Grata Support

↪ <a href="#h_e3baa35110">Before You Begin</a>

↪ <a href="#h_79bc16c27b">Updates in DealCloud</a>

↪ <a href="#h_00f65ec5e6">Grata Set Up</a>

↪ <a href="#h_ce495cb8cf">Video Guide</a>

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your user account has API capabilities

your user account has Object Management capabilities

"LastActivityDate" is set as a default field on company and contact objects

- your user account has API capabilities
- your user account has Object Management capabilities
- you have your Client ID
- you have your API key
- "LastActivityDate" is set as a default field on company and contact objects

**If you need help, make sure to reach out to your DealCloud Account Manager.

Make sure that the fields you want to use to pull back information from Grata into DealCloud have the correct list API names for 'Contacts' and 'Companies'.

1. Find Company
 1. Click Edit
 1. List API Name is Company
 2. Save
 2. Add object "Relationship Owner"
 1. Set up as a User type field
 2. Associate with all User Groups
 3. Save new object, then edit
 4. List API Name is RelationshipOwner (exactly)
2. Find Contact
 1. Click Edit
 1. List API Name is Contact
 2. Save
 2. Add object "Contact Owner"
 1. Set up as a User type field
 2. Associate with all User Groups
 3. Save new object, then edit
 4. List API Name is ContactOwner (exactly)

1. Go to Tools → List Management
 1. Find Company
 1. Click Edit
 1. List API Name is Company
 2. Save
 2. Add object "Relationship Owner"
 1. Set up as a User type field
 2. Associate with all User Groups
 3. Save new object, then edit
 4. List API Name is RelationshipOwner (exactly)
 2. Find Contact
 1. Click Edit
 1. List API Name is Contact
 2. Save
 2. Add object "Contact Owner"
 1. Set up as a User type field
 2. Associate with all User Groups
 3. Save new object, then edit
 4. List API Name is ContactOwner (exactly)

Make sure that no other fields are required for Companies and Contacts other than the fields that are mapped in Grata. If this occurs, data will not sync.

Go to your Grata <a href="https://search.gratadata.com/account" rel="nofollow noopener noreferrer" target="_blank">Account</a>

Select the DealCloud icon to launch the integration setup

Copy and paste your Company Domain, Client ID, and API Key

1. Company Domain example (<a href="http://www" rel="nofollow noopener noreferrer" target="_blank">www</a>.gratadata.dealcloud)

If you have Grata's CRM Intel feature, select up to 25 of your DealCloud fields to view, sort, and filter by in Grata

1. Go to your Grata <a href="https://search.gratadata.com/account" rel="nofollow noopener noreferrer" target="_blank">Account</a>
2. Select the DealCloud icon to launch the integration setup
3. Copy and paste your Company Domain, Client ID, and API Key
 1. Company Domain example (<a href="http://www" rel="nofollow noopener noreferrer" target="_blank">www</a>.gratadata.dealcloud)
4. Click Authenticate
5. Complete sync preferences
6. Complete company mapping
7. If you have Grata's CRM Intel feature, select up to 25 of your DealCloud fields to view, sort, and filter by in Grata
8. Complete contact mapping

Before You Begin

Updates in DealCloud

BEST PRACTICE

Grata Set Up

Video Step-by-Step Guide