySICOnly
String
No
regions
String
No
A comma separated list of regions. Valid values are: Africa, Asia, Europe, MiddleEast, NorthAmerica, Oceania, SouthAmerica
sic
String
No
street
String
No
Street name
state
String
No
Comma separated list of states
subIndustries
String
No
A comma separated list of sub-industries IDs. See API Reference data for a list of IDs.
titles
String
No
Keyword string that will be matched against titles.
socialNetworks
String
No
Social network handle type (ex: twitter or linkedin or facebook)
zipCodes
String
No
A comma separated list of zip codes.
page
Integer
No
Default: 1
resultsPerPage
Integer
No
Default: 10, maximum value: 500
sortBy
String
No
Attributes used to sort the list of results. Valid values are: active, title, popularity, companyName
sortOrder
String
No
Valid values are: asc,desc
gender
String
No
Diversity status based on Gender
ethnicity
Int
No
Diversity status based on Ethnicity. Valid values are comma separated list of ethnicity ids.
ID
Values
1
Asian-Indian
2
Non-Ethnic
3
Asian-Pacific
4
Hispanic
5
African American
6
Native American
7
Asian
dbe
Boolean
No
Diversity status based on Disadvantages Business Ent.
wbe
Boolean
No
Diversity status based on Women Business Ent.
mbe
Boolean
No
Diversity status based on Minority Business Ent.
vbe
Boolean
No
Diversity status based on Veteran Business Ent.
disabled
Boolean
No
Diversity status based on Disabled Business Ent.
lgbt
Boolean
No
Diversity status based on Gay Lesbian business Ent.
Responses
Here are the major responses the API may return.
for details on the errors, please refer to the API Error Codes article.
HTTP 200
Returns either aJSON or XML data structuredepending on the request Accept header.
Name
type
Description
contacts
Array
Array of search results
contacts>id
String
New contactid. To be used with New Contact Details endpoint
contacts>companyId
String
Contact's company InsideView ID
contacts>companyName
String
contacts>titles
Array
Array of contact's titles
contacts>city
String
Returns the Company's headquarters address
contacts>state
String
Comma Separated List of States
contacts>country
String
contacts>emailMd5Hash
String
MD5 hash of the contact's email address. This can be used to compare with contact email addressesyou already know of, to avoidcalling the New Contact Details endpoint.
contacts>active
Boolean
contacts>hasEmail
Boolean
contacts>hasPhone
Boolean
contacts>hascorporatePhone
Boolean
Returns CORPORATE phone number of a contact
contacts>hasdirectPhone
Boolean
Returns DIRECT phone number of a contact
contacts>firstName
String
First name
contacts>lastName
String
Last name
contacts>fullName
String
Full name
contacts>peopleId
String
PeopleId for the contact
page
Integer
Page number in the result set
resultsPerPage
Integer
Number of search result per page
totalResults
Integer
Total number of search results
application/jsonExample
{
"contacts": [
{
"id": "PuC56htoWwZ8mSfdTgqSdfJqo69W1d1H4l2InUEW9ENibwSFXRNVmyQKBQHI_Z8v",
"companyId": "735859",
"companyName": "salesforce.com, inc.",
"titles": [
"Chairman & Chief Executive Officer"
],
"emailMd5Hash": "fb61d971a1a50eecbc0258faa5b11b6d",
"city": "San Francisco",
"state": "CA",
"country": "United States",
"active": true,
"hasPhone": true, "hascorporatePhone": true, "hasdirectPhone" : true,
"hasEmail": true,
"firstName": "Marc",
"lastName": "Benioff",
"fullName": "Marc Benioff",
"peopleId": "hO4PznJrqjnRn8qlfd6oRSj2LZo4FwMXuiJX1msHfD6M4r3DWcAyHxxzAI4qA2DV"
},
{
"id": "AF3GR3TpyC47ACxu5t4bBRNMKei94dh5B4iaWdgkYQphgKU5NeCpZL9p6MbmiLl8",
"companyId": "726579",
"companyName": "Oracle Corporation",
"titles": [
"Chief Executive Officer, Director"
],
"emailMd5Hash": "03b57861a274f64d0aaf17a1701dff1b",
"city": "Redwood City",
"state": "CA",
"country": "United States",
"active": true,
"hasPhone": true,
"hasEmail": true,
"firstName": "Mark",
"lastName": "Hurd",
"fullName": "Mark Hurd",
"peopleId": "ySzd4CE4vJ2Hq2T6mWASvYXWT_KHPToZAm8TCLAl9cTRKXjd5HIO4zVGp9Br2sFS"
},
{
"id": "1WhHImR7pXLvHsM8ffnIoX-gl2d8jpPWfB6MspF--ALd5Xmh4nJGrgpFF27Dnodw",
"companyId": "736233",
"companyName": "Google, Inc.",
"titles": [
"Executive Chairman"
],
"emailMd5Hash": "6f54d9085c31b1076c4b9a5177970a1b",
"city": "Mountain View",
"state": "CA",
"country": "United States",
"active": true,
"hasPhone": true,
"hasEmail": true,
"firstName": "Eric",
"lastName": "Schmidt",
"fullName": "Eric Schmidt",
"peopleId": "NhmTcBjC4-Qvs_FhIBxasscYn8sVMoRa-maFLu3KZneQykz9wF9AjcNGEVoLJ-EX"
},
{
"id": "e_zAKbaifnjVHnLb-UjHLNtQflE9i-q0EkIhqno8W-SpFyPD4RILClmeix1KGHZF",
"companyId": "726263",
"companyName": "Microsoft Corporation",
"titles": [
"Chief Executive Officer, Director"
],
"emailMd5Hash": "ccd82f0fc514f45aa6a0098e5d00c5b9",
"city": "Redmond",
"state": "WA",
"country": "United States",
"active": true,
"hasPhone": true, "hascorporatePhone": true, "hasdirectPhone" : true,
"hasEmail": true,
"firstName": "Satya",
"lastName": "Nadella",
"fullName": "Satya Nadella",
"peopleId": "i-cUEH0IKstJmgBSVNPlQvR1sRIv7Uzd30sCHuebRLfeflMkjekB7ckwb-EpRy06"
},
{
"id": "NZ30nmuF51Z7fsFoZ149FHQmXuf4DWFnBbBs1yqUDRe-EmuFThWyAiKex6npyx4F",
"companyId": "724468",
"companyName": "Apple Inc.",
"titles": [
"Chief Executive Officer and Board Member"
],
"emailMd5Hash": "4a18f04b20237635b43cde490853a66e",
"city": "Cupertino",
"state": "CA",
"country": "United States",
"active": true,
"hasPhone": true, "hascorporatePhone": true, "hasdirectPhone" : true,
"hasEmail": true,
"firstName": "Tim",
"lastName": "Cook",
"fullName": "Tim Cook",
"peopleId": "ZWUf25_lqO7SY_AEoCa9H23wj0W_7eCqHbJO3nw_7gcFrg2vQ0LZ2iS0pCse8MlD"
},
{
"id": "6Kt1XlclfGkwwkQ5PIESSaTIldJVo89xcbCsfUUOt5bX4Q1XAD1a8TqOulROVgcm",
"companyId": "726489",
"companyName": "NIKE, Inc.",
"titles": [
"Independent Director"
],
"city": "Beaverton",
"state": "OR",
"country": "United States",
"active": true,
"hasPhone": true, "hascorporatePhone": true, "hasdirectPhone" : true,
"hasEmail": false,
"firstName": "Tim",
"lastName": "Cook",
"fullName": "Tim Cook",
"peopleId": "ZWUf25_lqO7SY_AEoCa9H23wj0W_7eCqHbJO3nw_7gcFrg2vQ0LZ2iS0pCse8MlD"
},
{
"id": "NZ30nmuF51Z7fsFoZ149FDMYzsVPFZhftV_NPzgl8Kx-KHLSPu0_mSiSvzdLxnMQ",
"companyId": "726263",
"companyName": "Microsoft Corporation",
"titles": [
"Founder and Technology Advisor, Director"
],
"emailMd5Hash": "7b0b00f11c4dea81a195c4332441b554",
"city": "Redmond",
"state": "WA",
"country": "United States",
"active": true,
"hasPhone": true, "hascorporatePhone": true, "hasdirectPhone": true,
"hasEmail": true,
"firstName": "William",
"lastName": "Gates",
"fullName": "William H Gates",
"peopleId": "NhmTcBjC4-Qvs_FhIBxaskNsrMxPSXxEgc3OXSx9Y89Jrtnj8MDI0HG9F9PXOawJ"
},
{
"id": "1WhHImR7pXLvHsM8ffnIoWK5s_zgcOqCZyhUv7NmkRgC44OZZGkhYVcaFopQQfhk",
"companyId": "726535",
"companyName": "Wells Fargo & Co",
"titles": [
"Systems QA Analyst"
],
"emailMd5Hash": "7c55c0ca930ccf3dfcd34497e367b197",
"city": "San Francisco",
"state": "CA",
"country": "United States",
"active": true,
"hasPhone": true, "hascorporatePhone": true, "hasdirectPhone": false,
"hasEmail": true,
"firstName": "Padmaja",
"lastName": "Vazrala",
"fullName": "Padmaja Vazrala",
"peopleId": "RtAQCfBKDqHDOghtle5Wm7Z8SFeFif6NdBt8iI1N_gOnYc7ObYQn2LhSWpkEX7a6"
},
{
"id": "FOXl8gPF_-n81ABybMG22Z6BkQu5xoxRVDj6j8s8wLU4JbzXja0G_sAkbRbKWflp",
"companyId": "730247",
"companyName": "Amazon.com, Inc.",
"titles": [
"Chairman of the Board, President, Chief Executive Officer"
],
"emailMd5Hash": "fab09c10f1a77f8bd1f8bd1d2496c471",
"city": "Seattle",
"state": "WA",
"country": "United States",
"active": true,
"hasPhone": true, "hascorporatePhone": false, "hasdirectPhone": true,
"hasEmail": true,
"firstName": "Jeffrey",
"lastName": "Bezos",
"fullName": "Jeffrey Bezos",
"peopleId": "FOXl8gPF_-n81ABybMG22fDld6f99LfOb_nNOkDt09Qfa9k769gepOyviGhxxdw_"
},
{
"id": "d19oY8bwn5MwYVdk07mKNOgwM7ZnykfFwOgUNTgeuZcbHL2atXNtfJ5tDcs0g6Ns",
"companyId": "725210",
"companyName": "Dillard's, Inc.",
"titles": [
"Director, Digital Marketing"
],
"city": "Little Rock",
"state": "AR",
"country": "United States",
"active": true,
"hasPhone": true, "hascorporatePhone": true, "hasdirectPhone": false,
"hasEmail": false,
"firstName": "Mike",
"lastName": "Hodapp",
"fullName": "Mike Hodapp",
"peopleId": "q_8DSXvAWaU8ZiLLBkHMdGMQOKiRearJF6jtUnaJDY3HRP7UMsmKWvWW8fqaB8Uk"
}
],
"totalResults": "1511433",
"page": "1",
"resultsPerPage": "10"
}
application/xmlExample
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<contactList>
<contacts>
<id>PuC56htoWwZ8mSfdTgqSdfJqo69W1d1H4l2InUEW9ENibwSFXRNVmyQKBQHI_Z8v</id>
<companyId>735859</companyId>
<companyName>salesforce.com, inc.</companyName>
<titles>Chairman &amp; Chief Executive Officer</titles>
<emailMd5Hash>fb61d971a1a50eecbc0258faa5b11b6d</emailMd5Hash>
<city>San Francisco</city>
<state>CA</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone>
<hasEmail>true</hasEmail>
<firstName>Marc</firstName>
<lastName>Benioff</lastName>
<fullName>Marc Benioff</fullName>
<peopleId>hO4PznJrqjnRn8qlfd6oRSj2LZo4FwMXuiJX1msHfD6M4r3DWcAyHxxzAI4qA2DV</peopleId>
</contacts>
<contacts>
<id>AF3GR3TpyC47ACxu5t4bBRNMKei94dh5B4iaWdgkYQphgKU5NeCpZL9p6MbmiLl8</id>
<companyId>726579</companyId>
<companyName>Oracle Corporation</companyName>
<titles>Chief Executive Officer, Director</titles>
<emailMd5Hash>03b57861a274f64d0aaf17a1701dff1b</emailMd5Hash>
<city>Redwood City</city>
<state>CA</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone>
<hasEmail>true</hasEmail>
<firstName>Mark</firstName>
<lastName>Hurd</lastName>
<fullName>Mark Hurd</fullName>
<peopleId>ySzd4CE4vJ2Hq2T6mWASvYXWT_KHPToZAm8TCLAl9cTRKXjd5HIO4zVGp9Br2sFS</peopleId>
</contacts>
<contacts>
<id>1WhHImR7pXLvHsM8ffnIoX-gl2d8jpPWfB6MspF--ALd5Xmh4nJGrgpFF27Dnodw</id>
<companyId>736233</companyId>
<companyName>Google, Inc.</companyName>
<titles>Executive Chairman</titles>
<emailMd5Hash>6f54d9085c31b1076c4b9a5177970a1b</emailMd5Hash>
<city>Mountain View</city>
<state>CA</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone> <corporatePhone>true</corporatePhone> <directPhone>true</directPhone>
<hasEmail>true</hasEmail>
<firstName>Eric</firstName>
<lastName>Schmidt</lastName>
<fullName>Eric Schmidt</fullName>
<peopleId>NhmTcBjC4-Qvs_FhIBxasscYn8sVMoRa-maFLu3KZneQykz9wF9AjcNGEVoLJ-EX</peopleId>
</contacts>
<contacts>
<id>e_zAKbaifnjVHnLb-UjHLNtQflE9i-q0EkIhqno8W-SpFyPD4RILClmeix1KGHZF</id>
<companyId>726263</companyId>
<companyName>Microsoft Corporation</companyName>
<titles>Chief Executive Officer, Director</titles>
<emailMd5Hash>ccd82f0fc514f45aa6a0098e5d00c5b9</emailMd5Hash>
<city>Redmond</city>
<state>WA</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone> <corporatePhone>true</corporatePhone> <directPhone>true</directPhone>
<hasEmail>true</hasEmail>
<firstName>Satya</firstName>
<lastName>Nadella</lastName>
<fullName>Satya Nadella</fullName>
<peopleId>i-cUEH0IKstJmgBSVNPlQvR1sRIv7Uzd30sCHuebRLfeflMkjekB7ckwb-EpRy06</peopleId>
</contacts>
<contacts>
<id>NZ30nmuF51Z7fsFoZ149FHQmXuf4DWFnBbBs1yqUDRe-EmuFThWyAiKex6npyx4F</id>
<companyId>724468</companyId>
<companyName>Apple Inc.</companyName>
<titles>Chief Executive Officer and Board Member</titles>
<emailMd5Hash>4a18f04b20237635b43cde490853a66e</emailMd5Hash>
<city>Cupertino</city>
<state>CA</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone> <corporatePhone>true</corporatePhone> <directPhone>true</directPhone>
<hasEmail>true</hasEmail>
<firstName>Tim</firstName>
<lastName>Cook</lastName>
<fullName>Tim Cook</fullName>
<peopleId>ZWUf25_lqO7SY_AEoCa9H23wj0W_7eCqHbJO3nw_7gcFrg2vQ0LZ2iS0pCse8MlD</peopleId>
</contacts>
<contacts>
<id>6Kt1XlclfGkwwkQ5PIESSaTIldJVo89xcbCsfUUOt5bX4Q1XAD1a8TqOulROVgcm</id>
<companyId>726489</companyId>
<companyName>NIKE, Inc.</companyName>
<titles>Independent Director</titles>
<city>Beaverton</city>
<state>OR</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone> <corporatePhone>true</corporatePhone> <directPhone>false</directPhone>
<hasEmail>false</hasEmail>
<firstName>Tim</firstName>
<lastName>Cook</lastName>
<fullName>Tim Cook</fullName>
<peopleId>ZWUf25_lqO7SY_AEoCa9H23wj0W_7eCqHbJO3nw_7gcFrg2vQ0LZ2iS0pCse8MlD</peopleId>
</contacts>
<contacts>
<id>NZ30nmuF51Z7fsFoZ149FDMYzsVPFZhftV_NPzgl8Kx-KHLSPu0_mSiSvzdLxnMQ</id>
<companyId>726263</companyId>
<companyName>Microsoft Corporation</companyName>
<titles>Founder and Technology Advisor, Director</titles>
<emailMd5Hash>7b0b00f11c4dea81a195c4332441b554</emailMd5Hash>
<city>Redmond</city>
<state>WA</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone> <corporatePhone>false</corporatePhone> <directPhone>true</directPhone>
<hasEmail>true</hasEmail>
<firstName>William</firstName>
<lastName>Gates</lastName>
<fullName>William H Gates</fullName>
<peopleId>NhmTcBjC4-Qvs_FhIBxaskNsrMxPSXxEgc3OXSx9Y89Jrtnj8MDI0HG9F9PXOawJ</peopleId>
</contacts>
<contacts>
<id>1WhHImR7pXLvHsM8ffnIoWK5s_zgcOqCZyhUv7NmkRgC44OZZGkhYVcaFopQQfhk</id>
<companyId>726535</companyId>
<companyName>Wells Fargo &amp; Co</companyName>
<titles>Systems QA Analyst</titles>
<emailMd5Hash>7c55c0ca930ccf3dfcd34497e367b197</emailMd5Hash>
<city>San Francisco</city>
<state>CA</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone> <corporatePhone>true</corporatePhone> <directPhone>false</directPhone>
<hasEmail>true</hasEmail>
<firstName>Padmaja</firstName>
<lastName>Vazrala</lastName>
<fullName>Padmaja Vazrala</fullName>
<peopleId>RtAQCfBKDqHDOghtle5Wm7Z8SFeFif6NdBt8iI1N_gOnYc7ObYQn2LhSWpkEX7a6</peopleId>
</contacts>
<contacts>
<id>FOXl8gPF_-n81ABybMG22Z6BkQu5xoxRVDj6j8s8wLU4JbzXja0G_sAkbRbKWflp</id>
<companyId>730247</companyId>
<companyName>Amazon.com, Inc.</companyName>
<titles>Chairman of the Board, President, Chief Executive Officer</titles>
<emailMd5Hash>fab09c10f1a77f8bd1f8bd1d2496c471</emailMd5Hash>
<city>Seattle</city>
<state>WA</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone> <corporatePhone>false</corporatePhone> <directPhone>true</directPhone>
<hasEmail>true</hasEmail>
<firstName>Jeffrey</firstName>
<lastName>Bezos</lastName>
<fullName>Jeffrey Bezos</fullName>
<peopleId>FOXl8gPF_-n81ABybMG22fDld6f99LfOb_nNOkDt09Qfa9k769gepOyviGhxxdw_</peopleId>
</contacts>
<contacts>
<id>d19oY8bwn5MwYVdk07mKNOgwM7ZnykfFwOgUNTgeuZcbHL2atXNtfJ5tDcs0g6Ns</id>
<companyId>725210</companyId>
<companyName>Dillard's, Inc.</companyName>
<titles>Director, Digital Marketing</titles>
<city>Little Rock</city>
<state>AR</state>
<country>United States</country>
<active>true</active>
<hasPhone>true</hasPhone> <corporatePhone>true</corporatePhone> <directPhone>false</directPhone>
<hasEmail>false</hasEmail>
<firstName>Mike</firstName>
<lastName>Hodapp</lastName>
<fullName>Mike Hodapp</fullName>
<peopleId>q_8DSXvAWaU8ZiLLBkHMdGMQOKiRearJF6jtUnaJDY3HRP7UMsmKWvWW8fqaB8Uk</peopleId>
</contacts>
<page>1</page>
<resultsPerPage>10</resultsPerPage>
<totalResults>1511433</totalResults>
</contactList>
HTTP400
Invalid query parameter(s).
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header.
HTTP405
Method Not Allowed- Your are not allowed to access this API.
HTTP429
Request is throttled.
View ArticleUse the Target API's ContactList Count endpoint to find how many results would be returned by a call to the Contact List endpoint with the same set of parameters.
Endpoint
POSThttps://api.insideview.com/api/v1/target/contacts/count
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type.Valid values areapplication/jsonandapplication/xml (default).
