This task template appends/enriches lead or contact records using a data service provider from the Marketplace.
- Select Data Service: Data Appending Service already configured in Data Marketplace.
- Fields to send for matching: Map the fields to send for matching.
- Use cached results from previous runs: Openprise will cache data for 30 days, which can be retrieved instead of calling data provider again.
- Remove existing values: Select this to remove existing data in fields when no match is found.
- You must have the appending service you would like to use in the Marketplace already set up. If you are using your own account, you can set up the Marketplace provider yourself. If you are buying the appending service via Openprise, then your service will be set up by Openprise.
- You can decide how many matching account records to return from the service provider.
- Depending on the provider used, the data returned by the task may vary.
- You can set the Marketplace service in test mode so you won't use up your API quota and incur unnecessary costs during testing.
- The number of input / matching attributes vary greatly across different service providers.
- The number of data attributes returned by the data provider also varies widely.