Sub-Accounts are only available for Connector and Supernode customers- to upgrade your account, head to your billing page!

If you have one (or more) partners who aren't ready to join Crossbeam themselves, but you still want to be able to compare your data with theirs, you can make a "sub-account". This will allow you to upload all your partner's files and compare to your own data.

This sub-account will technically be a new company on Crossbeam — but you'll be able to access it using the same account you already have as an existing Crossbeam user.

Create the sub-account.

  1. Make sure you're logged into your Crossbeam account.

  2. While logged in, go to

  3. Use the following naming convention to create your sub-account

    1. Company Name: <YOUR COMPANY> - Partners

    2. Company URL: www.<YOUR_URL> (any URL, even one that isn't real, will work - just don't use any of your partners' real URLs though!)

  4. Be sure to toggle off the Discoverable feature

    1. This sub-account is meant to work in tandem with your main account, you won't be adding partners through this account

Partner with yourself.

  1. Howdy, partner! While logged into your shiny new sub-account, invite your main account to partner up.

2. Using the profile icon in the top right corner, switch back to your main account.

3. Head to the Partners section of your account to accept the pending partner invite from your sub-account. You've now successfully partnered with yourself!

Load Your Partner Data

  1. Now, toggle back to your sub-account so we can begin to add data from your partners not currently on Crossbeam.

  2. Head to Data Sources and upload CSV files containing the data of each of your partners. Each file will be used to create its own population, so you can upload a separate file (or multiple files) for each individual partner. Be sure to name the file so it's easily identifiable.

    1. Using the partner name and type of data is recommended, for example- "Partner 1 Customers" or "Partner 2 Target Accounts."

2. Once the CSV file with your partner's data has finished uploading, you will use that file to create a population specifically for that data. Navigate to the "Populations" tab and click "Create Population"

3. Fill out the information required and select the appropriate CSV as your data source then click "Continue"

4. No need to further filter this population as it already only contains the data for this population, don't forget to click "Save Population"!

5. You'll be taken directly to set up your Sharing Settings. You'll select "Sharing data", check the box next to your CSV file. This will share all the sub-account data in this population with your main Crossbeam account.

Compare your partner data with your own data.

  1. Switch back to your main account and head to the Reports section. Now you can compare your data with all of the partner information you just loaded in your sub-account!

2. Moving forward, you'll only need to upload new files and share them, rather than creating whole new accounts.

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