Company Scouting: How to get information from the Crunchbase Integration?

What is it? 

In order to identify and scout relevant Startups or Companies smoothly - ITONICS offers a native integration with Crunchbase. Crunchbase is a platform for finding business information about private and public companies including data about investments and funding information, founding members and individuals in leadership positions, mergers and acquisitions, news, and industry trends.

Please note: This feature needs to be activated by ITONICS. Please contact your Customer Success Manager for further assistance.

How does it work? 

Setting up the Crunchbase-ITONICS connection

The first step is to enable the Crunchbase module for a specific entity you want to work with. Go to Settings > Entity Configuration > Entity Configuration and open the entity by clicking the edit (pen) icon. 

Look for the Crunchbase card under the Modules/Features section and check the box on the left corner of the module card. (Please contact your CISM if the card is not visible). When the checkbox is marked, the card should change the layout color from light grey to the system color. Don’t forget to press the Save button at the bottom of the page.

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After enabling the module, you can configure it according to your preferences. To access the Crunchbase Configuration, click on the respective entity (e.g. Company) and go to Manage Crunchbase Integration.

The API Key was already activated by default. That is why you only have to conduct the field mapping to determine which ITONICS field has to be enriched with which Crunchbase information. Here is how you use the Field Mapping:

ITONICS recommends the following mapping for a correct integration:

  1. Choose the respective ITONICS Field (1).
  2. Choose the Crunchbase Field to enrich the ITONICS Field (2).
  3. Remove the field mapping (3).
  4. Add more fields to the mapping(4).
  5.  

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ITONICS recommends the following mapping for a correct integration:

ITONICS Field ITONICS Field Type Crunchbase-Field Example Available with the ITONICS Key

Company Name

Single Line Input Field

legal_name

ITONICS

Yes

Profile Image

Single Line Input Field with URL Validator

image_url

https://res.cloudinary.com/crunchbase-production/image/upload/c_lpad,h_170,w_170,f_auto,b_white,q_auto:eco,dpr_1/v1488216205/forhvpqdjetyo4ymgzi7.jpg

Yes

Abstract

Multi-Line Input Field

short_description

Enterprise End2End Innovation software. From trends and technologies to ideation and roadmapping. All on one platform!

No

Business Model/Product/Technology

RTE Field

description

ITONICS is a software and consulting company with a focus on collaborative enterprise software solutions in strategic foresight, trend, technology, innovation, ideation and portfolio management.

Yes

Website

Single Line Input Field with URL Validator

website_url

https://www.itonics-innovation.com/

Yes

Tags

Tag Field

categories

Communities, Consulting, Software

Yes

Location

Location Field

location_identifiers_location

Chicago, Illinois, United States, North America

Yes

 

Please configure the following fields beforehand in the field configuration:

ITONICS Field ITONICS Field Type Crunchbase-Field Example Available with the ITONICS Key
Phone Number Single Line Input Field

phone_number

(650)601-5000

Yes

Contact E-Mail Single Line Input Field

contact_email

support@itonics-innovation.com

Yes

Number of Founders Single Line Input Field

num_founders

4

Yes

Founded on Date Picker

founded_on

01.04.2009

Yes

Created at Date Picker

created_at

01.06.2015 (in Crunchbase)

Yes

Founders Term Search Field

founder_identifiers

Steve Jobs, Ron Waynce, Steve Woznicak

Yes

The 3.11.0 release includes a more robust and flexible field mapping for Crunchbase List Fields. Now, the following logic is applied:

  • Mapping an ITONICS Single Line Input Field to a Crunchbase List Field will list all values comma-separated in the ITONICS system.
  • Mapping an ITONICS Simple Text Field to a Crunchbase List Field will list all values comma-separated in the ITONICS system.
  • Mapping an ITONICS Rich Text Field to a Crunchbase List Field will list all values comma-separated in the ITONICS system.
  • Mapping an ITONICS Term Search Field to a Crunchbase List Field will create a term for each value in the ITONICS system.
  • Mapping an ITONICS Tag Search Field to a Crunchbase List Field and create a tag for each value in the ITONICS system.

Once you have configured the field mapping successfully, please do not forget to hit the Save button at the bottom of the page. 

Want to automate things? ITONICS can pull regular updates on created elements to have the latest information at hand. Note that elements in Draft, Review, and Published status are considered in the update process. Reach out to your Customer Innovation Success Manager to set up this feature.

Creating content elements from Crunchbase

Once Crunchbase was activated for a certain element  you have now two options to create elements of this entity type: 

  • Create with Crunchbase allows you to search and create a specific element based on the defined data mapping.  (1)
  • Create from Scratch allows you to create the element manually in the usual way (2)

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If you decide to go with Crunchbase simply click on the Crunchbase tile and hit the create button. A search bar appears which allows you to query for a specific element in Crunchbase. A suggestion bar indicates the search results dependent on your input.

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Once you choose the respective result you are forwarded to the creation page of the element. The mapped fields are already pre-filled with the content of Crunchbase. You can now enrich other fields manually or directly save the new element.

Please note that information sourced from an activated Crunchbase integration will not be included in an export file due to copyright protection agreements. 

Please also note that when you have already company information collected, and Crunchbase is activated thereafter with the synchronization option activated and the company website domain entered, also this company information will be updated by the Crunchbase synchronization for the fields mapped.

 

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