Use below mentioned values to access New News Platform based search
application/api.news.target.contact.beta+json
application/api.news.target.contact.beta+xml
FormParameters
Parameter Name
Type
Required
Description
agents
String
No
agents ID.See API Reference data for a list of IDs.
areaCodes
Integer
No
A comma separated list of area codes
businessTypes
String
No
A comma separated list of business types.Valid values are:public, private, school,government, organization
cities
String
No
A comma separated list of cities
companyStatus
String
No
A comma separated list of status.Valid values are:operating, subsidiary, acquired
countries
Integer
No
A comma separated list of country IDs.See API Reference data for a list of IDs.
fiscalYearEnd
String
No
Example: january
fortuneRanking
String
No
Valid values are: fortune500, fortune1000
industries
String
No
A comma separated list of industries IDs.See API Reference data for a list of IDs.
isEmailRequired
Boolean
No
If set totrue, only contacts with an email address will be counted.
isPhoneRequired
Boolean
No
If set totrue, only contacts with aphone numberwill be counted.
phoneType
String
No
Accepts DIRECT, CORP, and ANY to find the corresponding contact's phone numbers.
jobFunctions
Integer
No
A comma separated list of job function ID.See API Reference data for a list of IDs.
jobLevels
Integer
No
A comma separated list of job level ID.See API Reference data for a list of IDs.
peopleCountries
String
No
Comma separated list of Country Ids
peopleStates
String
No
Comma separated list of States
peopleCities
String
No
Comma separated list of Cities
peopleArea
String
No
Area for the search
peopleAddress
String
No
Address for the search
fullName
String
No
Contact's Full name
keyword
Integer
No
Deprecated, seetitles parameterKeyword string that will be matched against titles
keywords
String
No
Restrictagents results to news containing the keywords passed in parameter.
companyName
String
No
Name of the company.
maxEmployees
Integer
No
maxRevenue
Integer
No
minEmployees
Integer
No
minRevenue
Integer
No
naics
String
No
A comma separated list of NAICS codes. List of NAICS codes.
You can enter NAICS & SIC codes in two different ways:
Direct code for example, enter 511210 for Software Publishers.
Top Level codes for example, enter511* for All Publishing Industries which would include 51111 51119or even 5112* which would include 511210.
newsDuration
Integer
No
A duration in days (1-30). Works with agents parameter.
primaryIndustryOnly
String
No
primaryNAICSOnly
String
No
primarySICOnly
String
No
regions
String
No
A comma separated list of regions.Valid values are: Africa, Asia, Europe, MiddleEast, NorthAmerica, Oceania, SouthAmerica
sic
String
No
socialNetworks
String
No
If set, only contacts with corresponding social handle(s) will be counted.Valid values are:facebook,linkedin,twitter
street
String
No
Street name
state
String
No
Comma separated list of states
subIndustries
String
No
A comma separated list of sub-industries IDs.See API Reference data for a list of IDs.
titles
String
No
Keyword string that will be matched against titles
zipCodes
String
No
A comma separated list of zip codes.
gender
String
No
Diversity status based on Gender
ethnicity
Int
No
Diversity status based on Ethnicity. Valid values are comma separated list of ethnicity ids.
ID
Values
1
Asian-Indian
2
Non-Ethnic
3
Asian-Pacific
4
Hispanic
5
African American
6
Native American
7
Asian
dbe
Boolean
No
Diversity status based on Disadvantages Business Ent.
wbe
Boolean
No
Diversity status based on Women Business Ent.
mbe
Boolean
No
Diversity status based on Minority Business Ent.
vbe
Boolean
No
Diversity status based on Veteran Business Ent.
disabled
Boolean
No
Diversity status based on Disabled Business Ent.
lgbt
Boolean
No
Diversity status based on Gay Lesbian business Ent.
Responses
Here are the major responses the API may return.
for details on the errors, please refer to the API Error Codes article.
HTTP 200
Returns either aJSON or XML data structuredepending on the request Accept header.
Name
type
Description
resultCount
Integer
application/jsonExample
{ "resultCount":"6174252}
application/xmlExample
<?xml version="1.0" encoding="UTF-8"?>
<contactListCount>
<resultCount>6174252</resultCount>
</contactListCount>
HTTP400
Invalid query parameter(s).
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header.
HTTP405
Method Not Allowed- Your are not allowed to access this API.
HTTP429
Request is throttled.
View ArticleInsideView is continuously maintaining and enhancing its API. Therefore, it is normal for bug fixes and backwardly-compatible enhancements to appear without any change in the major version of the API. Specifically, your application should be resilient to the appearance of:
Additional endpoints
Additional optional fields in requests
Additional optional fields in responses
Additional error codes
Wording changes in the explanatory text of existing error codes
Generally speaking, your code should be resilient insofar as it ignores fields that it isn't utilizing or expecting, and handles errors using standard HTTP/REST conventions. InsideView intends to confine its API fixes and enhancements within a major version such that code that is resilient in these ways will be backwardly-compatible for the lifetime of a major version.
Release History
v1.69 - 2019-12-07
InsideView APIs now allow you to access direct phone number(s) of executives provided, the direct number exists in the InsideView database.
This quarter we are happy to announce the following enhancements in our Contact APIs:
Request for Corporate and Direct Phone Numbers of Executives
A new phoneType request parameter in contact APIs now lets you access the CORPORATE and DIRECT phone numbers of an executive. The phoneType parameter retrieves direct phone numbers and increases the probability of directly contacting your prospect for better business outreach. The phoneType parameter is accepted in the following Contact APIs:
Data API Endpoints
[GET] - Contact Search
[GET] - Contact Details
[POST] - Contact Details Job
Enrich API Endpoints
[POST] - Enrich
[POST] - Enrich Job
Target API Endpoints
[GET] - Contact Lookup
[GET] - Contact Lookup Job Results
[GET] - New Contact Details
[POST] - Contact List
[POST] - Contact List Count
[POST] - New Contact Details Job
v1.62 - 2019-05-25
We have been steadily working for the past few months to offer new options to enrich contact and company information with our Contacts OnDemand database. The OnDemand database offers companies and contacts that are not available via InsideView applications.
This month we are introducing a new API to enrich from extended database:
Enrich Data from Extended DB (BETA Release)
Use the Enrich Data from ExtendedDB endpoint to enrich company and contact data with a single query. This endpoint enables your users to enrich contact and company data immediately based on inputs from OnDemand database.
Additional matches can be found for a contact and company when use [POST] - Enrich Data from Extended DB instead of [POST]- Enrich endpoint.
Please note that this endpoint is still under BETA phase.For more information, read the endpoint article [POST] - Enrich Data from Extended DB in our Knowledge Base.
v1.61 - 2019-04-28
Matcher API enhancement
the Company Matcher API will now returnRankfield value for a company. This value is generated based on the match score and input request parameters. A higher rank indicates a better match result. Please note that this endpoint is still under Beta phase.
v1.60 - 2019-03-30
Target Contact List Build API - Technologies Used Improvements
The Target Contact List Build API now allows you to filter contacts based on the technologies used by their Company. The Contact List Build API now lets you retrieve contacts using the 30 product categories and 737 sub-categories for frontend and backend hardware and software technologies that are available in InsideViews Tech Profiler add-on.
You can define product category and sub-category parameters in Target Contact List API using the following new filter options:
categoryIds
subCategoryIds
productIds
See the endpoint documentation for more details.
v1.58 - 2019-02-02
Subscription API for Family Tree (GA Release)
The subscription API for family tree is now GA released.
Support for Direct Phone Numbers of Executives
InsideView APIs now return direct phone number(s) of executives provided, the direct number exists in the InsideView database. With this feature, you will now have access to the direct phone number of an executive. InsideViews Direct Phone Number feature will increase the probability of directly contacting your prospect for better business outreach.
v1.53 - 2018-09-22
This month the following enhancements are introduced:
Subscription API for Family Tree (Beta Release) A new companyFamilyTree subscription API now lets you monitor changes in familyTree of an Ultimate Parent Company that you are following. This is a new Subscription Type API sends alerts to subscribers if any Company is either added or removed from a Family Tree.
You can also set up the frequency (weekly, monthly or yearly) for subscription alerts. This API accepts only Ultimate Parent Company ID for Family Tree subscriptions.
v1.50 - 2018-06-23
We have been steadily working on API backend development for over a year now to build microservices based architecture in order to support faster feature development and scale. We are back now to introduce customer facing features with new releases.
This month we have below enhancements:
Contact Details with Contact Confidence Score
Next time you get details from our Contact Details API, one of the details will be a confidence score. This serves as an indicator of how confident you can be in the contact accuracy.
Company Matcher as a ServiceCompany Matching will now have a higher match rate due to a new matching algorithm. This is a new API endpoint that can be used exclusively to perform Company Matching. Please reach out to your account manager if you wish to get access to this endpoint.
v1.35 - 2017-05-06
This month we have two significant enhancements :
Company Social Handles -Company fetch endpoints and Company List build calls will now include social handles (Facebook, Twitter, Blog, URL) when available, making it easier for end users to follow their prospects.
Company Name in Target Company List Build -Target company list build call will now include the company name as part of the results.
v1.33 - 2017-03-18
This month were excited to introduce a new field in our collection of Company details API.
companyTaxId -Company Tax Id is now available as part of Company details API for US companies when available.
v1.30 - 2016-12-19
Internal release for upcoming features.
v1.29 - 2016-11-19
This month were excited to introduce a new API to our collection.
Contact Async List build API - The InsideView API now has the capability to do an async contact list build. This feature will allow you to run time consuming queries in an offline manner.
v1.28 - 2016-10-22
This month were excited to introduce the following key improvements to our API
FamilyTree bulk API is a new API endpoint allowing you to get family tree data in bulk
Competitive company information is now available via a new API endpoint for public companies. To access this information, use:
For normal companyId: https://api.insideview.com/api/v1/company/{companyId}/competitors
For new companyId: https://api.insideview.com/api/v1/target/companies/{scrambledId}/competitors
Contact Geo information has been added to the Bulk Contact Lookup API
v1.27 - 2016-9-24
In This release we have introduced several enhancements.
Local contact geo location is now available to use in the Target Contact List Build API, Data Contact Search API, and People Details APIs. You can do a list build by using peopleAreaas a filter, and when you want to narrow the list further to contacts who also have headquarters in another specific location, you can do so by combining peopleArea with company cities.
Asynchronous (batch) Target Company List Build API can now be used to build lists that exceed the 100K limit on the standard list build API.
Target Contact List Build API responses will now include peopleId.
Data Company Search API now supports searching by zip code and country filters together.
Enrich API (+Bulk) offers a new filter for contactMatching. You can choose to match on active employments only (default), inactive ones, or all.
In situations where a bulk job is interrupted, it will now resume from the point where it stopped.
v1.26 - 2016-8-28
In this release we have introduced two new functionalities:
News Search with company IDs (previously only with new company IDs)
Full Name search functionality in Contact Search, Target Contact Search and Lead Enrich APIs.
v1.25 - 2016-7-30
In This release we have introduced several enhancements.
Wrong Info Feedback API for Contacts
Last month we introduced the Company Wrong Info Feedback API and now you can help us keep our contacts clean, as well. These new endpoints allow you to submit updated information and track the status of feedback you provide.
Target Company Lookup API Enhancements
This API now supports tech profiles, diversity information, and company name filters.
Contact Full Name
Contact Full Name is now available in the response for all APIs that return FirstName and LastName. The list includes: Data Contact Details (normal and bulk), Data People Details, Target Contact List Build, and Target New Contact Details (normal and bulk).
Enrich API
The Enrich API will now match your data to inactive (past) contacts, when the information is available.
v1.24 - 2016-7-02
In this release we have introduced new endpoints for submitting Wrong Information to Insideview as well as new filters based on Diversity Data for list build APIs. We have also exposed a new custom header for extracting Target Company Insights based on enhanced logic. For more details please visit the company insights news page here.
Company Wrong Info Feedback API -With this new API, you can help us keep our database clean by reporting wrong company information. The new endpoints allow you to submit updated information and also track the status of feedback you provided.
Now you can collect diversity information as part of a company fetch (+Bulk) or any relevant Target API. Diversity information includes such things as ethnicity and minority business status.
v1.23 - 2016-6-12
This month, we have a coupleof exciting API enhancements to share with you.
Were now offering a People Subscription API on a charter basis and are looking for a handful of partners who would like to try it out. The API sends an alert when there is any change to an individuals profile - as identified by a People ID - indicating which field has changed. You can then choose whether or not to fetch the updated record.
All Bulk APIs now include an optional webhook that will notify you when your job is complete. No need to keep polling the server to determine when your job is done. Note: Its important to validate the webhook when you create the job, as you will not be able to modify it after the job is created.
v1.22 - 2016-5-07
In this release we have done several enhancements in our APIs.
Search with company name is now supported for Target List Build APIs.
Added jobLevels, jobFunctions in response of Enrich API and its bulk version.
News Alert fetch with timestamp - return standard ISO format instead of long format.
NEW ENDPOINT :TechProfile API with normal companyId in Data APIs.
v1.21 - 2016-4-16
In this release, we have introduced several new APIs:
Reference API for TechProfile
API to fetch TechProfile details of a company using new id.
API (Target Company Insights News Search API) to search company news at granular level using new company id.
API (Target Company Insights News details API) to get company news based on articleIds(get articleIds using Target Company Insights News Search API).
Subscription APINew API to get granular details about alerts
Note:The capability to fetch TechProfile detailsis available only for Target Company List API and not for Target Contact List API.
New Improvements:
We have also added new filters in Target company list api: categoryIds, subCategoryIds & productIds.
New fieldsfirstName &lastName in response of Target Contact List API.
New fieldpeopleId in response of all contact fetch related endpoints including enrich.
Support for Multiple states in Target company and contact list APIs.
v1.20 - 2016-3-12
In this release, we have introduced reference APIs for Job levels and Job functions along with Charter release of People Fetch APIs.
Reference APIs for jobLevel and jobFunction.
Adding jobLevels, jobFunctions fields in contact fetch (+Bulk), target contact fetch (+Bulk) APIs.
People Fetch API -{{url}}/v1/people/{peopleId}
v1.19 - 2016-2-13
In this release, we have introduced new API to get Tech profile for a given company. We have also introduced validation of webhooks for Subscription APIs.
Tech ProfileAPI -{{url}}/v1/company/{companyId}/insights/techProfile
v1.18 - 2016-1-23
In this release, we have introduced one new APIs to fetchcompany logos. Logos are available in three different sizes. Please note that not all companies have logos.
Company LogoAPI -{{url}}/v1/company/{companyId}/logos
v1.17 - 2015-12-19
Internal release for upcoming features.
v1.16 - 2015-11-28
In this release, we have introduced two new APIs for company and contact news.
Company News Feed API -{{url}}/v1/company/{companyId}/newsFeed
Contact News Feed API -{{url}}/v1/contact/{contactId}/newsFeed
v1.15 - 2015-11-07
Usability Improvements
Include Job Level and Job Function attributes in Target Contact Lookup API response.
revenueRange, employeeRange, foundationDate is added in company related endpoints.
This release also kick starts the Free API trial program and Subscription API Charter program.
v1.14 - 2015-10-10
Family Tree API - Company Family Tree
New Family Tree API -{{url}}/v1/company/{companyId}/familyTree
Usability Improvements
Target contact List Build The parameters companyIdsToInclude and companyIdsToExclude supports both Scrambled CompanyIds and normal CompanyIds.
v1.13 - 2015-09-12
Company Lookup API - Company Lookup
New end point{{url}}/v1/target/company/lookup
Usability Improvements
Consumption History Usage API ( URL is appended to the response )
Show credits consumed for all bulk jobs in list all bulk jobs List Bulk Jobs
Error handling for Bulk Job API's
Company/Contact Bulk Company -API Bulk Contact - API
Enrich Bulk Enrich API - CSV
Target Company/Contact Bulk Get New Contact Target API Bulk New Company Details
Target Company LookUp Bulk Contact Lookup Target API [People tab]
v1.12 - 2015-08-08
In This release we continue to improve our API capabilities by supporting additional filters and fields. We have also introduced the bulk API version for new company details endpoint.
Richer filters
Enrich APIs allow the following new filters:
isContactRequire
isEmailRequired
isPhoneRequired
Target Contact List APIs allow the following new filters:
companyIdsToExclude
companyIdsToInclude
Richer responses
Contact related APIs
age(Data Contacts Details API, Enrich API, Target New Contact Details API)
salary(Data Contacts Details API, Enrich API, Target New Contact Details API)
salaryCurrency(Data Contacts Details API, Enrich API, Target New Contact Details API)
Company related APIs
mostRecentQuarter(Data Company Details API, Enrich API, Target New Company Details API)
New Endpoint - Target New Company Details
Fixed bugs
v1.11 - 2015-07-11
The main goal with v1.11 is to bring a host of small enhancements both in terms of richer filters and richer responses. Please see each endpoint documentation for more details.
Note: for each modification, both the regular and the bulk versions received the enhancements.
Richer filters
Contact related APIs allow the following new filters:
isPhoneRequired(Target Contact List API, Target Contact LookupAPI)
isEmailRequired(Target Contact ListAPI, Target Contact LookupAPI)
active (Data Contact SearchAPI, Target Contact ListAPI, Target Contact LookupAPI)
companyIdsToInclude(Target Contact ListAPI): allows finding contacts within a set of companies
Richer responses
Contact related APIs
active(Data Contacts Details API, Target Contact LookupAPI, Target New Contact Details API)
Contact LookupAPI, Target New Contact Details API)
hasPhone (Data Contact Search API, Target Contact List API)
hasEmail(Data Contact Search API, Target Contact List API)
Company related APIs
parentCompanyName(Enrich API, Data Company Details API, Target New Company Details API)
parentCompanyCountry(Enrich API, Data Company Details API, Target New Company Details API)
ultimateParentCompanyName(Enrich API, Data Company Details API, Target New Company Details API)
ultimateParentCompanyCountry(Enrich API, Data Company Details API, Target New Company Details API)
zip (Target Company List API)
TargetNew Contact Details API:new query parameterretrieveCompanyDetails: optionally fetch company details when fetching new contact detailsSee the documentation for more details
Administration APIs:added a new API to list current and past job submitted from various bulk APIsSee the documentation for more details
Fixed bugs
v1.10.1 -2015-06-16
Fixed some bugs
v1.10.0 -2015-05-16
First 2 APIs in the new Person API collection
Person Search API find a person based on his or her email address or name. See the documentation for more details.
Person Details API retrieve up to a dozen details about a person, including photo, bio, education details, and more.See the documentation for more details.
Target API enhancements
Get up to 500 Contact and Company List API responses on a page. See the documentation for more details.
Enrich API enhancements
See matching scores and select a minimum score for the API to return a result. See the documentation for more details.
Track match rates and view results with the API Usage API. See the documentation for more details.
Admin API additions to fetch reference data
Countries List API retrieve the list of available countries and their codes. See the documentation more details.
Industries List API retrieve the list of industries and sub-industries, and their codes. See the documentation for more details.
Fixed some bugs
v1.9.0 -2015-04-18
Added British SIC code and description to the following API responses:
Enrich ( bulk ),
Company Details ( bulk ),
New Company Details
Company List
Fixed some bugs
v1.8.0 -2015-04-04
Internationalization: some endpoints have been updated in order to support the standard Accept-Language HTTP header. It allows to retrieve a localized version industry and subIndustryfields and to have revenues in a currency corresponding to the locale passed. The currency is indicated in a new field,revenueCurrency.The following locales are supported: en-en, en-uk, en-ie, de-de, fr-fr, nl-nl and sp-sp.See the documentation for more details, including the list of endpoints impacted.
Endpoints supporting internationalization also include the following new attributes:industryCode andsubIndustryCodeSee the documentation for the list of industry and sub-industry codes.
