Pssst.. check out the video in case you don't feel like reading through the steps!

Once you've joined Crossbeam, you can upload a CSV list of your partners and partner with Crossbeam (on Crossbeam...we know, insert some Inception joke here 🙄). Then, you'll be able to use the overlap features of the platform to show which of your partners are already here, and we can help you onboard the rest.  Here's how:

1. Prepare a list of your partners.

This can include many different columns, but must include the company name and the URL of each partner. Once created, be sure to save in .CSV format.

2. Upload to Crossbeam.

Head to the "Data sources" section of the Crossbeam dashboard, located in the dropdown in the upper right menu. Then, select the CSV Upload option from the Add a Data Source section. Give this new table a name (for example, "Current Partners"), click Choose File and select your partner list, and then select the columns that represent the partner name and their website from the dropdowns.

Once uploaded, you'll immediately be brought to Create a Population. Simply name the population, i.e. Current Partners, and click "Create Population" in the bottom right corner. Then you will make your default setting "Hidden", which will allow you to utilize the list only with Crossbeam (we'll cover that in the next step).

3. Partner with Crossbeam.

Partnering with Crossbeam is easy: just click this link. At this step, you can change your Sharing Setting from "Hidden" to "Overlap Counts," which allows the Crossbeam account to expose the overlapping records with you.



After confirming you'd like to send us a partnership invite, a member of our Customer Success team will review the request and complete the connection as soon as possible, or follow up with more information if needed.

4. View the overlaps.

After a few moments, you'll be able to view the overlaps of your partners that are already on Crossbeam by Creating a Report. The companies will show up underneath Top Overlaps in the screenshot below.


And there you have it! From here, a member of the Crossbeam team will reach out with more specifics to help you connect with your partners already here, and provide support to get your other partners onboard.


*Note: if for any reason you would prefer to not be discoverable by your partners in a search like this, just let us know and we'll exclude your company from our shared populations.

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