Overview
This guide shows you how to enhance your account-level profiles in Sona by blending data from external reports and sources. By adding custom attributes to company profiles, you will create a more complete picture of your accounts that goes beyond basic firmographic data. With this setup, you will have richer insights to drive better targeting and personalization across your sales and marketing efforts.
When to use Company attribute enrichment
When you have external data sources that contain valuable company information.
When you need to supplement basic company profiles with industry-specific attributes.
When you want to combine data from multiple reports into unified account profiles.
When you are looking to enhance lead scoring with additional company characteristics.
Prerequisites:
Admin or manager access to your account.
Access to source reports containing the data you want to import.
An understanding of which fields will serve as unique identifiers between datasets.
Familiarity with the data structure in your source reports.
Step 1: set up your data source
Access the Company settings page: navigate to the Company settings from your main dashboard. You will see options to configure how external data integrates with your account profiles.
Select your data source: in the Source section, choose a Report Type from the dropdown menu, then select the specific Source Report that contains the attributes you want to add. This report should contain data that can be matched to your existing company profiles.
Apply data filters (optional): click Filters if you only want to import a subset of data from the source report. Set up filters to ensure you are only importing relevant records, which helps keep your data clean and focused on your target criteria.
Step 2: establish data connections
Configure the Company - Report Connection: from the left dropdown, select a field from your existing account profile that will serve as the unique identifier. Common identifiers include company domain, company name, or a unique ID.
Map your data fields: using the right dropdown, select the corresponding column in the source report that matches your company identifier. This connection allows the system to properly match and merge data between sources. Ensure the data formats match between both fields for accurate linking.
Step 3: add new attributes
Select fields to include: in the Fields to be included section, click + Add to begin adding new attributes, then browse through the available fields in your source report and select the specific attributes that will add value to your company profiles.
Configure multiple attributes: add as many relevant fields as needed to enrich your profiles. Consider which attributes will be most useful for scoring, filtering, and analysis; you are building a comprehensive view that will enhance your targeting capabilities.
Save your configuration: click Save to apply your new attribute mappings. The system will begin processing and merging the data into your company profiles. You have successfully enhanced your account data with custom attributes.
Key concepts and best practices
Understanding data mapping:
Data mapping connects fields between your existing company profiles and external reports.
The connection relies on matching unique identifiers between datasets.
Accurate mapping ensures data integrity and prevents duplicate or mismatched records.
Best practices for attribute selection:
Choose attributes that directly support your sales and marketing objectives.
Prioritize data that helps with lead scoring, segmentation, or personalization.
Avoid importing fields that are rarely used or do not add strategic value.
Consider how the new attributes will integrate with your existing workflows.
Data quality considerations:
Ensure your identifier fields have consistent formatting between sources.
Clean data before importing to avoid errors or incomplete matches.
Regularly review and update your attribute mappings as your data sources evolve.
Test the integration with a small dataset before full implementation.
FAQs
What does the Company attribute enrichment feature do?
What does the Company attribute enrichment feature do?
It lets you blend data from an external report or source into your existing company profiles by matching on a shared identifier, such as company domain or name, and selecting which fields from that report to add as new attributes. This goes beyond basic firmographic data to enrich your account profiles for targeting and scoring.
What should I use as the unique identifier between datasets?
What should I use as the unique identifier between datasets?
Common identifiers include company domain, company name, or a unique ID that appears in both your existing company profiles and the source report. Make sure the data formats match between both fields, since the system relies on this match to merge the data accurately.
How do I decide which attributes to import?
How do I decide which attributes to import?
Choose attributes that directly support your sales and marketing objectives, prioritizing data that helps with lead scoring, segmentation, or personalization. Avoid importing fields that are rarely used or do not add strategic value, and test the integration with a small dataset before full implementation.