Fixed some bugs
v1.7.0 -2015-02-21
Released in the Insights API collection a set of API to access and manage InsideView for Sales users watchlistsSee the documentation for more details
Added an attribute to the Company News Agent API in the Insights API Collection: imageUrl. It provide a link to an image associated with the news article.See the documentation for more details
Added some attributes to the Contact Lookup API in the Target API collection: hasPhone, hasEmail, hasTwitterHandle, hasLinkedInHandle, hasFacebookHandle.These attributes help making the decision to fetch the details of a specific lookup results to access valuable information.See the documentation for more details
The Bulk Contact Lookup API in the Target API collection is GA.See the documentation for more details
Fixed some bugs
v1.6.0 -2015-01-31
Released bulk version of the TargetAPI Collection's Contact Lookup endpoint in BETASee the endpoint documentation for more details
Fixed some bugs
v1.5.0 -2015-01-03
Released the Contact List endpoints in the Target API Collection:
Contact List API. It allows retrieving a list of contacts using advanced search parameters.See the endpoint documentation for more details
Contact List Count API. It allows counting the number of results a Contact List API call would retrieve.See the endpoint documentation for more details
Added an attribute to the Target API collection's Contact Lookup endpoint response: an MD5 hash of the contact email, allowing to detect contacts you already own.See the endpoint documentation for more details
Released bulk version of the Target API Collection's New Contact Details endpoint.See the endpoint documentation for more details
Fixed some bugs
Added to the documentation a page to help navigatingthe API endpoints documentation
v1.4.0 -2014-12-06
Released the Company List endpoints in the Target API Collection:
Company List API. It allows retrieving a list of companies using advanced search parameters.See the endpoint documentation for more details
Company List Count API. It allows counting the number of results a Company List API call would retrieve.See the endpoint documentation for more details
New Company Details API. It allows retrieving the full details of a company found using the Company List API.See the endpoint documentation for more details
Fixed some bugs
v1.3.0 - 2014-11-01
Released the first 2 API in the Insights API collection - please note that these endpoints are beta endpoints:
Company News Agents API. It allows retrieving news feed sorted by our standard smart agents for a specific company.See the endpoint documentation for more details
Company News Agents Count API. It allows counting news per standard smart agents for a specific company.See the endpoint documentation for more details
Fixed some bugs
v1.2.0 - 2014-10-03
Released an Administration API:Usage API. It allows retrieving details on your past API usage as well as some details on your API credits consumption.See API usage articlefor more details
Fixed some bugs
v1.1.1 - 2014-09-05
CORS is now supported. Please contact InsideView Support for enabling and configuring this feature
Fixed some bugs
v1.1 - 2014-08-09
The API documentation ( https://api.insideview.com ) have been moved to the Knowledge Base ( https://kb.insideview.com/hc/en-us/categories/200152946-InsideView-API ).The full API documentation is now conveniently available in one place.
Added bulk version of the Contact Details API, Company Details API and Enrich API. These API allow to group and execute asynchronously up to 10,000 queries.See Using the bulk API for more details.
Added first API in the Target API collection: Contact Lookup API. It allows searching new contact by job level, job function or title in a specific company. The New Contact Details API allows fetching full details of a contact found through the Contact Lookup API.See Using the Target API for more details.
Improved error messages by provide an InsideView error code to provide easier way to handle various error conditions for each HTTP status. See API Errors Codes article for more details.
Fixed some bugs.
Known Issues
CORS is not supported.
v1.0.1- 2014-07-04
Added a new optional parameter active to contacts API to allow returning only contacts with active or inactive employment records. When the parameter is omitted both active and inactive ones are returned
Improved search results relevance for the contacts API
Fixed some bugs
Known Issues
CORS is not supported.
View ArticleContents
About InsideView Data Integrity
Whats New in v169?
Known Issues
Support and Feedback
About InsideView Data Integrity
InsideView Data Integrity is a customer data management solution that cleans, monitors, and enriches CRM data to drive revenue and operational effectiveness. InsideView Data Integrity keeps your CRM data clean, so you always have a consistent and unified view of your customers and prospects.
In this release,InsideView Data Integrity integrates directly with Salesforce CRM to enable business decisions with accurate data for accounts, contacts and leads in your CRM.
InsideView Data Integrity helps Salesforce CRM administrators solve their data and process challenges. InsideView Data Integrity goes beyond cleaning data to provide insights and visualizations to help companies improve the health of their CRM data.
What's New in v169?
Click thefollowing links to browse through the feature updates and enhancements in the respective products:
New Features in InsideView Data Integrity
New Features inInsideView Data Integrity
In this release, Insights Enterprise introduces the following key differentiators:
Clean data to provide insights and visualizations to help companies improve the health of their CRM data
Easy-to-create data processes which allows you to automatically clean and append your CRM accounts, contacts, and leads.
Manage precisely which records you want to control and which fields you wish to update.
Easy to administer data mapping and update rules across multiple InsideView products with Unified Field Mapping.
Create lead-to-account mapping automatically, which allows you to better route leads by account owner, track account level engagement and measure overall ABM effectiveness.
Create and update of Salesforce account hierarchies automatically to mirror InsideViews family tree data in your CRM without any manual effort by your end users or operations team, making it easier to find related companies and grow relationships.
Additional Resources
If you are a Salesforce customer using InsideView Refresh and/or InsideView Enrich, please reach out to your AM or CSM to discuss when it makes sense for your business to migrate to InsideView Data Integrity. They will show you how to migrate to InsideView Data Integrity.
Here are some additional resources to know more about InsideView Data Integrity:
Release Announcement : Press release
Blog post: Blog
Quick Tip videos : Two-minute video
Known Issues
In this release, the following known issues are observed:
Data Integrity allows you to map executive fields for Contact and Lead entity in CRM. However, along with executive fields, all company fields are also available in Contact and Lead field mapping.
Custom fields that are created either at InsideView Sales or Unified Portal may have different profiles within Salesforce instance. These fields may not be accessible in Data Integrity.
Deleted processes data is NOT visible in Data Integrity dashboard. Only current process data is visible in the dashboard.
Data Integrity enriches data in Salesforce even if the integration is de-provisioned.
Workaround: To resolve this known issue, disable all processes that are created for that Salesforce instance.
All Data Integrity emails are sent to InsideView account admins only but not to Data Integrity admins.
Support and Feedback
For any technical issues, submit a request for technical support. InsideViews support team will contact you to address your technical problem.
Please share your feedback and ideas with us by sending an email to [email protected] or click the Feedback button onthe right-hand side of this page.
View ArticleContents
About Insights Enterprise
Whats New in v168?
Known Issues
Support and Feedback
About Insights Enterprise
Insights Enterprise for Dynamics 365 helps you find more leads, win more deals, grow your business and retain your accounts. It infuses Dynamics with essential company and contact data, business insights and selling triggers; and connects directly to your largest referral networks and social media feeds. The Information in Insights is updated continuously from more than 40,000 financial and social media sources and validated with InsideViews MTV data science technology to ensure that you have the most accurate and complete lead information.
Note: Insights, powered by InsideView 4.3 is supported only in Unified Client Interface (UCI) view of Microsoft Dynamics 365 version 9.0.
What's New in v169?
Click thefollowing links to browse through the feature updates and enhancements in the respective products:
New Features in InsideView Insights
New Features inInsideView Insights
In this release, InsideView Insights introduces the following new feature:
Unlink Wrong Company and Re-match to a Correct Company
InsideView Insights users can now unlink any incorrect match, and re-match to any company record from InsideViews database.
To unlink a wrong company, click the Unmatch link.Once the company is unlinked, click Find a Match to search for a correct company in InsideView database to get the latest insights.
You can use the Find a Match option, until you find the right company from the InsideView database.
Note: Follow the same steps to unlink a wrong contact and re-match to a correct contact.
Additional Resources
As a new user of Insights, powered by InsideView you may find the following training resources helpful. They will show you how to use Insights to do pre-call research, find new prospects, keep your account and contact data up-to-date, and more.
Training webinar : https://trainme.insideview.com/training-webinar-effective-b2b-selling-with-insights-enterprise/
Quick Tip videos : https://www.youtube.com/channel/UCPjithmmnhKJlX_RIRSRHcQ
Known Issues
There are no known issues in this release.
Support and Feedback
For any technical issues, submit a request for technical support. InsideViews support team will contact you to address your technical problem.
Please share your feedback and ideas with us by sending an email to or click the Feedback button onthe right-hand side of this page.
View ArticleInsideView Sales mobile website allows new users to sign up, existing users to sign in using their login credentials or Single Sign-On (SSO).
Step
Description
Details
1
Sign up
To sign up for InsideView Sales, go the https://my.insideview.com/iv/ website and tap the Sign Up link.
Configuring SAML Settings for InsideView in Your CRM
In the Sign Up screen, enter following details:
Name - The first and last name of the person.
Title - The job title of the person in an organization.
Business Email - The official email address of a person to which they want receive notifications from InsideView Sales.
Country - The country where the person is located.
SFA/CRM System - Select the SFA (Sales Force Automation) tool or the CRM system which the person uses from theSelect the SFA/CRMdrop down menu.
Password - your desired password to log in to InsideView Sales.
Read and agree to the InsideViewTerms of Usecheck box.
Pass the I'm not a robot Captcha challenge.
TapJoin now.
2
Log in and complete sign up
Once all credentials are saved, the following screen appears:
TapGo to Login after your account is activatedand enter the login credentials that you just entered in the previous step.
Tap Sign In.
3
Log in with SSO
To log in using your organization's SSO credentials, tap the Single Sign-Onlink.
In the SSO login screen, enter your official email ID that is configured with SAML for SSO authentication.
Tap Searchand complete the SSO sign in by following the instructions you see in the prompts.
To learn how to set up SSO for your InsideView account, read the article in our Knowledge Base.
View ArticleContents
About InsideView Sales
Whats New in v168?
Known Issues
Support and Feedback
About InsideView Sales
InsideView Sales offers the most accurate and complete market intelligence that powers productivity across the enterprise. Up-to-the-minute intelligence from over 40,000 sources is delivered into your business workflow through various InsideView CRM integrations. The InsideView for Salesproduct suite also includes:
InsideView Mobile Provides market intelligenceon your mobile device making it easy to access on the go.
InsideView Account Management Provides leadership change updates and market intelligencetokeep you informed about important activities across your accounts and arms you with insights to retain and grow them.
What's New in v168?
Click thefollowing links to browse through the feature updates and enhancements in the respective products:
New Features in InsideView Sales
New Features inInsideView Sales
Cross Product Navigation
InsideView Sales now allows you to navigate seamlessly across all your InsideView products. You can view all your InsideView apps, and also learn more about other InsideView products right from the navigation menu.
Known Issues
There are no known issues in this release.
Support and Feedback
For any technical issues, submit a request for technical support. InsideViews support team will contact you to address your technical problem.
Please share your feedback and ideas with us by sending an email to or click the Feedback button onthe right-hand side of this page.
View ArticleContents
About Insights Enterprise
Whats New in v168?
Known Issues
Support and Feedback
About Insights Enterprise
Insights Enterprise for Dynamics 365 helps you find more leads, win more deals, grow your business and retain your accounts. It infuses Dynamics with essential company and contact data, business insights and selling triggers; and connects directly to your largest referral networks and social media feeds. The Information in Insights is updated continuously from more than 40,000 financial and social media sources and validated with InsideViews MTV data science technology to ensure that you have the most accurate and complete lead information.
Note: Insights, powered by InsideView 4.3 is supported only in Unified Client Interface (UCI) view of Microsoft Dynamics 365 version 9.0.
What's New in v168?
Click thefollowing links to browse through the feature updates and enhancements in the respective products:
New Features in InsideView Insights
New Features inInsideView Insights
In this release, InsideView Insights introduces the following new feature:
Seamless Navigation for Insights Core Features
In this release, InsideView Insights introduces new menu options in the summary panel, which is handy and allows you to access Discovery Center, List Build, Manage Agents, Watchlists, and Connections seamlessly.
To access the navigation option, select the [email protected] icon. The seamless navigation menu allows you to access and discover InsideView Insights features with just a single click.
Additional Resources
As a new user of Insights, powered by InsideView you may find the following training resources helpful. They will show you how to use Insights to do pre-call research, find new prospects, keep your account and contact data up-to-date, and more.
Training webinar : https://trainme.insideview.com/training-webinar-effective-b2b-selling-with-insights-enterprise/
Quick Tip videos : https://www.youtube.com/channel/UCPjithmmnhKJlX_RIRSRHcQ
Known Issues
There are no known issues in this release.
Support and Feedback
For any technical issues, submit a request for technical support. InsideViews support team will contact you to address your technical problem.
Please share your feedback and ideas with us by sending an email to or click the Feedback button onthe right-hand side of this page.
View ArticleA matchscore is a number from 1 to100 that indicates the likelihood that a match obtained by InsideView Enrich is accurate. Matchscores provide insight into the quality of a matched record.
The match score is also byused InsideView Refresh and InsideView Diagnose products to return a quality matched record based on your input values.
Note: Matchscores do not exactly correspond with raw probability; that is, a matchscore of 60 does not mean that a match is 60% likely to be accurate. In fact, a score of 60 corresponds with accuracy rates of about 90%.
How are MatchScorescalculated?
Matchscores are composed of additive and subtractive components. These additive (adding to the score) components affect the matchscore thresholds based on:
Number of data fields provided as input by youlesser the data fields lesser the matchscore is because the accuracy of data depends on number of fields for which InsideView has the information that can be matched.
Number of potential matches in the pipelinehigher the number of potential matches in the pipeline lower the matchscore is because if the number of alternatives are many, then matching and choosing from multiple alternatives is a difficult choice.
Any company with a lot of potential matches in the database would be subtracted from the score proportionately to the number of companies that could potentially dilute the matchresults.
Why you should use MatchThresholds?
When configuring InsideView Enrich, account administrators may set a matchscore thresholdi.e. a minimum matchscore below which enriched leads will not be sent into the marketing automation system. The appropriate matchthreshold for your use case will depend on your business requirements.
Because matchscores are correlated to levels of data accuracy, the choice of where to set the matchscore threshold is, in essence, a question of how many false positives can be tolerated in the lead supply.
Generally speaking, a lower threshold will conduce to a greater number of leads with a higher proportion of false positives, whereas a higher threshold will yield better accuracy but at lower volume.
Use Case Example
An InsideView customer from the tech industry wanted to fine-tune InsideView Enrich with a matchscore, which wouldenable them to have right balance of accuracy versus enrichment.
InsideViews approach was to provide this customer with three options. The following table illustrates these options, showing levels of accuracy, false positives, and enrichment for matchscore thresholds of 70, 60, and 50 respectively:
Accuracy versus Enrichment Balance
MatchScore Threshold
Percentage of Actual Match Accuracy
Percentage of False Positives
High Accuracy & Low Enrichment
70
95%
5%
Medium Accuracy & Medium Enrichment
60
90%
10%
Low Accuracy & High Enrichment
50
85%
15%
In the case of the technology company, our customer chose the middle option, since it was the most accurate option that would enable them to meet their lead volume requirements. Your needs may differ, and we can help you decide the threshold that is best for you.
InsideView'sTechnical Support team can work with you to decide options based on your requirements for overall lead enrichment.For any technical issues, submit a request for technical support . InsideViews support team will contact you to address your problem.
View ArticleUse the PeopleDetails endpoint to fetch details about a persononce you know its peopleId. This peopleId will also return all the current and past employments(contacts). You can choose to retrieve all or some of the details of the employment.
The peopleId can be obtained either through the Data API Contact Search or Target Contact List Build API.
Endpoint
GET https://api.insideview.com/api/v1/people/{peopleId}
Request
HTTP Headers
Header Name
Type
Required
Description
accessToken
String
Yes
Valid access token. See Authentication and Authorization Overview for more details.
Accept
String
No
Selectsthe response's content type.Valid values areapplication/jsonandapplication/xml (default).
URIParameters
Parameter Name
Type
Required
Description
peopleId
String
Yes
People ID
QueryParameters
Parameter Name
Type
Required
Description
active
Boolean
No
Set to "TRUE" to get only current employments
page
Integer
No
Page number
resultsPerPage
Integer
No
Number of results per page
Responses
HTTP 200
Returns either aJSON or XML data structuredepending on the request Accept header.
Name
type
Description
peopleId
String
People Id of the person
firstName
String
Person's first name
middleName
String
Person's middle name
lastName
String
Person's last name
fullName
String
Person's full name
education
Array
Array of contact's education details
education > degree
String
education >major
String
education > university
String
imageUrl
String
Contact image URL
facebookHandle
String
Contact Facebook profile URL
linkedinHandle
String
Contact LinkedInprofile URL
twitterHandle
String
Contact Twitter profile URL
age
String
Age
peopleCountry
String
Country name
peopleState
String
State name
peopleCity
String
City name
peopleArea
String
Area name
peopleAddress
String
Address
latitude
String
longitude
String
employments
Array
Array of employments
employments > companyId
Integer
Contact's company InsideView ID
employments > companyName
String
Contact's company name
employments > contactId
Integer
Contact InsideView ID
employments > description
String
Contact bio
employments > email
String
Contact email address
employments > titles
List
Listof contact's titles (String)
employments > phone
String
Phone number
employments > active
Boolean
Active / inactive employment flag
employments > jobLevels
Array
Array of Job levels
employments > jobFunctions
Array
Array of job functions
employments > salary
String
Salary
employments > salaryCurrency
String
Salary Currency
application/json example
{
"peopleId": "IDivDfKDNZlvpSQVZ2EixMGSzJ__LggG05M8iRkhE4SSaeWUeA_bL-7Dy9FDn5Uv",
"firstName": "Paul",
"middleName": "St",
"lastName": "John",
"fullName": "Paul St John",
"facebookHandle": "http://www.facebook.com/100000330275490",
"linkedinHandle": "http://www.linkedin.com/in/paulstjohn",
"peopleCountry": "United States",
"peopleArea": "San Francisco Bay Area",
"peopleState": "CA",
"peopleAddress": "San Francisco Bay Area",
"latitude": "37.71476746",
"longitude": "-122.2422333",
"age": 0,
"employments": [
{
"contactId": 90266693,
"titles": [
"Sales Director"
],
"companyName": "Dell EMC",
"active": false,
"companyId": 725270,
"jobLevels": [
"Director"
],
"jobFunctions": [
"Sales"
]
},
{
"contactId": 90266638,
"email": "[email protected]",
"titles": [
"VP WW Sales"
],
"companyName": "GitHub Inc.",
"active": true,
"companyId": 2676964,
"jobLevels": [
"Vice President"
],
"jobFunctions": [
"Sales"
]
},
{
"contactId": 13646638,
"titles": [
"Vice President of Worldwide Sales"
],
"companyName": "Alfresco Software, Ltd.",
"active": false,
"companyId": 721258,
"jobLevels": [
"Vice President"
],
"jobFunctions": [
"Sales"
]
},
{
"contactId": 90266673,
"titles": [
"Strategic Account Manager"
],
"companyName": "Oracle Corporation",
"active": false,
"companyId": 726579,
"jobLevels": [
"Other"
],
"jobFunctions": [
"Sales",
"Operations and Administration"
]
},
{
"contactId": 90266652,
"titles": [
"Regional Director"
],
"companyName": "Riverbed Technology, Inc.",
"active": false,
"companyId": 737866,
"jobLevels": [
"Director"
],
"jobFunctions": [
"Other"
]
}
]
}
application/xml example
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<people>
<age>0</age>
<employments>
<employment>
<active>false</active>
<companyId>725270</companyId>
<companyName>Dell EMC</companyName>
<contactId>90266693</contactId>
<jobFunctions>
<jobFunction>Sales</jobFunction>
</jobFunctions>
<jobLevels>
<jobLevel>Director</jobLevel>
</jobLevels>
<titles>
<title>Sales Director</title>
</titles>
</employment>
<employment>
<active>true</active>
<companyId>2676964</companyId>
<companyName>GitHub Inc.</companyName>
<contactId>90266638</contactId>
<email>[email protected]</email>
<jobFunctions>
<jobFunction>Sales</jobFunction>
</jobFunctions>
<jobLevels>
<jobLevel>Vice President</jobLevel>
</jobLevels>
<titles>
<title>VP WW Sales</title>
</titles>
</employment>
<employment>
<active>false</active>
<companyId>721258</companyId>
<companyName>Alfresco Software, Ltd.</companyName>
<contactId>13646638</contactId>
<jobFunctions>
<jobFunction>Sales</jobFunction>
</jobFunctions>
<jobLevels>
<jobLevel>Vice President</jobLevel>
</jobLevels>
<titles>
<title>Vice President of Worldwide Sales</title>
</titles>
</employment>
<employment>
<active>false</active>
<companyId>726579</companyId>
<companyName>Oracle Corporation</companyName>
<contactId>90266673</contactId>
<jobFunctions>
<jobFunction>Sales</jobFunction>
<jobFunction>Operations and Administration</jobFunction>
</jobFunctions>
<jobLevels>
<jobLevel>Other</jobLevel>
</jobLevels>
<titles>
<title>Strategic Account Manager</title>
</titles>
</employment>
<employment>
<active>false</active>
<companyId>737866</companyId>
<companyName>Riverbed Technology, Inc.</companyName>
<contactId>90266652</contactId>
<jobFunctions>
<jobFunction>Other</jobFunction>
</jobFunctions>
<jobLevels>
<jobLevel>Director</jobLevel>
</jobLevels>
<titles>
<title>Regional Director</title>
</titles>
</employment>
</employments>
<facebookHandle>http://www.facebook.com/100000330275490</facebookHandle>
<firstName>Paul</firstName>
<fullName>Paul St John</fullName>
<lastName>John</lastName>
<latitude>37.71476746</latitude>
<linkedinHandle>http://www.linkedin.com/in/paulstjohn</linkedinHandle>
<longitude>-122.2422333</longitude>
<middleName>St</middleName>
<peopleAddress>San Francisco Bay Area</peopleAddress>
<peopleArea>San Francisco Bay Area</peopleArea>
<peopleCountry>United States</peopleCountry>
<peopleId>IDivDfKDNZlvpSQVZ2EixMGSzJ__LggG05M8iRkhE4SSaeWUeA_bL-7Dy9FDn5Uv</peopleId>
<peopleState>CA</peopleState>
</people>
HTTP400
Invalid query parameter(s).
