Set Up Connections

Context

Connections help you find ways to reach people at your target companies based on information you add to Demandbase One for Sales (formerly Sales Intelligence). The categories of information that you can add include:

• Personal Connections: Determine the contacts you’re connected with based on the people you know.
  Tip: Some LinkedIn, Gmail, and Outlook contacts you import may not appear in Demandbase One for Sales. For more information, see Understanding Connections.
• Work History: Identify connections to prospective buyers through your previous employers and coworkers.
• Education: Find referrals to prospects through your fellow alumni.
• Personal Reference Customers: Discover employees at companies you’ve worked with that connect you with target accounts.

Connections and Privacy

Demandbase One for Sales was designed with privacy in mind. When you import your LinkedIn, Gmail, and Outlook contacts to Demandbase One for Sales, nothing gets added to the Demandbase One for Sales database unless you explicitly request it. 

Demandbase One for Sales matches your contacts against people in its database. If the contact exists, Demandbase One for Sales creates a link for you to review the information. Demandbase One for Sales doesn't add contacts without matches to its database. These contacts become your private personal connections or your private network that cannot be accessed by anyone outside of your organization at any time. 

Even though your colleagues can see connections in your private network, they cannot see their contact information. They need to ask you for a referral if they want to reach out to someone in your private network.

Important:

• Contacts in your private network are only visible to you and do not include a link to view their details page.
• Only you have the option to add contacts in your private network to the Demandbase One for Sales database.
• If you add contacts in your private network to the Demandbase One for Sales database, they become available to all users.

Steps: Add LinkedIn Connections

1. To access the Manage Connections page, do one of the following:
   • In the Demandbase One for Sales web app, go to Settings > Manage Connections in the left navigation bar.
   • In the Demandbase One for Sales iFrame or browser extension, click the three lines at the top right and select Manage Connections.
     
2. Click People You Know.
3. Under LinkedIn Connections, click Add Connections.
4. To download your connections data from LinkedIn, do the following:
   a. Go to the LinkedIn Export your data page. For more information, see the LinkedIn documentation. 
   b. Select the Connections checkbox and click Request archive.
   c. Click Download archive when your file is available.
   d. Unzip the downloaded file.
5. In the window that opens, click Browse and select the file named Connections.csv.
   Important:
   - If the downloaded zip file included multiple CSV files, ensure that you only import the file named Connections.csv.
   - Any changes to your contacts in LinkedIn do not appear in Demandbase One for Sales unless you reimport them.

Steps: Add Gmail Contacts

1. In the Demandbase One for Sales web app, navigate to the Manage Connections page.
2. Click People You Know.
3. Under Gmail Contacts, click Add Contacts.
4. In the window that opens, enter your Gmail credentials and click Allow.
   Tip: After the import, the names of the Gmail contacts to be added to your connections appear. To remove a contact, click the x next to their name.

Steps: Add Outlook Contacts

1. In the Demandbase One for Sales web app, navigate to the Manage Connections page.
2. Click People You Know.
3. Under Outlook Contacts, click Add Contacts.
4. In the window that opens, click Browse and select the CSV file with your Outlook contacts.
   Tip: For information about creating the CSV file, see the the Microsoft documentation.

Steps: Resolve Multiple Contact Matches

After you import LinkedIn, Gmail, or Outlook contacts, you may need to resolve multiple matches for some connections. These connections are denoted by a flag icon in the Duplicates column.

1. In the Demandbase One for Sales web app, navigate to the Manage Connections page.
2. Click People You Know.
3. In the table of imported contacts, click the flag icon in the Duplicates column for a connection.
4. In the window that opens, review the details of the matching record and double-click the correct record to select it.

Steps: Add Work History

1. In the Demandbase One for Sales web app, navigate to the Manage Connections page.
2. Click Work History.
3. Enter the company, job title, and duration for your previous employers.
4. Click Save.

Steps: Add Education

1. In the Demandbase One for Sales web app, navigate to the Manage Connections page.
2. Click Education.
3. Enter the school name, degree, and years attended for your colleges or universities.
4. Click Save.

Steps: Add Personal Reference Customers

1. In the Demandbase One for Sales web app, navigate to the Manage Connections page.
2. Click Reference Customers.
3. On the Personal Reference Customers tab, click Add.
   
   
4. Enter the name of the companies in the text box, and click Search.
   Tip: Enter the name of each company on a separate line in the text box.
5. Select the checkboxes for the companies you want to add and click Add Reference.