Download unmatched CRM data records

Last updated: 10 months 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. 

To download unmatched CRM data records:

  1. Sign in to Sales Navigator.

  2. Click Admin at the top of the Sales Navigator homepage.

  3. Click Admin Settings. The Summary (Production) page is displayed.

  4. Under the Match Data Report section, view the number of matched accounts, contracts, and leads.

  5. Click the Sample Unmatched Data dropdown menu to download a maximum of 1,000 CRM records that Sales Navigator couldn’t match based on the information that was present or absent in the records.

    1. Select either Accounts, Leads, or Contacts to download a report of the unmatched data for each category.

Results

Once downloaded, the unmatched reports provide information on the account, leads, or contracts. For example, the CRM record URL, CRM record creation date, name, title, company, account, address, and email.

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