Associating child companies with parent companies is critical for maintaining order in your CRM and giving your teams a complete picture of every account.

Your sales and marketing teams rely on properly associated data for context in communications and sales conversations. Without proper child-parent company associations in place, you lack vital context and potentially miss big opportunities.

With Insycle, you can automatically detect and associate child companies to parent companies using advanced matching.

Insycle can help you to associate, in bulk:

  • Child company to parent company

  • Parent company to child company

  • Contacts, companies, deals, and custom objects amongst each other.

To associate contacts in bulk, we will use the Bulk Operations Module. Navigate there.

Table of Contents

Quick Summary

With Insycle, you can associate parent and child companies flexibly and powerfully.

To associate parent and child companies, you use the Bulk Operations module. First, you filter your data down to the records that you would like to update, based on rules. Then you use the "Associate" tab in Step 2 to set the rules for your associations.

To associate child and parent company records, you need a naming convention for parent companies, such as including "HQ" in the title.

Step 1: Define filter, then click Search.

First, we have to select the “Companies” record type or comparable record type in your CRM. In Salesforce, for example, the record type is named “Accounts.”

You can select this from the white strip menu at the top of the Bulk Operations module. There, you’ll see the name of the module (Bulk Operations), your integrated account (demo.insycle.com), and the record type (Companies).

Without selecting companies, you will not be able to make associations between companies and other record types in your database.

Select the “Associate Child to Parent Companies” Template

Insycle’s Bulk Operations module includes a pre-built template for associating or linking child to parent companies in relevant CRMs.

To load this template, select it from the Template dropdown menu.

This template provides you with a solid starting point for making child to parent company associations and can be customized to fit your exact situation.

This is where we tell Insycle how to filter your database down to only the child company records that are relevant for association.

The default filter for the “Associate Child to Parent Companies” Template is:

  • A Parent Company does not exist

  • The Company Name does not include the term “HQ”

Your company might use a convention for naming or marking parent companies in your CRM. A common one might be the inclusion of “HQ” in the company name.

This helps us whittle down our list of companies in our database to just those that may be a candidate to be a child company.

With this filter in place, we have a list of companies that meet those specifications. By clicking the yellow “Search” button in Step 1, we’ll be able to preview the companies identified using this filter.

When you make changes to the filter, you will need to click the Search button again to reload this preview.

Step 2: Choose an action: Update, Delete, Link, Convert, or other.

In Step 2, we want to make sure that we are working from the third tab, “Associate.”

In selecting the “Associate Child to Parent Companies,” Insycle automatically loads the saved template that is available for this task.

The template uses typical best practices but can be customized in any way that makes sense for your company to match child-to-parent companies and associate them in bulk. Every situation is different when it comes to CRM data.

Let’s break down how the child company to parent company association process works, piece by piece.

First, we have the Action, we select the action that Insycle will take with this process. You can choose to “Add” or “Remove” associations. To create the child-parent company associations, choose “Add.”

Then we select the Record Type.

This is where we tell Insycle what kind of associations we will be making. You can associate contacts, companies, and deals as needed here.

We will select, “Child company to parent company.”

Then, we have the Company Filter.

Here, we are telling Insycle how to identify the parent company.

Click on the Company Filter button and the filter screen will pop up.

With this filter in place, Insycle will only match parent companies when they have “hq” in the company title — such as Microsoft HQ. You can also choose whether or not your filter phrase is case-sensitive.

Now we tell Insycle how to match child companies and parent companies in flexible ways.

First, we have the Field Name.

The default “Associate Child to Parent Companies” Template matches child to parent companies using two fields - Company Name and Company Domain Name.

These are the Fields from your Child Companies.

Then we must select the corresponding company field that we will match with.

These are the fields from your Parent Companies.

Most often, the Field Name and Match Field will be the same, unless you are using a custom field to track an identifier.

Then we have the Comparison Rule. Here, you can choose:

  • Exact Match

  • Similar Match

Similar matching is a programmatic technique for analyzing data and identifying similar customer records, but not exact matches. It works by analyzing the “closeness” of two different data points.