HTTP401
Unauthorized Error - Cannot use API's without setting a valid accessToken in header.
HTTP405
Method Not Allowed- Your are not allowed to access this API.
HTTP404
Invalid ID, record not found.
HTTP429
Request is throttled.
View ArticleList all InsideView API endpoints per collection.
Collection
Endpoint
Bulkversion
Description
Credits
Consumed
Data API
Company Search
N/A
Search known companies
0
Company Details
SubmitJob Job Status Cancel Job Job Results
Get details of companies
10 for each company ID
Company Family Tree
SubmitJob Job Status Cancel Job Job Results
Family Tree for a given company Id
10 for each company ID
Company News Feed
N/A
Uncategorized news feed for a company
5
Company Competitor Information
N/A
Company Competitor Information
10
Company Logo
N/A
Fetch logo of a company
10
Company TechProfile
SubmitJob Job Status Cancel Job Job Results
Fetch Tech Profile of the company
10 for each company ID
Company Wrong Information Feedback API
N/A
Provide feedback for wrong Company parameters
0
Company Wrong Information Feedback Status API
N/A
Check status of previously submitted wrong information
0
Contact Search
N/A
Search known contacts
0
Contact Details
Submit Job Job Status Cancel Job Job Results
Get details of contacts
10 for each contact ID
Contact News Feed
N/A
Uncategorized news feed for a contact
5
Contact Wrong Information Feedback API
N/A
Provide feedback for wrong Company parameters
0
Contact Wrong Information Feedback Status API
Check status of previously submitted wrong information
0
People Details API
N/A
Fetch details for a given People Id
10
Enrich API
Enrich
Submit Job Job Status Cancel Job Job Results
Enrich known companies and contacts
15 for each Matched record
Target API
Contact Lookup
Submit Job Job Status Job Results
Findnew contacts in knowncompanies
0
Contact List Count
N/A
Build list of newcontacts (count results)
0
Contact List
Submit Job Job Status Cancel Job Job Results
Build list of newcontacts
0
Company List Count
N/A
Build list of newcompanies (count results)
0
Company lookup
N/A
Build a list of company IDs and Company Name
0
Company List
Submit Job Job Status Cancel Job Job Results
Build list of newcompanies
0
New Contact Details
Submit Job Job Status Job Results
Get details of new contacts
10 for each contact ID
New Company Details
Submit Job Job Status Job Results
Get details of new companies
10 for each company ID
Company Competitor Information
N/A
Company Competitor Information
10
Company Insights Tech Profile
SubmitJob Job Status Cancel Job Job Results
Tech profile for a given new company Id
10 for each company ID
Company Insights News Search API
N/A
Company News Search API based on Agents
0
Company Insights News Fetch API
N/A
Company News Fetch API
10
Company Wrong Information Feedback API
N/A
Provide Feedback for Company Wrong Info
0
N/A
Check status of previously provided feedback
0
Contact Wrong Information Feedback API
N/A
Provide Feedback for Contact Wrong Info
0
Contact Wrong Information Feedback Status API
N/A
Check status of previously provided feedback
0
InsightsAPI
Company News Agent Count
N/A
Get Smart Agent news for a company (count results)[Beta]
2 per agent per day
Company News Agents
N/A
Get Smart Agent news for a company[Beta]
10 per agent per day
Users Watchlists
N/A
List an InsideView for Sales user watchlists
0
Watchlist Feed
N/A
Get the InsideView for Sales user watchlists feed
0
Create Watchlist
N/A
Create a watchlist for anInsideView for Sales user
0
Watchlist Details
N/A
Get the a watchlist's details for anInsideView for Sales user
0
Update Watchlist
N/A
Updatea watchlist for anInsideView for Sales user
0
Delete Watchlist
N/A
Deletea watchlist for anInsideView for Sales user
0
Matcher API(Charter)
Company Matcher
N/A
Company matching based on input parameters
10
Person API
Person Search
N/A
Deprecated
Person Details
Deprecated
Subscription API
Create Subscription
submit Job Job Status Job Results
Create Subscriptions of type Company, People, Company News, and Family Tree
0
Subscription Details
N/A
Define a previously created Subscription
0
Update Subscription
submit Job Job Status Job Results
Update an existing subscription
0
Delete Subscription
N/A
Delete an existing subscription
0
List all Subscriptions
N/A
Get all subscriptions created for a given access token
0
Admin API
New Token
N/A
Generate API access tokens
0
Authorization Code Request
N/A
Request an authorization code necessary for accessing the Watchlist APIs
0
Jobs List
N/A
List all the jobs submitted from your account.
0
Usage API
N/A
Retrieve API usage for your API key
0
ReferenceAPI
Countries List
N/A
0
Industries List
N/A
0
Tech Profiler List
N/A
0
View ArticleThis article provides instructions to enable the InsideView Data Integrity Update button for Account, Contact, and Lead layouts in your Salesforce instance.
The Data Integrity Update button allows users in your organization to quickly update Accounts, Contacts, and Leads with InsideViews comprehensive firmographic and demographic data directly from the Salesforce record.
To enable the Data Integrity Update button, follow these steps:
Step
Description
Details
1
Log in
Log in to Salesforce.com with admin user credentials.
2
Go to installed packages
Go to Setup and in the quick search bar typeinstalled packages as shown below:
3
Configure the InsideView package
Find the InsideView for AppExchange package and clickConfigure as shown below:
The InsideView Admin page opens:
4
Enable the InsideView CRM View
Click the Data Integrity Layout tab and select the page layouts in which you want to add the Data Integrity Update button. In this example, the button is enabled in the Account Layout in both the Classic Salesforce experience:
Select the layouts where you want to add the Data Integrity Update button and click Save.
To enable this button inthe Lightning experience, complete the following steps:
In Salesforce, go to Setup > Account Manager > Account > Page Layouts.
Click theOverride the Predefined Actions link.
Add Data Integrity Update button under the Salesforce Mobile and Lightning Experience section.
Click Save.
5
View the Data Integrity CRM View
Go to an Account and you will see the Data Integrity button at the top of the account record.
Clicking the Data Integrity Update button will allow users to compare CRM values for that record with new values provided by InsideView and push the updated data to CRM with a single click:
Repeat the above steps for Contact and Lead layouts.
View ArticleExport a list of companies or people you're interested in.
Step
Description
Details
1
Go to the List Building screen
Go to InsideView CRM View and then click Build a List.
How to Build a List of Companies
or
In the InsideView Web View interface, click the Build a List link.
2
Select the list to export
If you havent already built a list to export, go ahead and build the list.
Read the articles How to Build a People List and for more information.
or
On the right side of the Build a List page, click a saved search that you want to export.
3
Click Export
On the Search Results page, clickExport, and then click Company or People based on which list you want to export.
On the confirmation pop-up clickExport.
Notes:
The number of company records you can export depends on your InsideView license type.
People List export is available only for EnterpriseandProlicenses. If your People List contains more than 2000 records, only the first 2000 records are exported.
4
Save the file
Save or open the exported file.
View ArticleThis article explains how to export (add) or update a company and a contact into your CRM.
IMPORTANT: To export or update a company and a contact in the Salesforce, Microsoft Dynamics Online/ On-Premise, NetSuite, SAP C4C, and Sugar CRM, follow the instructions in this article. The steps mentioned below are same for all CRMs supported by InsideView.
Note: The term "Export" here refers to adding a record into your CRM from InsideView Sales. You can use the export feature in following scenarios:
If contact/company does not exist in your CRM, you can export that particular company/contact in your CRM by creating a new record.
If contact/company exists in your CRM, you can either choose to update or create a new record with a different name.
If a company has multiple matches in the CRM, you can choose one from the list.
If a contact is added for the first time and InsideView Sales finds multiple companies to which the particular contact is associated, you can choose one.
In this article, Salesforce CRM is used as an example to export or update a contact and company data from InsideView Sales.
Exporting and Updating the Contact in Salesforce CRM
You can export (add) and update or sync the latest contact data from InsideView in your CRM.
Step
Description
Details
1
Go to the Contact page
Log in to your Salesforce CRM instance and go to the Peopletaband select an executive.
If the contact that you have selected does not exist in Salesforce CRM, click Update CRM to export it.
On the Export Contact Data window, select the Create New Contact option and click Continue.
2
Create a new contact
Accept the default custom field mappings to create a contact in your Salesforce CRM. Else, modify the field mappings.
By default, the Direct phone number of the contact (if available) is selected. If you prefer to sync the corporate phone number, select the Corp number from the drop-down.
Click Create Contact.
3
Confirm
Once the contact is created in your Sales CRM, the following confirmation message appears:
4
Update Contact Data
Now that you have added the contact in Salesforce CRM, update or sync the latest contact information from InsideView. Go to thePeopletab and select a contact that you just added in Salesforce CRM.
On the Export Contact Data window, select the Update radio option and click Continue.
5
Sync
Go to thePeopletab and search for theContactthat you just created and click Update CRM and accept the default fields or else change the fields that you want to update in Salesforce CRM, and then click Update Contact.
The following confirmation appears:
6
Update multiple Contact matches
If you want to update multiple contacts in InsideView Sales, you can select records that you want to add in your CRM to an accurate company as illustrated:
If there are duplicates of same contact, the following screen appears:
Select an option to resolve duplicates and click Done.
On the next screen, by default, Direct Phone (if available) is selected. Select Direct Phone Only or Corporate Phone Only in the Phone drop-down and click Done.
Once all contacts are either created or updated the following confirmation messages appears. Click OK.
7
Verify contact and company details
Once the contact is added into your CRM, go to each contact and click Update CRM to update the contact and company information in the Salesforce CRM.
When the contact is updated successfully, the following screen appears:
Refer to the steps 2 to 4 above to want to update the contact into your Salesforce CRM.
Exporting and Updating a Company Data in Salesforce CRM
You can export (add) and update or sync the company data from InsideView into your CRM.
Export or update the company data in the following scenarios:
If a contact exists in the CRM, but the account to which the contact is associated does not exist in the CRM. In this case, export the contact to add the company data in Salesforce CRM.
If both the contact and account exist in the CRM, InsideView recommends you to export them from InsideView Sales web view application. Refer to Step 6 below for more information.
Step
Description
Details
1
Go to the Accounts page
Log in to your Salesforce instance and go to theAccounts and select a company.
If the company that you have selected does not exist in Salesforce CRM, click Update CRM to export it.
On the Export Company Data page, select the Create New Account option and click Continue.
2
Create a new company
Accept the default custom field mappings to create a company in your Salesforce CRM. Else, modify the field mappings, and then click Create Account.
3
Confirm and Update
Once the company is created in your Salesforce CRM, the following confirmation message appears:
To sync the account data from InsideView, go to the Account page and click Update CRM, and on the Update CRM window, click Update Account.
When the account data is updated, the following message appears:
4
Export and Account from the Standalone application
To export an account that does not exist in the Salesforce CRM from InsideView Sales standalone application, click the Open InsideView.com link under the Enterprise license icon as illustrated.
Note: You can also navigate to InsideView Sales standalone application by clicking on the company or contact name.
5
Export the Company data
In the Company Details page, click the Export icon.
6
Update the Company Data
You choose to either add a company that does exist in Salesforce CRM or update/sync the accurate match for the company found in InsideView . On the Export Account window, select a company that is correct to update in Salesforce CRM.
The instructions below lets you decide when to choose the option the Update or Crreate a New Company and the steps below illustrate the various available options.
Option 1: Select the Update radio option and click Continue.
Option 2: select the Create New Account radio option and click Continue to export the company data into Salesforce CRM.
Option 3: Similarly, you can go to the Contact Detail page, and then click the Update CRMto add a contact in your CRM.
If a contact already exits in a company, the company matches are displayed on the Export Contact page.
Option 4: Else, select theCreate new contact radiooption.
7
Export Account and Contact
Accept the default fields or else change the fields that you want to update in Salesforce CRM, and then click Create Account &Contact.
Once the account and contact is created, a confirmation message is displayed.
View ArticleThis article outlines the processto complete your setupafter your InsideView Target for Salesforce CRM account is authorized by an InsideView Customer Success Manager (CSM).
Only Account Administrators can configure the InsideView Target for Salesforce CRM.
Note: If your organizationrestricts network access tothird party applications, please askyour IT administrator toadd the following IP address ranges to allow updates from InsideView:
52.4.63.192 to 52.4.63.223
64.56.203.0 to 64.56.203.255
Prerequisites
Before setting up InsideView Target for Salesforce, complete thefollowingprerequisites:
Check yourSalesforce CRM version. InsideView Target is available only for Salesforce CRM EnterpriseEdition andabove.For more information on Salesforce CRM editions, refer to their help documentation.
Create the required matching and duplicate (lead De-Duplication) rule references in your Salesforce CRM. For more information, read the Creating aMatching Rule for Leads in SalesforceandCreating a Duplicate Rule to Manage Leadssections below.
Enable Bulk API settings in Salesforce CRM.
To viewBulk API settings in Salesforce CRM, go to Setup > Manage Users > Profiles (in Classic edition) orSetup > Administration > Users > Profiles(in Lightning edition) and select the profile used to manage InsideView Target and verify iftheAPI Enabledcheck box is selected. For example, select the System Administrator profile and view the settings as illustrated below:
https://my.insideview.com/iv/welcome.do
For more information on enabling Bulk API settings, read the Salesforce CRM Online Help.
Make sure you have a default selection for the Lead Record Typefield. For example, the default Record Type value can be any field that you have selected for a lead.
Configuring InsideView Targetfor Salesforceconsists of the following tasks:
Signing up for InsideViewTarget
Please reach out to your InsideView customer success manager (CSM) to sign up foran InsideView Target account, or send an email to [email protected]. Also, for any credit allocation and authorization of your account please reach out to your CSM.
Creating an InsideviewId Custom Field
If you are setting up InsideView Target for Salesforceintegration, it is mandatory for you to create an InsideviewIdcustom field in your CRMwith stringorTextAreadatatype. You must map this field with any string/textarea datatype field in InsideView Target to sync leads into your Salesforce CRM.
Creating a Matching Rule for Contacts and Leads in Salesforce
To leverage the data matching and de-duplication capabilities of Salesforce CRM, you mustset up a matching and duplicate rule references in your CRM and map those rules in your InsideView Target for Salesforceaccount. For more information on how to create matching rules for leadrecords in Salesforce CRM, read their Online documentation.
To create a matching rule, follow these steps:
Step
Description
Details
1
Log in
Log in to Salesforce CRM.
2
Go to the Matching Rules page
In Classic edition, go to the setup and enter Matching Rules in the quick search box and click the link in the results as illustrated below.
In Lightning edition, go to Setup > Data >Duplicate Management > Matching Rules.
3
Create a matching rule
In the Matching Rules page, click Create New View.
4
Create a contact and lead matching view
In the New Matching View page, complete the following steps:
For Contact view, enter these details:
Enter the view name.
Select the Object field as Contact, the Operator as equals and enter value as Contact.
Click Save.
For Lead view, enter these details:
Enter the view name.
Select the Object field, the Operator as equals and enter value as Lead.
Click Save.
5
Go to the New Rule page
Once Lead Matching View is saved, click New Rule.
6
Create a contact and lead matching rule
In the New Matching Rule page, complete the following steps:
For contact matching rule, enter these details:
Select theObjecttype as contact and click Next.
Enter the Rule and Unique Name field values.
Enter theDescriptionfield value.
Enter theMatching Criteriaby selectingEmailfield andOperatoras Exact.
Select the Match Blank Fields check box.
Click Save.
For lead matching rule, enter these details:
Select theObjecttype as lead and click Next.
Enter the Rule and Unique Name field values.
Enter theDescriptionfield value.
Enter theMatching Criteriaby selectingEmailfield andOperatoras Exact.
Select the Match Blank Fields check box.
Click Save.
7
Activate the contact and lead matching rule
In the Contact Matching Rule page, clickActivate.
In the lead matching rule, click Activate.
Creating aDuplicate Rule to Manage Contacts and Leads in Salesforce
Set up a duplicate rule to block the same contact and leadrecords in Salesforce. You can customize the logic thats used to identify duplicates; and generatereports on the duplicates that users save. For more information on how to manage duplicate records, read Salesforce Online documentation.
To create a rule to block duplicate records of a lead, follow these steps:
Step
Description
Details
1
Log in
Log in to Salesforce CRM.
2
Go to the Matching Rules page
In Classic edition, go to the setup and enter DuplicateRules in the quick search box and click the link in the results as illustrated below.
In Lightning edition, go to Setup > Data >Duplicate Management > Duplicate Rules.
3
Create a duplicaterule
In the All DuplicateRules page, click New Ruleand select theLead item.
4
Create a contact and a lead duplicate rule
In the New Duplicate Rulepage, complete the following steps:
For contact duplicate rule, enter these details:
Select the Object as Contact.
Enter the Rule Name as Contact matching.
Enter the Description for the rule.
Select theRecord-Level Securityoption as Enforcing sharing rules.
For lead duplicate rule, enter these details:
Select the Object as lead.
Enter the Rule Name.
Enter theDescriptionfield value.
Select theRecord-Level Securityoption as Enforcing sharing rules.
5
Add Actions
In theActionsregion, setthe following items:
Select the Block item in the Action on Create field.
Select the Blockitem in theAction on Editfield.
6
Add the matchingrule
In the Matching Rule region, complete the following steps:
For contact matching rule, enter these details:
Select the Contact item for the Compare Contacts With field.
Select the rule that you created for the Matching Rule field.
Click Save.
For lead matching rule, enter these details:
Select the Leads item for the Compare Leads With field.
Select the rule that you created for the Matching Rule field.
Click Save.
7
Activate the duplicaterule
Once the Rule is saved, clickActivate.
Configuring InsideView Target forSalesforce CRM
Follow these instructions to authenticate and configure InsideView Target for Salesforce:
Step
Description
Details
1
Go to InsideView Sales standalone
Go to, or if you are on the InsideView homepage.
2
Enter login credentials
Enter the Login Name (user ID) and Password for your InsideView user account andclick Next.
Note: Only InsideView Account Administrators canset up the Salesforce CRMintegration, so ensure you have logged in with the correct User ID.
3
Go to Settings
Once you log in to InsideView Sales, click Build a Listin the top menu and click Settings icon to expose the Authentication tab.
Note:Only when you log in with an Account Administrator usercredentials, then Settings icon is displayed.
4
Configure Salesforce CRMauthentication
On the Configurationswindow, click the Salesforceicon.
