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Offline Partners

Learn about Account Mapping with partners who are not on the Crossbeam Network.

Joy Rudnick avatar
Written by Joy Rudnick
Updated this week

In this article:

What are Offline Partners?

Offline Partners do not have a Crossbeam account, but can still be included in Account Mapping via CSV uploads


✍️ 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

To add an Offline Partner, the user role must be:

  • Admin Role

    and/or

  • Standard user Role with:

    • Manage Data Source Permissions

    • Manage Partnerships Permissions

Click here to learn 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.


Continue reading below or watch this quick video to explore Offline Partners:

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


✍️ 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


After creating an Offline Partner, you will need to add a Data Source.

On the My Partner workspace:

  • Click the Offline Partner name to open the Partner Detail Page

  • On this page, select the Partner Data tab and click the Upload a CSV button.

In the modal:

  • Click Browse to upload your file

  • Name your CSV

  • Map required fields:

    • Company Name column

    • Website column

  • Click Upload

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.

screenshot in crossbeam highlighting the create a population button

Click the Create a Population button.

In the Population Builder:

  • Select the Population Name

  • 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 Population to be redirected back to the Partner Detail Page, where the offline Partner Population will now be available.


Create an Account Mapping Report

Click on the Mapping from the navigation menu and select Create a Report from the dropdown options. 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:

  1. Select the Offline Partner from the dropdown list

  2. In the Select Comparison section

    1. Click on an overlap box in the Account Mapping Matrix to compare your population data with your partner's population data

    2. 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.


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