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Request Shared Data from your Partner
Request Shared Data from your Partner

Get the data you need without having to leave Crossbeam

Lindsey O'Niell avatar
Written by Lindsey O'Niell
Updated over a week ago

In this article:

Why You Should Request Data

An essential part of successfully collaborating on Crossbeam is both sharing the right data with your partner and making sure you have all of the data you need from your partner(s). Want to be able to contact partner reps for information on an account? Then, you'll need their Account Owner information. This involves your partner setting up data sharing rules to send you all the information you need to collaborate. 

Rather than leave Crossbeam to send your partner an email or set up a call to request information from them, you can request data right from within Crossbeam using our Request Data feature. 

How to Request Shared Data

You can access this features from the partner page on the left navigation bar and clicking on one of your partners. 

When you've clicked on the partner you'd like to request data from, head to the Shared with You tab. There you'll see a list of their populations, with specific sharing rules they have set up for each population. Example below:

In the above example, my partner ClowdBlossom is not sharing data from their Customers population, so you see the Request Data button.

Once you've clicked the button, you will have the option to add a custom message and send your data request:

What Happens Next?

Your partner will be notified via in-app notification and email that you have requested data from them. The in-app notification will look like this:

The email notification will look like this:

They will be prompted to create a data sharing rule from your request. You will then be notified via email when they create a new data sharing rule with you!

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