Closeness is determined by measuring the number of changes necessary to make the two data points match. This is known as ‘edit distance,” which looks at the number of insertion, deletion, and substitution differences required to make two different points of data exact matches.

  • insertion: bar → barn

  • deletion: barn → bar

  • substitution: barn → bark

While not ideal for every situation, similar matching can be a good way to find more child and parent companies to link during this process.

Then, we must choose the Ignored portions of each field. Here, you can tell Insycle to ignore certain aspects of a field.

Here, you can tell Insycle to ignore things like:

  • Common Terms

  • Symbols

  • Digits

  • Letters

  • Whitespace

  • Specific Text

  • Top-Level Domains

  • Subdomains

The default settings for associating Child to Parent companies are Common Terms for company names (this includes things like Inc., LLC, etc.). This is often a necessary field for matching companies and making child-parent links.

To view or alter the Common Terms, click the Terms button at the bottom of this section.

For the Company Domain Name field, the template instructs Insycle to ignore Top-level domains and subdomains by default.

This way, Insycle only looks at the domain name and not at the extension or subdomain.

As an example, using the above settings, Microsoft.com, Microsoft.co.uk, and app.Microsoft.com would all be matched.

Then, we have to tell Insycle which parts of the field we would like to include in the match.

For most use cases, we’ll select Entire Value. But, you have many options available, as there are unique circumstances where you only want to match part of the field:

  • First X Words

  • Last X Words

  • Any X Words

  • First X Characters

  • Last X Characters

You can add new fields by clicking the Field button at the bottom right-hand corner of the Step 2 section.

At the bottom left-hand side of Step 2, you can instruct Insycle to create a new company when no matches are found by checking the box at the bottom of the Step 2 section.

This setting is typically only used for specific use cases. If you would like to use this setting, start by running in preview mode to view the effect without creating accidental clutter in your database.

Step 3: Choose between "Preview" mode to simulate the process and generate a report, and "Update" mode to associate

Now, with our Filter and association/linking Actions in place, we can run the bulk operation.

When running the Bulk Operation module, especially the first time, it is a good idea to run in Preview Mode.

This allows you to view the changes to the data in a CSV file before the updates are pushed to your database. Here, you can check to make sure that everything is working as expected and make any necessary changes before pushing the updates to your live database.

You can do this by clicking the Review Button in Step 3.

A popup will appear. Here, in Stage 1: Mode, we can select the Preview Mode or Update Mode, which runs to process and makes the changes reviewable in a CSV file, but does not update your CRM database.

If you choose Update mode, the data changes will go live in your CRM when the operation is processed.

For many tasks in Bulk Operations, it may be a good idea to run a preview to view how the changes will look in your database before running in Update mode.

Then click the “Next” button.

In Step #2 of the “Review” process, you can choose where you send the generated report. Your email will automatically be added to the list but can add other co-workers and colleagues that you are collaborating with here.

Once finished, click the “Next” button.

In Step 3, you can choose whether you would like this operation to run one time, or continuously.

There are two tabs on this screen — Automate and Run Now.

When you select the Run Now tab, you are choosing to run the child-to-parent association operation one time, immediately.

Here, you can choose the number of records that you would like to update with the operation. You can run it only on the records that you have selected in the previous step using the checkboxes next to their names, on a small chunk, or on all of the fields that met the criteria.

Alternatively, you can schedule this module to run on a set, recurring basis in the Automate tab.

Here, you can choose to schedule this operation to run hourly, daily, weekly, or monthly. When scheduled, the Module will automatically run on your desired schedule and email the reports after it has run.

You can view all scheduled automations on the “Automations” page on your dashboard.

Preview Changes Before They Go Live

With Insycle, you can always preview the changes that you are making to your data before those changes are pushed to your live database. When you run any module in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.

Automation

You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating with Workflows.

Audit Trail and History

The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected, including while using Bulk Operations.

Customer Data Health Assessment

The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them. Here, you can keep an eye out for issues in your data and fix issues by updating in bulk using Bulk Operations.

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