In this article:
Overview
Offline Partners do not have a Crossbeam account but can still be included in Account Mapping using data you upload or connect on their behalf, via a CSV file or a connected Google Sheet.
✍️ Note
The Free plan is limited to one Offline Partner with Standard Populations.
The Connector and Supernode plans have unlimited Offline Partners with Standard Populations.
To upgrade your account, visit the Plan & Billing page.
❗️Important
To add an Offline Partner, the user role must be set to Manage for the Offline Partner permission.
Role & Permissions can be found in Crossbeam under Settings > Roles & Permissions.
Click here to read more about user roles and permissions.
❗️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.
Add an Offline Partner
Click on Partners from the navigation menu
Click the Add Partner button
Click the Add Offline Partner tab
Enter partner name in the Partner Name search bar
Select the partner name
Click the Create Partner button
The new Offline Partner will now be added to the partner table. Click on Offline to filter the list by Offline partners.
Account Mapping with Offline Partners
Account Mapping with Offline Partners supports two data sources: Google Sheets or a CSV file uploaded on behalf of the Offline Partner.
Add a Data Source for an Offline Partner
After creating an Offline Partner, you will need to add a Data Source.
From the Partner list:
Click the Offline Partner name to open the Partner Detail Page
On this page, select the Partner Data tab
Choose Google Sheet or Upload CSV
Connect a Google Sheet
Google Sheets keeps your partner data synced automatically instead of requiring manual re-uploads.
Click Connect Google Sheet
Copy and Paste the spreadsheet URL
Sign in with your Google account and grant access on the consent screen
Select the sheet and tab you want to use
Map your columns to Crossbeam's fields
Click Save
Your first sync happens immediately after setup. After that, your data syncs automatically on Crossbeam's standard sync cadence, so there's no need for manual re-uploads.
✍️ Note
Deleting a row in your Google Sheet does not delete the corresponding record in Crossbeam. To remove a record, delete it directly from the Population.
Upload a CSV
Click Upload a CSV
In the modal, click Browse to upload your file
Name your CSV
Map required fields:
Company Name column
Website column
Click Upload
Create a Population for the Offline Partner
Once the data has been uploaded, you will now be able to create a Population from the Offline Partner Detail Page under the Partner Data tab.
Click the Create button next to a Population.
In the Population Builder:
Select the Population Name and Population type
Select File
Add Optional Description
Click Continue.
You will see the Population Record Preview and the option to add filters.
Learn more about Population filters here.
Click Create Population to be redirected back to the Partner Detail Page, where the offline Partner Population will now be available.
Create a Custom Population for an Offline Partner
❗️Important
Custom Populations are only available on Connector and Supernode plans.
Visit the Billing page to upgrade your plan.
Organize and segment any target accounts with Custom Populations.
In the Population Builder, complete the following fields:
Name your Population
Add a Population type (Customer, Open Opportunity, Prospect, Other)
Add a description (optional)
Select the specific File
Create an Account Mapping List
Click on Account Mapping from the navigation menu. Click the +New button and select a List type. This will open the Create List modal.
On the Create List modal, complete the following:
Select the Offline 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 in a List
After you create a List, you can add filters, configure and sort columns, and export. Learn more on configuring Lists here.
Manage Your Offline Partner
From the Partner Data tab, you can remove or edit partner data as needed.
Manage Offline Partner Populations
To edit a Population, click on it, then click Edit and adjust the filters as needed
To delete a Population, use the Delete option on that Population's row
Manage Your Offline Partner Data
Add more data to a CSV: click Add Data next to a connected file, upload a new CSV with the additional rows, and map your fields as prompted
Click Map Fields to adjust the data source fields assigned to Crossbeam fields
Delete or add more data to the file in the row
Delete an Offline Partner
To remove an Offline Partner from your Crossbeam account:
Select a Partner from the Partner List to open the Partner Detail Page
Click on the Settings button
Click the Delete Partnership button in the modal
Confirm the deletion by typing DELETE before being able to click Delete Partner
