In this article:
✍️ Note
The Explorer plan is limited to one Offline Partner with Standard Populations.
The Connector and Supernode plans have unlimited Offline Partners with Standard Populations.
Custom Populations are unavailable to Offline Partners.
To upgrade your account, visit the Plan & Billing page.
❗️Important
The initial Record Export when setting up an integration will also count towards the Record Export limit for your account.
Crossbeam Record Exports can be monitored here. Once you hit the Export Limit, Crossbeam insights will stop flowing into external tools.
Learn more about maximizing your record exports here.
Continue reading below or watch this quick video to explore Offline Partners:
What are Offline Partners?
Offline Partners do not have a Crossbeam account, but have data you can use for account mapping purposes.
How to Add an Offline Partner
❗️Important
To add an Offline Partner, the user role must be:
Admin Role
and/or
Partner Manager Role with:
Manage Data Source Permissions
Manage Partnerships Permissions
Click here to learn more about User Roles and Permissions.
From the left-side Navigation Menu, click on the Partners icon. Select Partners from the panel options, and your workspace will display the My Partners workspace.
Click the Add Partner button.
Next, in the pop-up modal:
Click the Add Offline Partner tab
type in the partner name in the Partner Name search bar
Select the partner name from the dropdown options
Click the Create Partner button
The new Offline Partner will now be added to the partners table.
Account Mapping with Offline Partners
✍️ Note
Account Mapping with Offline Partners only allows CSV files for you to upload on behalf of the Offline Partner.
Upload a CSV File for the Offline Partner
❗️Important
To upload a CSV File, the user role must be:
Admin Role
and/or
Partner Manager Role with Data Source Permissions
Click here to learn more about User Roles and Permissions.
After creating an Offline Partner, you will need to add a data source.
On the My Partner workspace:
click the Offline Partner name from the Partners table to open the Partner Detail Page
On this page, select the Partner Data tab and click the Upload a CSV button.
In the pop-up modal:
Add File:
Click on Browse to select a file from your computer file directory
Next, input the CSV Name
Offline Partner data will never be shared with anyone
Companies for data type is pre-selected
your CSV file must contain a column that contains values for company names and a column that contains values for company websites
Map Columns:
Select the Company Name Column from the drop-down options under Company Name
Select the Company Website Column from the drop-down options under Website
Click Upload when done.
Create a Standard Population for the Offline Partner
✍️ Note
Custom Populations are unavailable to Offline Partners.
Once the CSV has been uploaded, you will now be able to create a Population from the Offline Partner Detail Page.
Click the Create a Population button, on the Partner Detail Page.
In the Population Builder:
Select the Population Name from the dropdown menu
Add Optional Population Description
Under Object, click the drop-down menu to select the CSV file
Click Continue.
Next, you will see the Population Record Preview and the option to add filters.
Learn more about Population filters here.
Click Save to be redirected back to the Partner Detail Page, where the offline Partner Population will now be available.
Create a Report
After creating a Population with the Offline Partner, click on the Mapping icon from the menu. This will open the side panel for Account Mapping, select Create a Report from the panel options, and your workspace will display the Account Mapping area. Click the Create Report button or on a report tile. This will open the Create Report modal.
On the Create Report modal, complete the following:
Select a Partner from the dropdown list
In the Select Comparison section
Click on an overlap box in the Account Mapping Matrix to compare your population data with your partner's population data
Once a box in the Matrix is selected, click Create a Report
After you create a Report, you can add filters, configure and sort columns, and export reports. Learn more on configuring reports here.
Delete an Offline Partner
To remove an Offline Partner from your Crossbeam account:
Type the partner name into the Universal Search Bar
click on the partner name from the search results to open the Partner Detail Page
Click the Delete Partner button to open a pop-up modal
Confirm the deletion by typing DELETE before being able to click Delete Partner
On the Offline Partner Detail Page, you will also have the option to delete Partner Data and Populations.