CRM Match Data Report

Last updated: 1 year ago

Sales Navigator syncs your CRM data with LinkedIn, displaying matched and unmatched records in the Match Data Report. The Match Data Report is refreshed every 24 hours and includes a downloadable CSV file of unmatched CRM records based on their accuracy.

If the total number of unmatched CRM records is fewer than 1,000, all records are included in the CSV file. If the total number exceeds 1,000, the file will contain a sample list of up to 1,000 unmatched records. 

Important to know

The Match Data Report is an admin-only feature. CRM Sync must be enabled as it allows LinkedIn to access your CRM data to match and enable CRM Sync features. 

Match Data Report categories

The Match Data Report categorizes CRM data into three segments: accounts, contacts, and leads. It provides the number and percentage of data records that are either matched or unmatched for each category. 

Match Data Report

Important to know

The added to owners saved accounts list has been discontinued and is no longer available from the Match Data report.

CRM accounts

To match CRM accounts, for example, companies and organizations, the following fields in your CRM are reviewed to determine a correct match.

  • Company name

  • Street

  • City

  • State/province

  • Postal code

  • Country

  • Website

  • Phone

  • Industry

  • Number of employees

CRM contacts and leads

To match CRM leads and contacts, the following fields in your CRM are reviewed to determine a correct match.

  • First name

  • Last name

  • Title

  • Company

  • Country

  • Phone number

  • Email

Matching logic and approach

During LinkedIn's review of your CRM’s account, contact, and lead fields, a record's likelihood of matching a LinkedIn entity (person or company) is scored to determine if it meets the criteria for a confirmed or usable match.

Here's a tip

LinkedIn doesn’t need an exact match of any data record’s field entries because similarities and partial matches are reviewed, and advanced data cleaning methods are used to evaluate possible matches.

How to improve data matching

Important to know

Sales Navigator users can verify and edit matches to their existing CRM lead, account, or contact with the Match Correction feature. Click CRM in the left pane and then click Edit match on a lead, account, or company profile page. Click View in CRM to confirm or create a new CRM record match.

LinkedIn continuously tests and improves its models to ensure the best possible end-user CRM Sync experiences and functionality. LinkedIn’s scoring model is built and refined based on sample data of both accurate and inaccurate matches, allowing the testing of overall performance as models are iterated.

Considerations

Considering the variability of data entry in CRM systems, here are some considerations to help improve your match quality:

  • Focus on data completeness and quality – Doing so increases the accuracy and completeness of matches using LinkedIn's models.
  • Train your team to manually update matches using Embedded Profiles – Review the match LinkedIn currently has and update it if it’s not accurate for each user on your Sales Navigator contract. When your team manually updates matches, it benefits all users and CRM Sync functionality.

Related tasks

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