Adding D&B Information to a Record
If the Update Accounts with D&B Information option is enabled, the account record will be matched to a D&B record. There are two ways in which the account record can be matched to a D&B record.
Match the First Three Letters of the Business Name
The first three letters of the account name will be used to match the D&B record if the DUNS Number is not provided or the DUNS Number provided is not matched to any D&B record. The D&B popup applet will list all possible matches that are greater than the threshold set in D&B Interactive Threshold of the Group 1 Options Manager. For more information about the D&B Interactive Threshold, please refer to Business Name Standardization Options.
The Pick D&B option of the applet picks the D&B record as the match for the account record. The following D&B fields will be copied to their equivalent account fields:
D&B Field |
Account Field |
---|---|
Business Name |
Name |
DUNS Number |
DUNS Number |
Domestic Ultimate DUNS |
Domestic Ultimate DUNS |
Global Ultimate DUNS |
Global Ultimate DUNS |
Parent HQ DUNS |
Parent HQ DUNS |
Location Type + Physical City + DUNS Number |
Location |
If the Update Account Addresses using Firm Name File option is enabled, the physical address of the D&B record will be used as the primary business address of the account record.
Match the DUNS Number
A D&B® D-U-N-S® number is a unique nine-digit sequence recognized as the universal standard for identifying and keeping track of over 80 million businesses worldwide. The user will provide the DUNS # in the Account Entry Applet - Child - Admin Applet of the Account Administration View. This DUNS number will be matched to a D&B record.