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Which fields are required to run a Company Optimizer project?

Company Optimizer projects require Company Name, Country, and Unique Identifier, or DUNS. If you have DUNS in your database, we recommend including this field. If you do not have DUNS, that is OK! You can provide Company Name, Country, and Unique Identifier and Workbench will attempt to make a match to the company information you have provided.

A Unique Identifier can be anything that has a different value for every row in your file, such as Account ID.  This field is commonly used to assist in the re-import process.

We also recommend mapping to as many of the following fields as possible to help increase the quality and number of matches:

  • D-U-N-S
  • Phone Number
  • Street Address
  • City
  • State
  • County
  • Zip
  • Industry
  • Revenue
  • Employees
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