Kentico CMS 7.0 Context Help

Data.com tab

Data.com tab

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Data.com tab

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This tab allows you to compare the data of Kentico CMS accounts and matching Data.com company profiles.

 

Additional resources: Online Marketing Guide -> Integration of 3rd party modules -> Data.com

 

Entering the Data.com credentials

 

When opening the Data.com tab for the first time, you need to enter the credentials of a valid Data.com account. The system uses the account to communicate with the Data.com service.

 

1.Fill in the E-mail address and Password.

2.Click Login.

 

The duration of the Data.com authentication is unlimited. The system stores the Data.com credentials in the settings of your user account (the password is encrypted). You can now access the Data.com tab without authenticating.

 

If you need to change your Data.com account:

 

1.Click OnSiteSignOut Log out from Data.com.

2.Fill in the authentication form with the e-mail address and password of the new Data.com account.

3.Click Login.

 

Searching for accounts

 

Once your user account has valid Data.com credentials, the Data.com tab automatically searches the Data.com directory for company profiles that match the edited on-line marketing account.

 

An exact match is found

 

When the system finds an exact match for the account, a comparison page opens. You can view the data of the Kentico CMS account side-by-side with the information from the Data.com directory.

 

To update the account's data using the Data.com information:

 

1.Check the boxes next to the fields that you want to update.

2.Click Save Apply.

 

Too many matches are found

 

If the account's search criteria are too general, the query may yield more than one result in the Data.com directory.

 

In these cases, you need to manually find the matching company profile:

 

1.Click SearchArrow Search.

2.(Optional) Revise the search criteria in the filter dialog and click Search.

3.Select (Next) the listed company profiles to view their information.

4.Click OK once you have selected the correct company profile.

 

You can now update the account's data.

 

No matches are found

 

If your account does not exist in the Data.com directory, the search does not return any results. You can click SearchArrow Search, manually revise the search criteria and attempt to find matching company profiles yourself.