Research companies
One company at a time. The website is required: it is how the tool tells this company apart from others with the same name, in Salesforce and in the regulator records, before any research money is spent.
Paste one company per line. Partner lists work as-is (**Name** - City, ST, Name (City, ST)) and so does Name, City, ST, website.com. Websites are optional here but help with common names. Two companies run at a time; keep this tab open while a run is in progress.
Uploaded files can have any column order; I look for headers like Company/Name, City, State and Website. The companies appear in the box above so you can check them before pressing Start.
Runs
Setup status
LinkedIn connections ("Jim knows this person")
Upload your own LinkedIn connections export and every researched person is checked against it. A match shows as Jim knows this person on the card, with the position and date LinkedIn lists. Nothing is fetched from LinkedIn; this is the file LinkedIn gives you.
How to get the file (about 10 minutes, LinkedIn emails it to you)
- On LinkedIn: Me → Settings & Privacy → Data privacy → Get a copy of your data.
- Choose Want something in particular? and tick Connections only, then Request archive.
- LinkedIn emails a download link within about 10 minutes. Unzip it; the file is
Connections.csv. - Upload it here. Re-upload any time; the new file replaces the old one.