Source Dataset Requirements for the B2B Customers Data Product
You align your source data with the industry-standard schema for company data that is supplied by this data product.
The B2B customers data product includes a predefined, standardized schema for company data. When you add data to your data product, you identify how columns in your source datasets correspond to the attributes in the unified schema.
To prepare, review the general Requirements for Source Datasets.
The table below describes these attributes and explains which are:
- Required: You cannot refresh your data until you map source columns to these attributes.
- Suggested: For optimal enrichment and clustering results, map source columns to these attributes.
- Optional: These attributes have minimal impact on your clustering and enrichment results. If your source data includes columns that match these attributes, map them to include that source data in your completed data product.
Tip: You can also add attributes to the unified schema and map columns that you want to include in the mastered data product to them.
Attributes Other than Addresses
Unified Attribute | Description | Type |
---|---|---|
Primary Key | The primary key used in the source dataset to uniquely identify each record. See About Primary Keys for more information. | Required |
Company Name | Company's name. | Required |
Alternative Names | Alternate names for the company. | Optional |
Previous Names | Previous legal names for the company. | Optional |
Revenue | Revenue for the company. | Optional |
Company Type | Legal status of the company (for example, LLC, LTD, and so on). | Optional |
Industry Type | Industry type of the company. | Optional |
Founding Year | Year of company formation. | Optional |
Phone | Company’s phone number. | Suggested |
Registration Number | Legal entity ID with local government. For Healthcare Organizations, the NPI number. | Optional |
Tax IDs | Identification numbers, such as EINs. | Optional |
Ticker Symbol | Company’s ticker symbol on the stock exchange. | Optional |
Stock Exchange | Stock exchange where the company is listed (if public). | Optional |
Email Domain | The email domain for the company. | Optional |
Website | Primary website domain for the company. | Suggested |
Associated Persons | Officers, Directors, and other people associated with the company. | Optional |
Address Attributes
You can configure multiple address types in the B2B Customers data product. Address attributes are organized into different groups, representing different types of addresses associated with the customers.
The data product schema includes Primary address attributes by default. You can choose to include attributes for additional address types, including: office, corporate, previous, mailing, shipping, registered, billing, and other addresses.
Within an attribute group, the attribute name is prefixed with the address type. For example: Primary: Address
, Billing: City
, and Mailing: Country
.
Each attribute group includes the following address attributes:
Unified Address Attribute | Description | Type |
---|---|---|
Address | Either line 1 of the address, or the complete address. | Suggested for primary address. Optional for other address types. |
Address Line 2 | Line 2 of the address. | Optional |
City | City of the address. | Optional |
State | The state or region of the address. | Optional |
Postal Code | Postal (zip) code of the address. | Optional |
Country | Country of the address. | Suggested for primary address. Optional for other address types. |
Latitude | The latitude of the address. | Optional |
Longitude | The longitude of the address. | Optional |
Updated about 1 month ago