If you want to use Salesforce Sandbox version, ask your CSM to enable the Sandboxaccess. When your CSM enables sandbox version, you will an addition Salesforce Sandbox Not Configured icon.
Note: You can configure both Salesforce Production and Sandbox environment following the same instructions in thisarticle.
5
Sign in to yourSalesforce
On theAuthenticationtab, click Sign In.
6
Authenticate InsideViewaccess
In the Salesforce login page, enter the user credentials and clickLog In.
Review the InsideView Target permissions andaccount details and clickAccept.
7
Review field mappings
Once configured, the Salesforcelogo gets updated with a green Configured badge, and you can set up the Field Mapping.
8
Check and map custom fields
Custom Field Mapping is mostly automated. You can review the custom field mapping to see how InsideView Target matches InsideView fields to standard fields in Salesforce.
For example, Emailautomatically picks up the Salesforce emailfield. If youwish to editthe default mappings, select the pencil icon, which appears when you hover a field name.
Note:By default, InsideView Target maps the Company Name, Last Name, Emailand Insideview Id custom fields after successful configuration.If any of thesefields arenot mapped, you must create these custom fields with thestring datatype in your SalesforceCRMand map them in InsideView Target. Otherwise, you cannot perform a sync to Salesforce. The screen below illustrates how to map theCompany Descriptioncustom field.
IMPORTANT NOTES:
Whenever the Country/State picklist is enabled in Salesforce CRM, InsideView Target will show Country Code and State Code fields in the Field Mapping page. To sync the Country and State picklist values in Salesforce CRM, you must map these fields in the field mapping to corresponding fields in Salesforce CRM.
Only Country Code and State Code picklist values can be synced from a People list in Salesforce CRM. All other picklist fields in Salesforce CRM are not supported for sync.
9
RefreshSalesforce CRM
Refresh the InsideView Target instance in order to see this mapped fields inthe drop-down list as illustrated below:
10
Save changes
Click Save to make sure all changes are saved.
Verifying a Successful Set Up
After yourauthentication credentials are configured and field mapping is complete, the last step is to verify that a list can be successfully exported.
Because InsideView Target is a credit-based system, and youdo not want junk data in thesystem, it is best to create a list size of 1 for testing purposes.
De-duplication depends on email in order to be effective, and since most marketers want leads with email address, add the Contact Infofield from in + Add Search Criteriaoptions and selectemail.
Build a sample list with Job Levels selected to further refine the People list as illustrated below:
ClickExport to Salesforceto export the list details in the Salesforce CRM.
Exporting a People List fromInsideView Target toSalesforce
InsideView Target allows you to sync People lists directly into your Salesforceautomation system.
Step
Description
Details
1
Log into InsideView Target
Log into the InsideView Target with your credentials.
2
ExportdataintoSalesforce
Once the Salesforceaccount credential and field mapping is complete, click Export to Salesforcefrom the drop-down menu.
3
Accept sync messages
When you click Export to Salesforce, a series of messages will appear as illustrated below:
Click Sync.
Click Close.
4
Receive an email notification
Once the People list is synced into Salesforce, you will receive an email notification confirmation with number of people that were moved to your Salesforce CRMas illustrated below:
Once People list is imported, you can be confident that the set-up is complete and successful!
Note: You can export a maximum of 50,000 records in an .xlsx file and sync upto 10,000 records in your Salesforce CRM.
View ArticleWhich CRM integrations does InsideView Data Integrity support?
InsideView Data Integrity integrates directly with Salesforce CRMto enable business decisions with accurate data for accounts, contacts, and leadsin your CRM.For more information on supported Salesforce CRM editions, read article Supported CRM Version for InsideView Integration in Our Knowledge Base.
If I have multiple CRM instances with my InsideView account, which one is used by the 'Quick Setup" for creating Data Integrity processes?
InsideView Data Integrity Dashboard will use the Salesforce CRM integration that is marked as the default integration for your account in the Quick Setup to create processes. When you use the Quick Setup option, a new process for managing accounts, contacts and leads are created. For more information, read articles Setting Up an Integration for Salesforce CRM in Data Integrity and Creating an Account Management Process in Salesforce CRM in our Knowledge Base.
What is the maximum number of processes I can create in InsideView Data Integrity?
You can create SIX processes in InsideView Data Integrity.
What timezone does Insideview Data Integrity use?
In InsideView Data Integrity, all processes are created based on the users local timezone. However the InsideView Data Integrity dashboard shows all data in Pacific Standard Time (PST).
Why is the InsideView Data Integrity Status of my record shown as Not Managed?
When the package is installed, the InsideView Data Integrity Status field is created with the default value as Not Managed. After any account, contact or lead record is updated, the status will be updated to Managed.
Can I roll back a job or roll back changes to individual fields?
Although InsideView Data Integrity does not allow you to roll back changes to individual fields currently, Salesforce has field level audits that can be used to roll back accidental changes.For more information, refer to Salesforce Online Help documentation. This can be cumbersome, and for this reason it is best practice to periodically make a backup copy of your Salesforce data.
DoI have to addall InsideView industry values tothe Industry field in Salesforce CRM?
No, you don't have to add all the InsideView industry values.Salesforce CRMallows you to pushvalues outside the picklistto theIndustryfield. The exception to this is a restricted picklist, which only allows specific values.
Click here for a complete list of InsideViews industries.
Why are my dashboard charts not updated even though my process is completed today?
InsideView Data Integrity updates the dashboard data at the end of each day.
Can I run InsideView Refresh and Data Integrity at the same time?
No, you cannot use InsideView Data Integrity and Refresh at the same time. Once you migrate from InsideView Refresh to Data Integrity, InsideView Refresh will be deactivated from your account.InsideView Data Integrity will be available once you install the latest package. For more information, read article Installing InsideView in Salesforce CRM in our Knowledge Base.
What data points from InsideView Enrich and Refresh will be carried over to Data Integrity on migration?
Your existing account, contact and lead object field mapping will be maintained when you migrate to Data Integrity. No additional configuration steps are required to map these object fields.
What features are currently unavailable in Data Integrity that were available in InsideView Enrich and Refresh?
Most of the functionality is available in Data Integrity that were in InsideView Enrich and Refresh. However, some functionalities will be available in future releases, such as:
Email Validation
Error Dashboard
Review Matches
Review Updates
View ArticleInsideView allows account administrators to adjust Match Score thresholds for Account, Lead and Contact objects/entities to control and maintain match accuracy and recall of InsideView Data that is pushed in your CRM data.
Your account administrator adjusts the match threshold values to control the threshold at which InsideView can match your records with InsideView data. These threshold values will also allow account administrators to control match accuracy as well as quality of enrichment or data update (sync) in to your CRM from InsideView Database.
Note: Only Account Administrators can set theMatchScorevalue for your InsideView account via Unified Admin Portal
The matchscore threshold allows you to determine the right balance of match accuracy and enrichment rate for your data. It can be modified based on your organizational requirements. If you want more matches, then an account administrator can lower the matchthreshold value at the cost ofan increased proportion of false positives in the lead supply.
For step-by-step instructions on setting the matchscore threshold for Account, Contact, and Lead objects see below.
Step
Description
Details
1
Go to account settings
Log in to InsideView Admin Portal with admin user credentials. Go to Account Settings.The Accounts Settings window opens.
2
Go to the matchsettings page
On the Account Settings page, clickMatch Settings. The Match Score page opens.
3
Set the match score
Drag the slider forAccount, Contacts, and Leads to set the corresponding match score.
Click Save.
View ArticleThis article helps you install InsideView in Salesforce CRM.
The installation process involves the following steps:
Install the InsideView package
Add the InsideView app in Account, Lead, Contact, and Opportunityobjects.
Install InsideView Dashboard
If you are an existing user and want to upgrade your package to include ROI dashboards along with Salesforce1 mobile app, you need to:
Install the InsideView package (this will upgrade your old version automatically)
Important:Users with a Group edition of Salesforce.com click here to view the InsideView for 'Salesforce Group Edition' package installation instructions. Click here for steps to configurePage Layout in 'SalesforceLightning UI.
If your organization restricts network access by third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from InsideView:
52.4.63.192 to 52.4.63.223
For more information, go to the Configure Network Access section.
Define the Lead Source Field
Before you install InsideView, you need to define the Lead Source field for Leads and Contacts. To define the Lead Source field for Leads, follow these instructions:
Under Build, click Customize.
Click Leads.
ClickFields and then clickLead Source.
In theLead Source Picklist Valuesdialog, clickNewto create a new lead source.
On theLead Source page, type inInsideViewin the text box (casesensitive) and clickSave. The Lead Source is added to the list.
When you define the lead source field for Leads, the Account and Contact source fields also get updated automatically.
Note: To load InsideView mashup after installation,The optionLock sessions to the domain in which they were first used must be unchecked in your Salesforce set up. To uncheckthis option, read this section of the Troubleshooting Salesforce article on our Knowledge Base.
To see detailed screenshots and instructions, read the article Defining Lead Source Field for Leads and Contacts on our Knowledge Base.
Install InsideView Sales Package
Once you have defined the Lead Source field, follow these instructions below to install the InsideView Sales package:
Step
Description
Details
1
Log in
Log in to Salesforce.com as an administrator.
2
Go to the Installation page
Click here to find InsideView Sales package in Salesforce CRM and click Get It Now.
Configuring InsideView to Page Layout in SFDC
The Login page appears:
Log in to Salesforce CRM with admin user credentials and if redirected to InsideView Sales app page, click Get It Now again. Select the Install in Production option in the following screen appears:
Select the I Agree to terms and conditions check box and click Confirm and Install.
3
Select the installation option
In the Installation page, select the Install for All Usersoption.
When you click Install, the installation process begins.
4
Complete installation
Once the installation is complete, click Done.
The InsideView Sales is now displayed under the Installed Packages section as illustrated below:
5
Allow access to users
Once the installation is completed, you can grant access to InsideView Sales application.
Salesforce provides two options to set permission to app in oAuth policies:
Administrator approved users are pre-authorize.
All users may self-authorize.
Note: You will have to grant access for each individual user to let view InsideView CRM View within Salesforce.
In order to provide seamless access to InsideView Sales to all admin-approved users in your Salesforce organization, follow the these steps:
Go to the InsideView Sales Connected App.
In the Salesforce Classic edition, go toSetup > Manage Apps >Connected Apps.
In Salesforce Lightning Experience, go toSetup> Apps> Connected Apps > Manage Connected Apps.
Edit theInsideView Sales App.
In the InsideView Sales App page, under theoAuth Policiessection, clickPermitted Usersand select theAdmin approved users are pre-authorizedoption.
Click Save.
Once your changes are saved, the Manage Profiles section is added. Click InsideViewpackage link and then clickManage Profiles as illustrated below:
In the Application Profile Assignment page, select the desired profiles for which you want to grant access to InsideView Sales. For example, select the Custom Sales Profile and System Administrator check boxes and click Save.
Once the profile is added, you will see the selected option as shown below:
Note:In the InsideView Sales App page, under theoAuth Policiessection, ifPermitted Usersis set toAll users may self-authorizeoption, then the following screen will be shown to each user when they try to access InsideView until they grant access.
Users will have to clickAllow Access Nowand grant permission for the following items:
Access your basic information
Access and manage your data
Then, click Allow.
6
Disable workflow rules
If you are not using the InsideView Enrich or InsideView Refresh product, follow these steps to disable the workflow rules:
In the Salesforce Classic edition, go toSetup > Workflow & Approvals> Workflow Rules.
In the Lightning edition, go toSetup > Process Automation > Workflow Rules.
Deactivate the following workflow rules:
InsideView Outbound Rule for Leads
InsideView Outbound Rule for New Leads
InsideView Outbound Rule for Accounts
InsideView Outbound Rule for New Accounts
InsideView Outbound Rule for Contacts
InsideView Outbound Rule for New Contacts
InsideView Outbound Rule for Opportunities
InsideView Outbound Rule for New Opportunities
7
Set your password
Open an account, opportunity, lead or contact page first,then clickSet Passwordand follow the steps requested. This will enable you to access Admin features.
For information, read the article How to Reset Password in InsideView Products in our Knowledge Base.
Now,you can add the InsideView app in Accounts, Leads, Contacts, and Opportunities objects. Todo this, read the article Configuring InsideView to Page Layout in SFDC on our Knowledge Base. Click here for steps to configurePage Layout in SalesforceLightning UI
Configure Network Access
In order to allow your users to export new Accounts, Leads, and Contacts from InsideView into Salesforce, you must add the InsideView IP range to your Network Access trusted list in Salesforce.com.
Go toSetup> SecurityControls> Network Access.
Click New.
Enter IP Address range (52.4.63.192 to 52.4.63.223).
Click Save.
To confirm that InsideView can communicate back to your Salesforce instance, click the Update CRMlink on any InsideView company or executive page. You will be asked whether you wish to create a new record or update an existing match found in your CRM.
To learnhow to Install IV Dashboards in SFDC, refer tothe article Installing InsideView Dashboards in Salesforce on our Knowledge Base. To learnhow to Configure InsideView to Page Layout in SFDC, refer to the articleon our Knowledge Base.
View ArticleThis article lists the supported CRMs and their versions on which InsideView product can be installed:
CRM Name & Type
Versions
Supported License Types
Salesforce CRM
Classic, Lightning and Group Edition
Unlimited
Enterprise
Professional
Platform
Developer
Performance
Note:ROI dashboards and REST APIsdon'twork in Professional license and Group Edition.
Microsoft Dynamics CRM Online
Dynamics 365 and Dynamics CRM Online 2015 & above
Dynamics CRM Online Enterprise
Dynamics CRM Online Professional
Dynamics 365 Plan 1 & Plan 2
Dynamics 365 for Sales
Dynamics 365 for Customer Service
Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation
Microsoft Dynamics CRM On-Premises
2011 and above
Dynamics CRM on-premise licenses
Oracle CRM on Demand
Release 35 and above
N/A
Oracle Fusion CRM (Sales Cloud)
Release 12 and above
N/A
NetSuite CRM
Limited, Mid-Market, and Enterprise edition
N/A
SAP Hybris Cloud for Customer (C4C)
SAP C4C 1602 and above
N/A
SAP CRM On-Premises
SAP CRM 7.0 and above
SAP CRM Sales
Sugar CRM
Sugar 7.0 and above
N/A
To learn about supported web browsers, read the article Supported Operating Systems and Web Browsers in our Knowledge Base.
InsideView CRM View
InsideView technically supports the corresponding CRM's browser support policy. Refer to the respective CRM's browser support policy for more information:
Salesforce CRM:
https://help.salesforce.com/apex/HTViewHelpDoc?id=getstart_browser_aloha.htm&language=en_US (Salesforce Classic version)
https://help.salesforce.com/apex/HTViewHelpDoc?id=getstart_browsers_sfx.htm&language=en_US (Salesforce Lightning Experience version)
Microsoft Dynamics CRM:
https://support.microsoft.com/en-us/kb/3124955 (MS CRM 2016)
https://support.microsoft.com/en-us/kb/3018360 (MS CRM 2015)
https://support.microsoft.com/en-us/kb/3005167 (MS CRM 2013)
https://support.microsoft.com/en-us/kb/2784954 (MS CRM 2011)
View ArticleInsideView Data Integrity includes native Salesforce workflows that can be used to activate InsideView data throughout your lead-to-revenue cycle. You can automate lead-to-account mapping to allow you to better route leads by account owner, track account level engagement, and measure overallAccount Based Marketing (ABM) effectiveness.
The Lead to Account mapping feature helps marketers identify which leads belong to which accounts, fueling their ABM campaigns
Lead to Account Mapping Pre-requisites
Before enabling the Lead to Account Mapping workflows, complete the following prerequisites:
Complete an Integration setup in InsideView Admin Portal to establish a communication channel between InsideView and Salesforce CRM. For more information, read article Setting Up an Integration for Salesforce CRM in Data Integrity in our Knowledge Base.
Install the latest InsideView package in Salesforce CRM instance. For more information, read the article Installing InsideView in Salesforce CRM in our Knowledge Base. This package installation will create the following fields in Salesforce CRM:
Executive ID
Employment ID
Note: These fields will NOT be available in the Field Mapping screen but can be synced to CRM.
To enable the Lead to Account mapping, follow these instructions:
Step
Description
Details
1
Go to the Unified Portal
In the Data Integrity Dashboard, click the Profile Dropdownat the top and select Admin item to open Admin Portal as illustrated:
In the Account Settings page, click the Integration tab.
Then hover over the integration for which you want to enable the Account Hierarchies feature and click the Edit icon.
2
Go to the lead to account mapping setup
In the Integration Setup page, review the Integration details and click Next.
In the Integration Setup workflow pages, make sure that Data Integrity is enabled as illustrated:
Review your integration user and field mappings for Accounts, Contacts and Leads then click Next to open the Automate account and lead linkages setup page.
3
Enable the Lead to Account Mapping feature
In the Automate account and lead linkages page, you can do the following:
If your CSM has enabled theLead to Account Mappingfeature, select the Activate Default Settings option to create and activate Lead to Account mapping workflows in your Salesforce CRM.
Select the Customize Settings option to create the Lead to Account Mapping workflows in your CRM and activate them later.
Once the Lead to Account Mapping workflows are activated, click Save.
Click theto edit the Lead to Account Mapping workflows based your business process requirements in Salesforce CRM.
Click theto delete the Lead to Account Mapping settings if required.
View ArticleSalesforce CRM allows customers to create account hierarchies (i.e. family tree relationships of a company) to give customers a more complete picture of their customers and prospects. InsideView Data Integrity provides comprehensive company data including a unique identifier that enables automatic account linking in Salesforce by populating InsideView IDs into the Parent ID field on each account in CRM.
By automatically creating and updating Salesforce account hierarchies to mirror InsideViews family tree data, you can ensure that you always have the most up-to-date and complete company data in your CRM, enabling your revenue teams to better understand customers and prospects and grow relationships.
Account Hierarchies Setup Pre-requisites
Before enabling the Account Hierarchy workflows, complete the following prerequisites:
Complete an Integration setup in InsideView Unified Portal to establish a communication channel between InsideView Data Integrity and Salesforce CRM. For more information, read article Setting Up an Integration for Salesforce CRM in Data Integrity in our Knowledge Base.
Install the latest InsideView package in Salesforce CRM instance. For more information, read the article Installing InsideView in Salesforce CRM in our Knowledge Base. This package installation will create the following fields in Salesforce CRM:
Account and Lead Entity
Insideview Company ID
Insideview Parent ID
Insideview Ultimate Parent ID
Note: These fields will NOT be available in the Field Mapping screen but can be synced to CRM.
To enable the Account Hierarchies feature, follow these instructions:
Step
Description
Details
1
Go to the Unified Portal
In the Data Integrity Dashboard, click the Profile Dropdown at the top and select Admin item to open Admin Portal as illustrated:
In the Account Settings page, click the Integrations tab.
Then hover over the integration for which you want to enable the Account Hierarchies feature and click the Edit icon.
2
Go to the Account Hierarchy setup
In the Integration Setup page, review the Integration details and click Next.
In the Integration Setup workflow pages, make sure that Data Integrity is enabled as illustrated:
Review your integration user and field mappings for Accounts, Contacts and Leads then click Next to open the Automate account and lead linkages setup page.
3
Enable the Account Hierarchies feature
In the Automate account and lead linkages page, you can do the following:
If your CSM has enabled theAccount Hierarchiesfeature, select the Activate Default Settings option to create and activate Account Hierarchies workflows in your Salesforce CRM.
Select the Customize Settings option to create the Account Hierarchies workflows in your CRM and activate them later.
Once the Account Hierarchy workflows are activated, click Save.
Click theto edit the Account Hierarchies workflows based your business process requirements in Salesforce CRM.
Click theto delete the Account Hierarchies settings if required.
4
View family tree in Salesforce CRM
Once Account Hierarchies is enabled, log in to your Salesforce CRM and go to any Account Details page and select the Account Hierarchy tab as illustrated:
Now, Salesforce account hierarchies will be mirrored InsideViews family tree data in your CRM without any manual effort by your end users or operations team, making it easier to find related companies and grow relationships
View ArticleAn integration is required by any organization to create a communication channel between InsideView Data Integrity and Salesforce CRM.
Note: InsideView Data Integrity supports only the latest version of Salesforce CRM. An integration setup can be created and configured by a Salesforce System Administrator.
You can create an integration user using these options:
Create a New Integration for Data Integrity
Create New Processes using Quick Setup
Edit the Display Name for an Integration
Note: The Quick Setup is visible only after you setup an integration, including integration user, which is fully configured and linked to Data Integrity.
Create a New Integration for Data Integrity
Before creating a new integration, make sure you have first added the "InsideView Data Integrity" as your custom tab to the Salesforce DRM layout. For more information, read article Configuring the InsideView Data Integrity Custom tab in the Navigation Bar in our Knowledge Base.
Step
Description
Details
1
Allow access to Data Integrity
Once you install the latest InsideView Data Integrity package, click Allow Access Nowto create an integration setup as illustrated:
In the Allow Access dialog, click Allow to grant access to Insideview Data Integrity in your Salesforce CRM.
2
Go to the Data Integrity settings
Once your InsideView Data Integrity account is granted access, log in to Salesforce CRM with your administrator user credentials and click the InsideViewData Integrity tab.
3
Create a new integration
Then clickStart Integration Setup.
Note: This screen will appear only after an InsideView CSM provisions InsideView Data Integrity product for your account and users.
4
Select the integration details
In the Setup an Integration page, enter the following integration details:
Note: You have an option to Create a new Salesforce Integration or Link an Existing Integration.
If you want to Link an Existing Integration, select the Existing Integration link and click Next.
If you want to create new integration, click Create a Salesforce Integration.
Note: In this article, you will learn to create a new integration.
In the Select the Products page, the Data Integrity product is enabled as illustrated:
Click Next.
5
Enter the integration user credentials
In the Setup an Integration page, enter the new username and password plus security token and then clickNext.
For more information, read the article Best Practices to Create an Integration User in Salesforce CRM in our Knowledge Base.
Note: InsideView will check the Data Integrity installation details and if the package is not installed, you will be redirected to download and install the latest package.
6
Select field mappings and set update rules
When you have installed the package, you can select the field mappings and set update rules for Accounts, Contacts and Leads.
Account Field Mappings
Contact Field Mappings
Lead Field Mappings
You can add custom settings forPicklist,Market Segment, andTechnology fields as below:
Industry: For example, select the Show only InsideView Industry value instead of CRM picklist value if you want to only use the InsideView industry values in your CRM.
Market Segment: Click theAdd tagging ruleslink to define how records should be tagged with a market segment details.
On the Tagging Rules pop-up, choose to tag all existing market segments or only one. If you choose the option to tag one market segment, you can drag and drop the market segments to rearrange the priority order. Onceyou'vemade your selection, click Save.
Technology: Click Add preferred technologies to select technologies that matter to your business.
On the Preferred Technologies pop-up enter up to 10 technologies and clickSave.
Once you have selected settings for Field Mappings and Data Integrity Rules, click Next
7
Review details
Review the Salesforce CRM and InsideView Data Integrity field mappings, Account Hierarchies and Lead to Accounting linkages. For more information, read articles Managing Account Hierarchies in Salesforce CRM and Managing Lead to Account Mapping Settings in our Knowledge Base.
Create New Processes using Quick Setup
Once your integration setup is complete, to create new processes for Accounts, Contacts and Leads using the Quick Setup card, follow these steps:
Step
Description
Details
1
Go to Quick Setup card
Log in to InsideView Unified Admin Portal and go toData Integrityand selectQuick Setupcard and click Start.
2
Create new processes
Once you click start, new non-recurring processes for Accounts, Contacts and Leads are created as illustrated:
3
Manage Process
In any Process card, you can perform the following actions :
Click theicon to run the process and then in the Run Data Management Process Now dialog, click Run Now.
Click theicon to edit the process. For more information, read the article Editing an Existing Data Integrity Process in our Knowledge Base.
Click theicon to delete the process.
Edit the Display Name for an Integration
To edit the display name for your Salesforce CRM Integration, follow the steps below:
Step
Description
Details
1
Go to the Settings
Log in to Salesforce CRM and click theProfile Dropdown iconand select theAdminoption.
2
Edit integration
In the Account Settings page, click the Integrations tab. Hover over the Integration that you wish to edit and click the pencil icon.
3
Change the integration details
In the Edit Integration dialog, change the display name and click Next.
Select the Data Integrity product and click Next.
4
Review integration details
If you want to exit the wizard at any time, click the Save & Close link.
View ArticleThis articles provides information about an Integration User and shares the best practices to create this user for InsideView Apex and Data Integrity
Use of Integration User in InsideView Apex
An integration user is required for any organization to create a communication channel between InsideView Apex and their CRM. InsideView recommends you to create an API only integration user in your Salesforce CRM, which will be used across your organization to access InsideView Apex.
Integration User inData Integrity
An integration user is required for any organization to create a communication channel between InsideView Data Integrity and Salesforce CRM.
Important:InsideView recommends that you create an API only integration user in your Salesforce CRM, which will be used across your organization to access InsideView data. The API only integration user can be created and configured only by a Salesforce System Administrator and the integration user credentials will be used by all users in your organization. An Admin User can act as a substitute if your company does not want to create an API only Integration user.
Best Practices to Create an Integration User
Follow these best practices:
Create an integration user in your organization with Administrative permissions, solely for integration purposes.
Make sure to select the API Enabled and API Only User check boxes to allow an integration user to log in via API.
A Salesforce API user must log in first for authentication.
For more information, read Salesforces online help documentation available here: https://help.salesforce.com/articleView?id=000176281&type=1.
Permissions:
For custom field creation, you need to enable the Customize Application permission in Salesforce user profile.
Set up an API Only profile
Create theAPI Onlyprofile which will be set as the profile type of the integration user account.
Step
Description
Details
1
Go to setup
Go toSetup and selectProfilesunderManage Users.
2
Create new profile
In the User Profiles list, clickNew.
3
Clone existing profile
To clone an existing profile, you must have a full Salesforce license. For example, selecta standard or read only user for creating an API user profile.
Set the Profile Name to be "API Only" and clickSave.
4
Edit the profile
Once you save the new profile, an overview of the profile is displayed. ClickEditas illustrated below:
5
Set required permissions segment
Make sure that the Accounts object is set to Read, Create, Editand View All permissions under theStandard Object Permissions.
Note: The Download AppExchange Packagepermission requires you to grant access to Edit HTML templates, Modify All Data, Customize Application, Manage User and Manage Letterheads permissions. When this permission is selected all required permissions are granted automatically.
6
Check API only permission
(Optional) If you don't want the API Only user account to be allowed access to the Salesforce website dashboards, like typical Salesforce users, you can make sure theAPI Only Useroption is checked.
To enable access via an API, select the API Enabled check box in the Administrative Permissions region.
Note:The following fields will NOT be available in global field mapping but will be synced to CRM as hidden fields. All products including Data Integrity, Sales, and Target which push data to CRM should sync these fields.
Account and Lead Entity
Insideview Company Id
Insideview Parent Id
Insideview Ultimate Parent Id
Contact and Lead Entity
Executive Id
Employment Id
7
Save
Scroll down and clickSave.
Create user with 'API Only' profile
Once theAPI Onlyprofile is set up, create a user with this profile.
Step
Description
Details
1
Go to users
In the API Only profile overview page, click View Users.
2
Create new user
In the User Profiles list, clickNew.
ClickNew User.
3
Enter new user details
In the New User page, set theUser LicensetoSalesforceand theProfileasAPI Only, as illustrated below:
4
Save
Scroll down and clickSave.
Now you can use this newly created integration user - under the API Only profile - to initialize the connection between InsideView and Salesforce.
View ArticleOnce your account is commissioned for InsideView Data Integrity by a customer success manager (CSM) or your account administrator, follow these steps to launch InsideView Data Integrity and create a new account management process:
Step
Description
Details
1
Log in to Salesforce
Log in to Salesforce Login with your admin user credentials.
2
Go to Sales app
In the Salesforce home page, click the App Launcher link.
Editing an Existing Data Integrity Process
In the App Launcher window, click the Sales app.
3
Go to the Data Integrity app
In the Salesforce home page, select the InsideView Data Integrity tab.
4
Create an account management process
If you are configuring any process for the first time after your Data Integrity account is provisioned, the following screen appears:
Note: Before creating a data management process, make sure you have configured an Integration for Data Integrity. For information, read the article Setting Up an Integration for Data Integrity in Salesforce CRM in our Knowledge Base.
In the Quick Setup card, click Startto create a new process for Accounts, Contacts and Leads.
Note: If you want to create process for each object separately, click Start in the Custom Setup card.
Select theAccounts link.
If you have already created a process, click New Process to launch process creation workflow page .
Select the Accounts link and click Nextto create a new account management process.
5
Select the segmentation and frequency
Next you can do the following actions:
Select aRecord Segmentationoption:
Manage all accounts(recommended) - When you select this option, all accounts in your Salesforce CRM are managed and will receive updates from InsideView Data Integrity.
Manage a segment of Accounts based on custom criteria - When you select this option, you can define custom criteria to manage accounts based on a dynamic rule.
In theUpdate Frequencyarea, selectthe frequency at which you want to run the account management process to receive updates from InsideView Data Integrity. You can select the following frequency options:
Update accounts on creation - This is a default selection. When you select this option, whenever a new account is created in Salesforce CRM, it will be updated with the most accurate account information from InsideView Data Integrity.
Update accounts now - When you select this option, the segment of accounts you choose to manage will be processed and updated with the latest account data from InsideView Data Integrity immediately upon saving your data management process.
Update accounts on schedule - When you select this option, you can define a schedule for updating accounts with information from Data Integrity. You can enter the Start Date, Start Time, and Recurring options as Daily, Weekly or Monthly.
Note: InsideView Data Integrity will send updatenotifications based on these frequency settings to receive them.
In this example, select the Manage all accountsin record segmentation and the Update accounts on schedule frequency option and then click Next..
6
Preview the account management process
Click See Preview to view accounts that are managed already in Salesforce CRM as illustrated:
For more information about creating a custom rule-based filter for managing accounts, read the article Creating an Accounts Process With Custom Rules in our Knowledge Base.
7
Select the account field update rule
On the Select field update rules page, you will see which InsideView fields are mapped to fields in your CRM, as illustrated:
You can select the update rules for all fields by clicking any of the options at the top of the table or set field-by-field update rules.
For each field, you can choose one of the following option:
Overwrite Always pushes field value updates automatically into your CRM, overwriting your existing values.
Update, if blank Pushes field value updates automatically into your CRM only when the particular field is empty.
Flag only Flags field value updates but does not automatically push them into your CRM. You will receiveemail notifications based on the frequency settings.
Do not update - This option will not send field level updates for your accounts from Data Integrity.
ClickNext.
8
Review and complete process
On the Review your data management process settings page, you can review your account management process settings and click Finish.
In the Save Data Management Process dialog, enter the name for your process and click Save.
9
View and Run Process
Once you have created an account process, you can run, edit or delete the account process.
Click theicon to expand the process that you just created.
Hover over any one of the processes to access the following actions:
Click theicon to immediately run the process and then in the Run Data Management Process Now dialog, click Run Now.
Click theicon to edit the process. For more information, read the article in our Knowledge Base.
Click theicon to delete the process.
View ArticleInsideView Data Integrity usesa dynamic account management process to pull account data directly from Salesforce CRM integration.As soon as a process runs successfully,you will be able to review the total number of account matches and updates that are processed.
Note:InsideView Data Integrity allows you to receive updates for your Salesforce CRM for account, contact and lead objects based on custom rules that you define.
This article provides detailed instructions about how to create a dynamic account management process with custom rules:
Step
Description
Details
1
Log in to Salesforce
Log in to Salesforce Login with your admin user credentials.
2
Go to Sales app
In the Salesforce home page, click the App Launcher link.
Create an Account Object Process in Salesforce CRM
In the App Launcher window, click the Sales app.
3
Go to the Data Integrity app
In the Salesforce home page, select the InsideView Data Integrity tab.
4
Create a data management process
If you are configuring any process for the first time after your Data Integrity account is provisioned, the following screen appears:
Note: Before creating a data management process, make sure you have configured an Integration for Data Integrity. For information, read the article Setting Up an Integration for Data Integrity in Salesforce CRM in our Knowledge Base.
In the Quick Setup card, click Startto create a new process for Accounts, Contacts and Leads object.
Note: If you want to create process for each object separately, click Start in the Custom Setup card.
Select theAccounts link.
If you have already created a process, click New Process to launch account management process creation workflow page .
ClickNextto create a new account management process.
5
Select the segmentation and frequency
Next you can do the following actions:
Select theRecord Segmentationoptions:
Manage all records(recommended) - When you select this option all accounts in your Salesforce CRM are managed and will receive updates from InsideView Data Integrity.
Manage a segment of accounts based on custom criteria - When you select this option, you can define custom criteria to manage accounts based on a dynamic rule.
In theUpdate Frequencyarea, selectthe frequency at which you want to run the accounts process to receive updates from InsideView Data Integrity. Select the following frequency options:
Update accounts on schedule - When you select this option, you can define a schedule for updating accounts with information from Data Integrity. You can enter the Start Date, Start Time, and Recurring options as Daily, Weekly and Monthly.
Note: InsideView Data Integrity will send updatenotifications based on the frequency settings to receive them.
In this example, select the Manage a segment of accounts based on custom rules in record segmentation and the Update accounts on schedulefrequency option and then clickNext.
6
Define a custom criteria
If Salesforce CRM Integration credential matches with CRM organization ID, theAccount Segmentarea appears:
You can define custom criteria to manage a segment of accounts by clicking either+Add Conditionor+Add Rule.
Add Rule Adds a single rule where you can define the field name, operator, and value(s) you want to use to filter accounts.
Add Condition Adds a set of nested rules to filter accounts based onifandthenclauses.
7
Add a condition
When you click + Add Condition, enter the following details to define the condition:
Field Name select any field that you want to use to filter accounts.
You can select a field that appears in the Field Name options. The Datatype and the corresponding Salesforce CRM field name is selected for the field you choose from the list of options. For example, select the Account Name field.
Operator After entering theFieldName, select the appropriateOperator. Below is a list of datatypes and the operators available for each datatype:
String:equal, not equal, ends with, starts with, does not start with, does not end with, contains, doesnt contain, in, not in, is empty, is not empty.
Boolean: equal, not equal to, is empty, is not empty.
Text area: equal, not equal to, like, not like, starts with, does not starts with, ends with, does not end with.
Double/Number: equals, not equal, greater than, greater than or equal, lesser than, lesser than or equal, is empty, is not empty.
URL: equal, not equal to, like, not like, starts with, does not starts with, ends with, does not end with.
Value Once you have entered Field Name and selected an Operator, enter theValuefor the field criteria. You can also add multiple values by separating them with a comma. To add multiple values, use the IN operator.
Use Case Examples
Here are a few use caseexamples of filters, showing the different fields used in Salesforce CRM with an operator and a sample value:
Select theindustryfield, operator asequaland enter value asMedia. This filter willretrieve allaccounts that have an industrytype that equals Media.
Notice that the output of your rule appears at thebottom of the query builder.
Select theCreated Datefield, operator asgreater and enter the date as 11/30/2017. This filter will manage only accounts that have a Created Date that starts after November, 30th, 2017.
Select theBilling State/Provincefield, operator asNotequal, and enter the state name such as CA. This filter will retrieve accounts from states other than CA (California).
Select theAccount Namefield, operator asstarts withand enter the value as In. This filter fetch accounts that start with In in the account name field in Salesforce CRM.
8
Select the account field mappings
On theSelect field update rules page, some InsideView Data Integrity fields will bemapped to fields in your Salesforce CRM by default, as illustrated:
You can select the Field Mapping setting for all fields by clicking any of the options at the top of the table or set field-by-field update rules.
For each field, you can choose one of the following options:
Overwrite Always pushes field value updates automatically into your CRM, overwriting your existing values.
Update, if blank Pushes field value updates automatically into your CRM only when the particular field is empty.
Flag only Flags field value updates but does not automatically push them into your CRM. You will receiveemail notifications based on the frequency settings.
Do not update - This option will not send field level updates for your accounts from Data Integrity.
ClickNext.
9
Review and complete process
On the Review your data management process settings page, you can review your account management process settings and click Finish.
In the Save Data Management Process dialog, enter the name for your process and click Save.
For more information, read the article in our Knowledge Base.
View ArticleFollow these steps to edit an InsideView Data Integrity process:
Step
Description
Details
1
Log in to Salesforce
Log in to Salesforce Login with your admin user credentials.
2
Go to Sales app
In the Salesforce home page, click the App Launcher link.
Creating an Account Management Process in Salesforce CRM
In the App Launcher window, click the Sales app.
3
Go to the Data Integrity app
In the Salesforce home page, select the InsideView Data Integrity tab.
4
Edit the Process
Click theicon to expand the process that you want to edit.
Click theicon to edit the process.
Notice that you cannot edit the entities (Accounts, Contacts or Leads) that are managed by the process and all other options are editable.
For more information to edit the options, read the in our Knowledge Base.
View ArticleInsideView Refresh lets your run Email Validation only two times per a contract year. The email validation process results in changes only when the email address is changed.It is possible to purchase additional validations - please contact your CSM, or salesperson.
Every email address in the InsideView Refresh database has any of the following validation status:
G (GREEN)- VALID EMAILS
LG (LIGHT GREEN) - VALID DOMAINs
R (RED)- INVALID EMAILS
B (BLACK) - FAILED EMAIL VALIDATIONS
B(BLUE) EMAIL PROCESSING
Email Validation Checks
InsideView performs the following email validation checks to measure the authenticity of an email address:
Email Address syntax check : InsideView removes improperly formatted email addresses as per Internet Engineering Task Force (IEFT) standards.
Domain/MX record check : InsideView checks whether the email address entered is valid or fake. If a domain is found to be invalid or an MX record entry is missing, InsideView marks the corresponding email address as invalid.
Role-based account detection: this check sends email to role-based accounts such as postmaster@, info@, sales@, admin@, and so on. In this ways, InsideView detects and flags such email addresses as invalid if needed.
Disposable Email Address (DEA) detection: In this check, InsideView detects throwaway/disposal or junk collector email addresses that needs to be processed. These email addresses are used in SignUp forms or to bypass Login forms which require a valid email address.
Honeypot/ Spam trap detection: detects spam seeds, BOTs, honeypots, blacklist, or bogus email addresses by validating email addresses against the known list of email addresses/domains.
Domain Name System Blacklists (DNSBLs) and URI DNSBLs check: InsideViewwill block messages from specific systems that have a history of sending spam and include those email addressfor blacklisting. A real-time black hole list (RBL) identifies list of IP addresses often used for spamming. A URI DNSBL lists domain names which are found in the body of spam email messages.
Final verification check: InsideView performs deep-level extended SMTP verification on each address. In this check, the email addresses are pinged to verify the existence of email domain without sending an actual email to the inbox.
How to Start Email Validation Process
To start the email validation process, follow these steps:
Step
Description
Details
1
Go to the Email Validation page
Log in to InsideView Refresh website and click the Email Validation link.
2
Start email validation process
If you are running the email validation for the first time, the following screen appears. ClickStart.
3
Confirm email validation
On the Email Validation dialog, review the number of contacts whose business email address will be validated and clickStart Email Validation.
Note: InsideView Refresh allows you to run 2 complete email validation processes per contact year. All contacts within your managed account will consume 1 credit when you run an email validation process out of 2.
4
Review email validations
Once all business email addresses of contacts are validated, the Email Validation Results screen appears.
Click the different colour codes in the top bar to review the following email validation statuses:
Note: You can push the validated emails and employment statuses to the CRM.
View ArticleAn integration user is required for any organization to create a communication channel between InsideView Apex and their CRM. InsideView recommends you to create an API only integration user in your Salesforce CRM, which will be used across your organization to access InsideView Apex.
Note: The API only integration user can be created and configured only by a Salesforce System Administrator and the integration user credentials will be used by all users in your organization. An Admin User can act as a substitute if your company does not want to create an API only Integration user.
Follow these best practices to create an integration user:
Create an integration user in your organization with Administrative permissions, solely for integration purposes.
Make sure to select the API Enabled and API Only User check boxes to allow an integration user to log in via API.
A Salesforce API user must log in first for authentication.
For more information, read Salesforces online help documentation available here: https://help.salesforce.com/articleView?id=000176281&type=1.
Set up an API Only profile
Create theAPI Onlyprofile which will be set as the profile type of the integration user account.
Step
Description
Details
1
Go to setup
Go toSetup and selectProfilesunderManage Users.
2
Create new profile
In the User Profiles list, clickNew.
3
Clone existing profile
To clone the existing profile, you must have a full Salesforce license. For example, selecta standard or read only user for creating an API user profile.
Set the Profile Name to be "API Only" and clickSave.
4
Edit the profile
Once you save the new profile, an overview of the profile is displayed. ClickEditas illustrated below:
5
Set required permissions segment
Make sure that the Accounts object is set to Read and View All permission under theStandard Object Permissions.
Note: The View All permission grants access to view records across the Organization irrespective of the role.
6
Check API only permission
(Optional) If you don't want the API Only user account to be allowed access to the Salesforce website dashboards, like typical Salesforce users, you can make sure theAPI Only Useroption is checked.
To enable access via an API, select the API Enabled check box in the Administrative Permissions region.
7
Save
Scroll down and clickSave.
Create user with 'API Only' profile
Once theAPI Onlyprofile is set up, create a user with this profile.
Step
Description
Details
1
Go to users
In the API Only profile overview page, click View Users.
2
Create new user
In the User Profiles list, clickNew.
ClickNew User.
3
Enter new user details
In the New User page, set theUser LicensetoSalesforceand theProfileasAPI Only, as illustrated below:
4
Save
Scroll down and clickSave.
Now you can use this newly created integration user account - under the API Only profile - to initialize the connection between InsideView Apex and Salesforce.
View ArticleTo add the InsideView Data Integrity custom tab to your Salesforce navigation bar, follow these steps:
Step
Description
Details
1
Customize the navigation bar
To access InsideView Data Integrity directly within Salesforce:
Click on the + icon in the navigation bar
Click the InsideView Data Integritylink in All Tabs as shown below:
InsideView Data Integrity opens within Salesforce as show below:
or,
Click on the + icon in the navigation bar and then click Customize My Tabs.
2
Add InsideView Data Integrity tab
Select the InsideView Data Integrity tab from the Available Tabs list and click Add.
Use the Up and Down buttons to place the InsideView DataIntegrity custom tab in your preferred location. Click Save.
3
Access InsideView custom tab
Once the process is completed, you can see the InsideView Data Integritycustom tab on the navigation bar.
4
Enable the Custom tab from the Profiles
When the Custom Tab is marked as hidden for your Salesforce Profile, follow these steps to enable it:
Log in to Salesforce CRM with your user profile credentials.
Go to the Profiles page.
Scroll down to verify theInsideView Data Integrityin the Custom TabSettings.
If the Custom Tab Settings is hidden, click Edit and change the InsideView Data Integritysetting to Default On as illustrated.
Click Save.
View ArticleOnce your account is commissioned for InsideView Data Integrity by a customer success manager (CSM) or your account administrator, follow these steps to launch InsideView Data Integrity application and create a new contact management process:
Step
Description
Details
1
Log in to Salesforce
Log in to Salesforce Login with your admin user credentials.
2
Go to Sales app
In the Salesforce home page, click the App Launcher link.
Editing an Existing Data Integrity Process
In the App Launcher window, click the Sales app.
3
Go to the Data Integrity app
In the Salesforce home page, select the InsideView Data Integrity tab.
4
Create a contact management process
If you are configuring any process for the first time after your Data Integrity account is provisioned, the following screen appears:
Note: Before creating a data management process, make sure you have configured an Integration for Data Integrity. For information, read the article Setting Up an Integration for Data Integrity in Salesforce CRM in our Knowledge Base.
In the Quick Setup card, click Startto create a new process for Accounts, Contacts and Leads object.
Note: If you want to create process for each object separately, click Start in the Custom Setup card.
Select theContactslink.
If you have already created a process, click New Process to launch process creation workflow page.
Click Nextto create a new contact management process.
5
Select the segmentation and frequency
Next you can do the following actions:
Select theRecord Segmentationoptions:
Manage all contacts(Recommended) - When you select this option, all contacts in your Salesforce CRM are managed and will receive updates from InsideView Data Integrity.
Manage a segment of contacts based on custom criteria - When you select this option, you can define a custom criteria to manage contacts based on a dynamic rule.
In theUpdate Frequencyarea, selectthe frequency at which you want to run the contacts process to receive updates from InsideView Data Integrity. You can select the following frequency options:
Update contacts on creation - This is a default selection. When you select this option, whenever a new contact is created in Salesforce CRM, it will be updated with most the accurate contact information from InsideView Data Integrity.
Update contacts now - When you select this option, all existing and new accounts in the Salesforce CRM are updated with latest account data from InsideView Data Integrity immediately upon saving your data management process.
Update contacts on schedule - When you select this option, you can define a schedule for updating contacts with information from Data Integrity. You can enter the Start Date, Start Time, and Recurring options as Daily, Weekly and Monthly.
Note: InsideView Data Integrity will send updatenotifications based on the frequency settings to receive them.
In this example, select the default record segmentation and frequency options and then clickNext.
6
Preview the account management process
Click See Preview to view contacts that are managed already in Salesforce CRM as illustrated:
For more information about creating a custom rule-based filter for managing contacts, read the article Creating Account Management Process With Custom Rules in our Knowledge Base.
7
Select the contact field update rule
On the Select field update rules page, you will see which InsideView fields are mapped to fields in your CRM, as illustrated:
You can select the update rules for all fields by clicking any of the options at the top of the table or set field-by-field update rules.
For each field, you can choose one of the following option:
Overwrite Always pushes field value updates automatically into your CRM, overwriting your existing values.
Update, if blank Pushes field value updates automatically into your CRM only when the particular field is empty.
Flag only Flags field value updates but does not automatically push them into your CRM. You will receiveemail notifications based on the frequency settings.
Do not update - This option will not send field level updates for your contacts from Data Integrity.
ClickNext.
8
Review and complete process
On the Review your data management process settings page, you can review your contacts process settings and click Finish.
In the Save Data Management Process dialog, enter the name for your process and click Save.
9
View and Run Process
Once you have created a contacts process, you can run, edit or delete the contact process.
Click theicon to expand the process that you just created.
Hover over any one of the processes to access the following actions:
Click theicon to run the process and then in the Run Data Management Process Now dialog, click Run Now.
Click theicon to edit the process. For more information, read the article in our Knowledge Base.
Click theicon to delete the process.
View ArticleOnce your account is commissioned for InsideView Data Integrity by a customer success manager (CSM) or your account administrator, ollow these steps to launch InsideView Data Integrity application and create a new lead management process:
Step
Description
Details
1
Log in to Salesforce
Log in to Salesforce Login with your admin user credentials.
2
Go to Sales app
In the Salesforce home page, click the App Launcher link.
Process
In the App Launcher window, click the Sales app.
3
Go to the Data Integrity app
In the Salesforce home page, select the InsideView Data Integrity tab.
4
Create a lead management process
If you are configuring any process for the first time after your Data Integrity account is provisioned, the following screen appears:
Note: Before creating a data management process, make sure you have configured an Integration for Data Integrity. For information, read the article Setting Up an Integration for Data Integrity in Salesforce CRM in our Knowledge Base.
In the Quick Setup card, click Startto create a new process for Accounts, Contacts and Leads object.
Note: If you want to create process for each object separately, click Start in the Custom Setup card.
Select theLeadslink.
If you have already created a process, click New Process to launch process creation workflow page .
Click Nextto create a new lead management process.
5
Select the segmentation and frequency
Next you can do the following actions:
Select theRecord Segmentationoptions:
Manage all records(recommended) - When you select this option, all leads in your Salesforce CRM are managed and will receive updates from InsideView Data Integrity.
Manage a segment of leads based on custom criteria - When you select this option, you can define a custom criteria to manage leads based on a dynamic rule.
In theUpdate Frequencyarea, selectthe frequency at which you want to run the leads process to receive updates from InsideView Data Integrity. You can select the following frequency options:
Update leads on creation - This is a default selection. When you select this option, whenever a new lead is created in Salesforce CRM, it will be updated with most accurate lead information from InsideView Data Integrity.
Update leads now - When you select this option, all existing and new leads in the Salesforce CRM are updated with latest lead data from InsideView Data Integrity immediately upon saving your data management process.
Update Leads on Schedule - When you select this option, you can define a schedule for updating leads with information from Data Integrity. You can enter the Start Date, Start Time, and Recurring options as Daily, Weekly and Monthly.
Note: InsideView Data Integrity will send updatenotifications based on the frequency settings to receive them.
In this example, select the default record segmentation and frequency options and then clickNext.
6
Preview the lead management process
Click See Preview to view leads that are managed already in Salesforce CRM as illustrated:
For more information about creating a custom rule-based filter for managing leads, read the article Creating an Accounts Process With Custom Rules in our Knowledge Base
7
Select the lead field update rule
On the Select field update rules page, you will see which InsideView fields are mapped to fields in your CRM, as illustrated:
You can select the update rules for all fields by clicking any of the options at the top of the table or set field-by-field update rules.
For each field, you can choose one of the following option:
Overwrite Always pushes field value updates automatically into your CRM, overwriting your existing values.
Update, if blank Pushes field value updates automatically into your CRM only when the particular field is empty.
Flag only Flags field value updates but does not automatically push them into your CRM. You will receiveemail notifications based on the frequency settings.
Do not update - This option will not send field level updates for your leads from Data Integrity.
ClickNext.
8
Review and complete process
On the Review your data management process settings page, you can review your leads process settings and click Finish.
In the Save Data Management Process dialog, enter the name for your process and click Save.
9
View and Run Process
Once you have created an account process, you can run, edit or delete the account process.
Click theicon to expand the lead management process that you just created.
Hover over any one of the processes to access the following actions:
Click theicon to run the process and then in the Run Data Management Process Now dialog, click Run Now.
Click theicon to edit the process. For more information, read the article Editing an Existing Data Integrity in our Knowledge Base.
Click theicon to delete the process.
View ArticleHow many Market Segments can I create?
InsideView Apex has no limit on the number of Market Segments you can create.
How many Account Based Lists can I create or visualize?
InsideView Apex has no limit on the number of Account Based Lists you can create or visualize.
How many users can I have for InsideView Apex?
While there is no limit to the number of users you can add, InsideView Apex is designed to boost your go-to-market efficiency and, as a best practice, should be limited to leaders on the teams that are making those decisions.
Why am I unable build a dynamic list even though my Salesforce.com OrgID and Microsoft Dynamics CRM Org ID appears in the menu?
This can happen when an integration between that particular Salesforce.com and Microsoft Dynamics CRM instance and InsideView Apex does not exist. Your administrator can set up an integration user for you and configure the user credentials to create the communication channel.
For more information, you can read the article Best Practices for Creating an Integration User in our Knowledge Base.
Why are some of the companies on my list not in my market segment?
Usually it is because one or more firmographicattributes falls outside the Market Segment definition. Industry is the most common attribute that might exclude a company from your market segment. You can define this attribute while creating a market segment as illustrated below:
Creating a Dynamic Account Based List from Microsoft Dynamics CRM
How can I see the companies on a list that are NOT inside my Market Segment?
In the top left pane under the Addressable Market section, click theradio button that has your list name and then select the Non-Overlap check box. You can then click on the Companies tab to see the companies not in the market segment:
What happens when I "Publish" a market segment?
The Publishoption enables you to tag companies that fit the criteria for that particular market segment. When publishing a market segment, you can also add a note to InsideView Sales users thatcan help your sales, marketing, or other teams know how to take action on market segment accounts. Market segment notes and tags will be visible either in the CRM and at my.insideview.com the InsideView Sales website.
How do I find contacts for the companies on my Account Based List?
This feature is available in InsideView Target, which is often purchased along with InsideView Apex. Any Account Based List that you create and save in InsideView Apex is automatically available in InsideView Target where you will be able to find contacts who work at the companies on your list.
How do I get to a more granular view of Company Location?
In the Company Location map, click on Country and select United States or Canada from the drop down to get a more granular view of your total addressable market. To revert back to the map of the world, click on Global in the map.
How do I search by NAICS Ownership Type, or other criteria in a Market Segment?
In the left hand pane of the Market Segment view, you can add several types of criteria such asCompany Status, Ownership Type, Annual Lists & Indexes, Contact Info and Social Media.
For example, to add aNorth American Industry Classification System (NAICS) business code, click on the caret to expand the NAICS section and enter 522110for Commercial Bankingas shown below:
I've created a dynamic list and my data has changed, so why don't I see any changes reflected in InsideView Apex?
InsideView Apex does not automatically update a dynamic list. To update your dynamic list, go to the Account Based Lists section, hover over any dynamic list, and click the refresh icon. This will update the list.
Warning: Once you refresh a list, you cannot go back to the previous state.
I uploaded a list with 100 companies, and got 100 matches. Why aren't there 100 companies in my Account Based List?
The most likely reason for this is that there are duplicate accounts on your list. For example, your list may have two branch offices of IBM that were both matched to the IBM headquarters record in InsideViews database You can review your matches at any time by hovering over a list, and selecting the Pencil icon.The Companies and Matches columns on this page are intended to help you see if there are duplicates.
When I use the search box in InsideView Apex, what am I searching on?
InsideView Apex currently only searches on company name.
Is there a way to accept "suggested matches" more quickly?
Yes. To accept suggested matches in bulk, click the checkbox in the table header, which will select all matches on the current page, and click the Confirm button on the right side of the page.. Even if some companies on the page are unmatched, you still will be able to confirm all the selected suggested matches, as illustrated below:
Why and when should I enable the primary business search option for companies?
This option allows you to find companies based on the industry that comprises the largest portion of their business dealings. For example, Sonys primary business is Electronics and it has more than 50 sub-businesses in which they are involved. You may not want to see Sony in your search results if you have selected industries outside of Sony's primary business. In this example, if you turn on the "Search only primary business" filter and select any industry besides "Electronics," you will not see Sony in your search results. For more information, read the article Creating a Market Segment in our Knowledge Base.
How are recommendations of similar companies calculated? What factors are taken into account?
Our recommendation logic uses predictiveAI based on a machine learning technique called clustering. This draws inferences from a company's firmographic data and derives "specialties," which are like product offerings or areas of focus for a business.
The recommendations are based primarily on "specialites" and other factors like company size, industry, and geography.
When creating a dynamic list, how do I add multiple values in a single rule?
Once you have selected a Field Name, you must use the IN Operator in order to add multiple values, separated by a comma, in the Value field. For more information, you canread the article Creating a Dynamic Account Based List in our Knowledge Base.
Why am I not getting recommendations for my list?
Recommendations are generated based on several factors that help us find key commonalities among companies on your list. If your list is too small or the companies on your list are too dissimilar, for example, there may not be enough data to identify the key commonalities required for finding good recommendations.
An Account Based List must have a minimum of 50 companies in it to find/retrieve recommendations of similar companies.
What is the difference between a rule and condition?
A dynamic list pulls account data directly from CRM via an integration user. You can add list of filters for selecting accounts by clicking either click+Add Conditionor+Add Rule.
Add Rule Adds a single rule where you can define the field name, operator, and value(s) you want to use to filter accounts.
Add Condition Adds a set of nested rules to filter accounts based onifandthenclauses.
Examples
Here are few use caseexamples of filters, showing the different fields used in Salesforce CRM with an operator and a sample value:
Select theindustryfield, operator asequalsand enter value asMedia. This filter willretrieve allaccounts that have an industrytype that equals Media.
Notice that the output of your rule appears at the bottom of each rule.
Select theCreated Datefield, operator asgreater and enter the date. This filter will manage only accounts that have a Created Date that starts after November, 30th, 2017.
Select theBilling State/Provincefield, operator asNotequal, and enter the state name such as CA. This filter will retrieve accounts from states other than CA (California).
Select theAccount Namefield, operator asstarts withand enter the value as In. This filter fetch accounts that start with In in the account name field in Salesforce CRM. To add multiple values, use the IN operator.
Note: The set of rules above combined together form a nested if and then rule also known as condition.For more information, read articles Creating a Dynamic Account Based List from Salesforce CRM and in our Knowledge Base.
How does analytics for account/opportunities or leads that are part of multiple market segments calculated?
InsideView Apex uses the following approach to store analytics of the opportunities or leads:
In Aggregate view, if a lead or opportunity is part of multiple market segments, it will be counted only once.
In Comparison view, if a lead or opportunity is part of multiple market segments, it will considered individually in each market segment.
In the Funnel Conversion Chart, what exactly is conversion rate actually measuring?
In InsideView Apex Analytics, the conversion charts are generated based on deal value and by volume as follows:
By deal value conversion
For leads, it is calculated as the total number of open opportunities in a market segment divided by the number of leads in a market segment (%).
For account/opportunities, it is the total number of open opportunities divided by the total number of leads (%).
By Volume Conversion
For leads, it is the total number of leads in a market segment.
How is win rate calculated?
In InsideView Apex Analytics dashboard, the win rates are calculated based on deal value and by volume as follows:
For closed opportunities, it is calculated as the total amountassociated with all wins in a market segment divided by the total amount associated with all closed opportunities in a market segment(%).
View ArticleInsideView Tech Profiler allows B2B technology sales and marketing teams to focus valuable time and resources on targeting the right prospects based on the technologies they use. Tech Profiler is integrated directly into InsideView Sales and it enablesyou to find new prospects based on the technology they use. What this means is if your solutionsare aimed at specific technologies, then you need to know whos using them.
Note: InsideView Tech Profiler isan optional add-on that can be purchased separately along withInsideView Sales (Enterprise or Account Management) and InsideView Target license.
Let's assumeyou are working for a technology company and your product suite can integrate into or support another technology. As a Sales and Marketing professional, it would be very useful if you know who's using which technology or who's using your competitor's solutions. Tech Profiler will precisely help you know all about this. Tech Profiler will help you:
Find more ideal prospects who use complementary technologies
Drive sales efficiency and results with tech profiles inside CRM
InsideView Tech Profiler tracks3200front-end and back-end hardware and software technologies. Over time this list will expand as the market demands. Tech Profiler is available for 525,000 companies across the United States and Europe.
View ArticleThis article helps you to use Insights, powered by InsideView to find new prospect companies based on the technology they use.
Tech Profiler empowers you to find new prospects, plan account strategies and keep tabs on key target accounts based on technologies they use that are relevant for your sales and marketing teams. For example, if you sell to companies who also use Microsoft Dynamics 365 Online CRM, you will be able to find accounts and track companies that use that particular CRM.
IMPORTANT: Tech Profiler is an add-on to Insights, powered by InsideView. In Insights solution, it appears only when you purchase Tech Profiler add-on for your Insights account separately as an additional tab on the Company Insights page.
Tech Profiler tracks 3,200 front-end and back-end hardware and software technologies. Over time this list will expand as the market demands. Tech Profiler is available for 525,000 companies across the United States and Europe.
View ArticleInsights, powered by InsideView helps you find more leads, win more deals and grow and retain your accounts. Insights infuses your Microsoft Dynamics CRM Online or 365 with essential company and contact data, business insights and selling triggers, and connects directly to your largest referral network and social media feeds. The information in Insights is constantly updated from more than 40,000 news, financial, editorial, and social-sources and is validated with our data science technology to ensure that you have the most accurate and complete information.
Note: The product Insights, powered by InsideView is referred as Insights. In some cases, Insights is used to refer to specific features of this product, such as Tab names and User Interface (UI) elements. These references should not be confused with the product name.
The next sections of this article provideyoudetailed steps to install Insights, powered by InsideView in Microsoft Dynamics CRM Online and Dynamics 365.
Important Notes:
If your organization restricts network access by third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from InsideView:
52.4.63.192 to 52.4.63.223
64.56.203.0 to 64.56.203.255
The Insights mashup may not load because you have not added InsideView and Microsoft's website to Trusted Sites. For more information, read the article Configuring Web Browser Settings in our Knowledge Base.
Insights, powered by InsideView is available for the following Microsoft subscription types:
Dynamics CRM Online Professional
Dynamics CRM Online Enterprise
Dynamics 365 Plan 1
Dynamics 365 Plan 2
Dynamics 365 for Sales
Dynamics 365 for Customer Service
Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation
Installing Insights, powered by InsideView in Dynamics CRMOnline and Dynamics 365
Effective November 2016, installing Insights, powered by InsideView is done through Microsoft's AppSource Marketplace.
Step
Description
Details
1
Get Insights solutions
From the Insights page in AppSource, clickGet It Now. Microsoft's Support Team
2
Log in to Microsoft Dynamics CRM
Enter your login credentials and click Sign in to open Microsoft AppSource.
3
Accept Terms of Use
Click Continue to open the Terms of Usepage.
4
Select the check boxes
On the Terms of Use page, select the Agree to Microsofts Legal Terms and Privacy Statement and Agree to Privacy Statement and Legal Terms for importing solutions into Dynamics 365 check boxes andclickAgree.
5
Verify the installation status
Verify the status for the Insights, powered by InsideView solution is now Installation pending, which indicates the installation has started.
6
Check installation
Verify the status for the Insights, powered by InsideView solution changes to Installed, indicating that installation was successful.
7
Make Insights available
Make Insights, powered by InsideView available to everyone in your organization.
Note: Anyone who is set up as an Office 365 global administrator can make Insights, powered by InsideView available to all users in the organization. We recommend administrators should grant access via this option which provides the most seamless and managed experience.
Open any account, lead, contact or opportunity record in CRM to open the Insights, powered by InsideView window.
Go to Microsoft Dynamics CRM > Settings > Org Settings.
On the Insights, powered by InsideView screen, clickContinue to enable OAuth for all users in an organization.
8
Accept OAuth access
When prompted, sign in with your administrator credentials and click Accept.
9
Grant Access and complete installation
Once the installation is complete, navigate to any Account, Lead, Opportunity or Contact view to access Insights.
The user access request starts automatically, and you will know it is finished when you see the Insights Organizational Settings page in the CRM window.
Note: Only administrators will see this page.
Note: After Steps 6-11 have been completed, you will receive an email from Microsoft Online Services Team notifying you that An application has been granted access to data in Windows Azure AD. and Insights, powered by InsideView is now available to all users in the organization.
If you have any questions, please contact .
View ArticleYou can create custom forms under Account, Contact, Lead, and Opportunity entities and enable Insights on those forms. Follow the instructions in this article to enable the Insights application.
To create a custom form under Account, Contact, Lead, and Opportunity entities, refer to theMicrosoft Dynamics CRM Online Help Documentation.
Enabling InsideView Insights 4.0 and 4.2 for Custom Web Forms
Followthese steps only to enable InsideView Insights 4.0 and 4.2 InsideView Insights solution package in custom web forms:
Step
Description
Details
1
Open the Main Custom form.
Go to Settings > Customization > Customize the System > Entities > Account > Form > Select the Entity Main form.
The following screen appears:
Installing InsideView Insights via AppSource Marketplace
2
Add the Insights 4.0 connector
Select the Section and click theInsert tab.
On the Insert tab, click the Web Resource icon.
3
Add the Web Resource properties
On the Web Resources page, enter the following properties:
Search and select the iv_/webpages/summary_mashup.htmweb resource.
Enter the Field Name and Label Propertiesfield values asWebResource_InsightsandInsights.
Enter the Web Resource Custom Parameter(data) property values as "solutionVersion=4.1&crm_version=v123".
Select thePass record object-type code and unique identifier as parameters andEnable for Tabletcheck boxes.
4
Add the Formatting tab properties
Select the Formatting tab and change the following values:
Select the One-Column check box.
Enter the value Number of Rowsas 20.
Select theAutomatically expand to use available spacecheck box.
Deselect the Display Border check box.
Click OK.
5
Createthe Insights Navigation Link page
Double-click on the Common tile to make it editable. On the Custom Form page, select Insightsin the left pane and click the Navigation Link icon as illustrated below:
Note: If the Insights link does not exist under the Common tile, create a new Navigation Link.
6
Add Navigation Link properties
On the Navigation Link dialog box, enter the following information:
Nameas Insights.
Icon as iv_/images/insights_32px.png
Search and select the Web Resource URLas iv_/webpages/detail_mashup.htm.
ClickOK.
7
Go to the FormProperties page
Select the Insightstab and click the Form Properties iconto bring upthe Form Properties page.
8
Modify the custom form properties
On the Form Properties page, select the Parameters tab and enter the following information:
Click the+ Add icon.
Enter theNameas iv_onLoadAction.
Enter theTypeasSafeString.
ClickOK.
9
Save and Publish
Click Save,then click Publish.
Note: Repeat steps 1-9 for Account, Contact, Opportunity, and Lead Microsoft Dynamic CRM entities.
Result:
Now, you can navigate to the Account Details page to launch the Insights application in the narrow mash up.
Enabling InsideView Insights 4.3 for Unified Client Interface (UCI) Application
InsideView Insights is now available via Microsofts AppSource Marketplace and can be installed directly from the marketplace. For more information, read the article in our Knowledge Base.
Note: Insights InsideView 4.3 is supported in Unified Client Interface (UCI) view of Microsoft Dynamics 365 version 9.0.
Follow the instructions in this section to enable InsideView Insights for UCI application:
Step
Description
Details
1
Open the Main Custom form.
Go to Settings > Customization > Customize the System > Entities > Accounts > Forms.
Select the Entity Main form. The following screen appears:
2
Add the Web Resource properties
Double-click the section where InsideView Web Resource (WebResouce_Insights) is configured to open the Web Resource Properties dialog.
In the Web Resources Properties dialog, enter the following properties:
Search and select the iv_/webpages/summary_mashup.htmweb resource.
Select theVisible by defaultandEnable for mobilecheck boxes.
Select thePass record object-type code and unique identifier as parameters
ClickOK.
3
Add InsideView Insights navigation link
Follow instructions in step 5 to 8 in the previous section to add InsideView Insights link.
4
Save and Publish
Click Save,then click Publish.
Note: Repeat these steps for Account, Contact, Opportunity, and Lead Microsoft Dynamic CRM entities.
Result:
Now, you can navigate to the Account Details page to launch the Insights application in the narrow mash up.
View ArticleThis article provides instructions to configure browser setting to grant access to Insights, powered by InsideView in your organization.
Problem
The Insights mashup may not load and display the following error message:
"User account identifier is not provided. Add *.insideview.com to the set of trusted sites".
This issue occurs when about blank, InsideView and Microsoft websites are not part of the trusted sites in your web browser and the system is unable to keep the session live.
Solution for Internet Explorer
To resolve this issue, follow these steps:
Step
Description
Details
1
Go to Trusted Sites
Go to Internet Explorer > Internet Options > Security tab and select the Trusted Sites.
http://windows.microsoft.com/en-us/windows/security-zones-adding-removing-websites
2
Add websites
On the Trusted site pop-up, add the following sites:
about:blank
https://login.microsoftonline.com
https://login.windows.net
https://my.insideview.com
Select the Require server verification (https) for all sites in this zone check box if the site is not a secure site.
Click Close.
3
Turn off protected mode
To turn off the protected mode for trusted sites, select the Enable Protected Mode check box.
4
Enable third party access
To enable access to third party cookies, select the Privacy tab and click Advanced.
On the Advanced Privacy Settings dialog, select the Override automatic cookie handling check box.
Select the Accept option for both the First-party and Third-party cookies.
Select the Always allow session cookies check box.
Click OK.
For more information, read Microsofts documentation available here: .
Solution for Google Chrome Browser
To resolve this issue, follow these steps:
Step
Description
Details
1
Go to the Settings page
Click the Settings option in the Chrome Browser.
2
Search for cookies
In the settings page, enter the word cookies and click Search as illustrated below:
Click the Content Settings option and then click Cookies.
3
Turn off block third-party cookies
In the Cookies page, turn off the Block third-party cookiesoption.
4
Save
Click Save.
View ArticleThis article provides instruction to configure the Insights tile and its subareas in custom sitemap in Microsoft Dynamics CRM. The Insights tile is added only to the default sitemap when the Insights package is installed.
Note: These steps are applicable only for the Insights, powered by InsideView 4.2 solution package.
Follow these instructions to enable the Insights features navigation tileon any custom sitemap:
Step
Description
Details
1
Open Sitemap Editor
Log in to Dynamics CRM with System Administrator or System Customizer credentials.
Go to Settings > Customization > Customize the System.
In the Solution Explorer, go to Client Extensions.
Select the sitemap you would like to add the Insights tile on and click Edit.
technical support
The Sitemap Designer opens in a new window.
2
Add an area
In the Sitemap Designer, click Add and select Area.
A new area is added on the sitemap. Enter the following properties:
Enter the Title property value as Insights.
Select Icon for Insight main navigation option for the Icon property value
Enter the ID property value as InsightsMain.
Select the Show Groups check box.
3
Add groups
Select the Insights area and drag and drop two groups from the Components panel, into the area.
Enter the property values for each group:
Group 1 - Features
Enter the Title property value as Features.
Enter the ID property value as InsightsFeatures.
Group 2 - Settings
Enter the Title property value as Settings.
Enter the ID property value as InsightsSettings.
4
Add sub areas
Select the group to which you want to add a subarea and click Add > Subarea. Add two subareas to the Features group and three subareas to the Settings group.
Enter the following property values for each subarea:
Subarea 1:property values for subarea Discovery Center:
URL: $webresource:iv_/webpages/discovery_center.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140
Title: Discovery Center
Icon: Icon for Discovery Center
ID: nav_discoverycenter
Select the Parameter Passing check box
Subarea 2: property values for subarea List Build:
URL: $webresource:iv_/webpages/list_build.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140
Title: List Build
Icon: Icon for List Build
ID: nav_listbuild
Select the Parameter Passing check box
Subarea 3: property values for subarea User Settings:
URL:$webresource:iv_/webpages/insights_settings.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140%26settingsType%3Duser
Title: User Settings
Icon: Icon for User Settings
ID: nav_insightssettings
Select the Parameter Passing check box
Subarea 4:property values for subarea Org Settings:
URL:$webresource:iv_/webpages/insights_settings.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140%26settingsType%3Dadmin
Title: Org Settings
Icon: Icon for Org Settings
ID: nav_insightssettingsadmin
Select the Parameter Passing check box
Sub area 5: property values for subarea About Insights:
URL: $webresource:iv_/webpages/about_insights.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140
Title: About Insights
Icon: Icon for About Insights
ID: nav_insightsabout
Select the Parameter Passing check box
5
Save and publish
Click Save.
Once the changes are saved, click Publish. Now, you can see the Insights tile on the custom sitemap.
If you face any issues, submit a request for . InsideViews support team will contact you to address your problem.
View ArticleThis article provides instruction to configure the Insights tile and its subareas, using the XrmToolBox, in custom sitemap in Microsoft Dynamics CRM. To manually add the Insights tile using Sitemap Designer read the Configuring Insights Tile in Custom Sitemaps for Microsoft Dynamics 365, Dynamics CRM Online article in our Knowledge Base.
Prerequisites
Get the latest version of XrmToolBox from here.
Connect to your Dynamics CRM instance using System Administrator credentials by clicking the Connect link in the menu bar.
Enable the SiteMap Editor plugin.
technical support
Once you are connected to your Dynamics instance through the XrmToolBox, follow the steps below to add the Insights tile to your sitemap:
Note: These steps are applicable only for the Insights, powered by InsideView 4.2 solution package.
Step
Description
Details
1
Load the sitemap
Open the SiteMap Editor in XrmToolBox and click the Load SiteMap link as illustrated:
Choose the sitemap on which you want to add the Insights tile in the Sitemap selection pop-up and click OK.
Note: The Default sitemap will already have the Insights tile added.
2
Add Insights XML component
Click here to download the Insights XML component.
Save the downloaded XML file on your computer.
In the XrmToolBox SiteMap Editor, click on SiteMap.
Click the Add Component with Xml icon as shown below:
Copy and paste the contents of the downloaded XML file in the Add Xml content pop-up window and click OK.
A new area InsightsMain, is added to the sitemap as illustrated:
3
Update sitemap
Click on Update SiteMap link to save and publish the sitemap customization.
Once sitemap is updated, you can see the Insights tile added to the sitemap of your Dynamics instance as shown below:
In case of any issues, submit a request for . InsideViews support team will contact you to address your problem.
View ArticleYou can install InsideView Insights 4.2 in Microsoft Dynamics CRM 2015 version and above. In order to install InsideView Insights 4.2 in older versions of Microsoft Dynamics CRM, such as 2011 and 2013, it is recommended to upgrade your CRM to a newer version.
Before you begin your installation, please read the Admin Notes for Installing InsideView Insights for Microsoft Dynamics 365 article in our Knowledge Base and ensure that pop-up blockers are turned off in your web browser.
Step
Description
Details
1
Download Insights 4.2
Download the InsideView Insights 4.2 package from the InsideView Insights: https://www.insideview.com/insights-enterprise/ web page.
Making InsideView Insights Available through the Dynamics CRM Online Web Client
Click the Download Now link as illustrated above.
2
Log in to Dynamics
Log into your Microsoft Dynamics CRM as an Administrator with the System Customizer role.
3
Open Solution Explorer
Navigate to Settings > Solutions or Settings > Customization> Solutions.
4
Import the package
Click the Import Solution icon or link and select the downloaded zip file from your local computer.
5
Complete installation
Follow the instructions in the installation prompt to complete your installation.
Make InsideView Insights available to everyone in your organization. For more information, read the article, in our Knowledge Base.
View ArticleThis article provides instruction to configure the InsideView Insights tile and its subareas in any custom UCI sitemap (default Sales Hub App or any other custom UCI sitemap) in Microsoft Dynamics CRM. The Insights tile is added only to the default sitemap when the Insights package is installed.
Note: These steps are applicable only for the Insights, powered by InsideView 4.3solution package.
Follow these instructions to enable the Insights features navigation tileon any custom sitemap:
Step
Description
Details
1
Open Sitemap Editor
Log in to Dynamics CRM with System Administrator or System Customizer credentials.
Go to Settings > Customization > Customize the System.
In the Solution Explorer, go to Model-driven Apps.
In the Model-driven Apps page, double-click on any custom UCI app that you wish to configure for InsideView Insights feature access.
technical support
The PowerApps Designer opens in a new window.
2
Add an area
In the PowerApps Designer, select the Site Map you would like to add the InsideView Insights tile on and click the Editicon.
In the Sitemap Designer, click Add and select Area.
A new area is added on the sitemap. Enter the following properties:
Enter the Title property value as InsideViewInsights.
Select Icon for InsideView Insight navigation option for the Icon property value
Enter the ID property value as InsightsMain.
Select the Show Groups check box.
3
Add groups
Select the InsideViewInsights area and drag and drop two groups from the Components panel, into the area.
Enter the property values for each group:
Group 1 - Features
Enter the Title property value as Features.
Enter the ID property value as InsightsFeatures
Enter the value in the Advanced > More Descriptions field as Access Various Features ofInsideView Insights.
Group 2 - Settings
Enter the Title property value as Settings.
Enter the ID property value as InsightsSettings
Enter the value in the Advanced > More Descriptions field as Configure InsideView Insights Preferences.
4
Add sub areas
Select the group to which you want to add a subarea and click Add > Subarea. Add two subareas to the Features group and three subareas to the Settings group.
Enter the following property values for each subarea:
Subarea 1:property values for subarea Discovery Center:
Type: Select the Web Resource option.
URL: $webresource:iv_/webpages/discovery_center.htm or enter the keyword Discovery Center and select the InsideView Insights Discovery Center option.
Title: Discovery Center
Icon: Icon for Discovery Center
ID: nav_discoverycenter
Select the Parameter Passing check box
Expand Advanced > SKUs and select all check boxes
Expand Advanced > Client and select Outlook and Web check boxes
Subarea 2: property values for subarea List Build:
Type: Select the Web Resources option
URL: $webresource:iv_/webpages/list_build.htm or enter the keyword List Build to select InsideView Insights List Build
Title: List Build
Icon: Icon for List Build
ID: nav_listbuild
Select the Parameter Passing check box
Expand Advanced > SKUs and select all check boxes
Expand Advanced > Client and select Outlook and Web check boxes
Subarea 3: property values for subarea User Settings:
URL: $webresource:iv_/webpages/insights_settings.htm?data=settingsType%3Duser
Title: User Settings
Icon: Icon for User Settings
ID: nav_insightssettings
Select the Parameter Passing check box
Expand Advanced > SKUs and select all check boxes
Expand Advanced > Client and select Outlook and Web check boxes
Subarea 4:property values for subarea Org Settings:
URL:$webresource:iv_/webpages/insights_settings.htm?data=settingsType%3Dadmin
Title: Org Settings
Icon: Icon for Org Settings
ID: nav_insightssettingsadmin
Select the Parameter Passing check box
Expand the Advanced link and select Privileges
In the Entity drop-down, select the Solution item and click Add +
Click > to expand the Privileges for Solution entity and select the create, read, write and delete check boxes
Expand Advanced > SKUs and select all check boxes.
Expand Advanced > Client and select Outlook and Web check boxes.
Sub area 5: property values for subarea About Insights:
URL:$webresource:iv_/webpages/about_insights.htm
Title: About Insights
Icon: Icon for About Insights
ID: nav_insightsabout
Select the Parameter Passing check box
Expand Advanced > SKUs and select all check boxes.
Expand Advanced > Client and select Outlook and Web check boxes.
5
Save and publish
Click Save.
Once the changes are saved, click Publish. Now, you can see InsideViewInsightson the custom sitemap.
If you face any issues, submit a request for . InsideViews support team will contact you to address your problem.
View ArticleBy utilizingInsideViews APIs in yourapplication, you can offer your users:
Rich, accurate and continually updated contact and company data.
Data triangulated from more than 40,000 datasources, including the open web, editorial and financial coverage, user-generated content, and social-media activity.
Validationby proprietary algorithms and by InsideViews editorial personnel.
Efficient searches that return relevant results, based on as little as one search parameter.
Knowledge Base Contents
In the API knowledge base articles, will find some articles on:
Authentication and Authorization
Throttling and Quota Monitoring
Using the Bulk API
You will also find the documentation for each endpoint, organized by collections:
Data API endpoints
Enrich API endpoints
Target API endpoints
Insights API endpoints
Administration endpoints
API Collections and Use Cases
InsideView API are organized in different collections:
theData API collection
theEnrich API collection
theTarget API collection
the Insights API collection
A variety of use casescan be supported with these APIs, and more APIs supporting more use cases are in InsideView's APIs product roadmap.
It is worth noting while discussing use cases, that atfirst glance, the Enrich API collection seems to be very similar to a combination of Data API collection endpoints. However, its use case is substantially different.
Companies Search and Contacts Search are starting points when users have the information to narrow search results down to a specific company or person. The users must know enough about the company or person that they can examine the search results and identify the specific results they want.
By contrast, the Enrich endpoint is used when a user or systemis supplying fragmentary information and desires an algorithmic best match to return theinformation that matches and supplements the fragmentary information. A typical example would be to take marketing leadsgenerated from some source such as a conference boothand to turn those leads into much more complete records for follow-up.
The Target API endpoints corresponds to a different range of use case, where the focus is on acquiring new names (companies or contacts) based on various criteria. This collectionnew collection already offers the ability to acquire new contact names for a given company.
With the Insights API endpoints, you will be able to access different type of information related to companies and contacts, like categorized news.
Exploring the Articles and the APIs
You couldfamiliarize yourself with the API and test your application's ability to access the API by starting with a simple endpoint, such as Companies Search. Some understanding ofthe authentication and authorization features will be necessary, since they are applicableto all endpoints.
With one endpoint understood and utilized, it will be straightforward to complete the understanding of authentication, authorization, throttling and quota monitoring and tobranch out to otherendpoints.
Additional Resources
Supporting articles for those already mentioned include:
Glossary
FAQ
Error Codes
Enhancements
For questions not well or clearly answered by the knowledge base, InsideViewwelcomes feedback and iscommitted to its partners' success with the API. Turn tothe Developer Support knowledge basearticle asyour starting point for giving feedback and accessing additional resources.
View Article
