Cookies Settings

Loading

dnb-logo
D&B360
Collapse

Batch

View and schedule batch jobs from the Batch area of the Settings tab for accounts and leads. If you are not already set up for batch processing, you will need to first to register your account.

After you have scheduled batches, you need to monitor the batch processes and be alert for incomplete results. You also need to review the results from batch jobs.

Registering your Organization with Informatica

T1 | T2 | SAP On-Prem | Admin Only

Follow the steps below to register your organization with Informatica:

  1. On the Home page window, click Settings and then Batch .
  2. In the Batch Management area, click Connection Setup.
  3. SAP users:
    1. The system automatically registers with the Informatica Cloud.
    2. After completion, the following screen displays:

  1. MSD users:

    2. NOTE: For this procedure, you should call Customer Support to guide you through and answer any questions. You will need your Informatica Cloud login information and Org number.

    1. On the Home page window, click Settings and then Batch.
    2. In the Batch Management area, click Connection Setup.

    NOTE: Your User Name and Password are sent to you by email. Be sure to have this email available for when you need to enter your credentials.

    1. In the Configure Credentials window, enter your credentials and then click Save.
    2. The credentials you enter in this step are from the Informatica steps, not your CRM credentials

After you have completed these steps, contacted Customer Support, and your cloud account has been updated, you are ready to schedule new and refresh batch jobs.

Overview of Batch Processing

T1 | T2 | SAP On-Prem | Admin Only

Three batch jobs are available through D&B360:

  • Account Batch — Use to associate existing accounts with a valid D-U-N-S record. Account Batch chooses accounts from your CRM and sends the account name and address to D&B for potential cleanse, match, and append processes. After D&B returns the batch records, the accounts in the CRM are associated with a valid D-U-N-S number.
  • Lead Batch — Use to associate existing leads with a valid D-U-N-S record. Lead Batch chooses accounts from your CRM and sends the lead name and address to D&B for potential cleanse, match, and append processes. After D&B returns the batch records, the leads in the CRM are associated with a valid D-U-N-S number.
  • Refresh Batch — After CRM accounts or leads are associated with a D-U-N-S number, a Refresh Batch is used once a month to refresh the D-U-N-S data stored in D&B360 CRM tables.

NOTE: The Batch Credentials modal displays when you click on the Settings tab if Batch credentials are blank or invalid.

NOTE: Records that fall below the defined Confidence Code Threshold are moved to the Admin Review List. They are not automatically re-processed in the next batch run. You must manually process these records.

Understanding the Key Features of D&B360 Batch Jobs

T1 | T2 | SAP On-Prem | Admin Only

The three key features of D&B360 Batch jobs are:

  • Record Eligibility
  • Confidence Code Threshold Facts
  • Validating D-U-N-S Numbers

Record Eligibility

Every record that is selected for New Batch processing goes through a data quality check procedure. The completeness check verifies whether at least two fields out of Billing City, Billing State, and Postal Code have a value, or if the field Phone has a value. If this criteria is not met, the records are sent to the Admin Review List. To display the Admin Review list, click the Settings tab, the Data Management tab, and then click Admin Review List.

Confidence Code Threshold Facts

  • The range of Confidence Code is: 1 to 10
  • Any number above 8 is considered to result in accurate match records.
  • The setting can be adjusted by a D&B360 Administrator in the Modify Batch Schedule window.

Records from D&B that fail to meet the defined Confidence Code Threshold are moved to the Admin Review List. They are not automatically re-processed in the next batch run. As the Administrator, you must manually process these records.

Validating D-U-N-S Numbers

An event such as a merger or acquisition can result in changes to the D-U-N-S number for a record.

NOTE: A Recertified D-U-N-S has occurred when we send records to D&B in a Refresh Batch job, and the returned records have a new D-U-N-S Number.

In the case of a Merger or Acquisition, re-certified D-U-N-S records will be updated within the D&B360 table with the following:

  • Re-cert reason code
  • Re-cert description
  • DATS date when the new DUNS Number was assigned

Navigating to the SAP CRM Monitoring Tools

T1 | T2 | SAP On-Prem | Admin Only

  1. On the Home page window, click Settings, and then click Batch.

  2. In the Batch Management area, click Connection Setup.

  1. View the batch jobs in the D&B Batch Management area. Refresh Batch Activity Logs display D&B records that are associated to both accounts and leads.

Viewing Activity Logs

T1 | T2 | Microsoft | SAP On-Prem | Admin Only

The Account, Lead, and Refresh Batch Activity logs contain two entries for each submitted job.

  • Submit type displays the number of accounts sent to D&B.
  • Receive type displays the number of accounts that D&B returned.

You can use pagination and sort to locate the information you are looking for.

Column Name
Start Time

The time a job started.

End Time

The time a job ended.

Status

The Submit task type for records sent to D&B. Displays the Receive task type for records D&B returned.

Total Accounts/Leads Processed

The number of records involved in a Submit or Receive task.

Accounts/Leads Updated

The number of accounts/leads sent to D&B for the Submit task type. For the Receive task type, displays the number of records that were updated with D&B data in the D&B360 table.

Failed DQ Check

The number of records that failed initial data quality check, and only for New Batch Submit type tasks.

Confidence Code

The number of records with a confidence code below the organization's set threshold value and only for New Batch Receive type tasks.

Failure Rows

The number of errors found when the batch ran.

Error Message

The last error message.

Accounts Refreshed

The number of records that are associated to both accounts and leads with D&B data in the D&B360 table.

Scheduling Batch Jobs

T1 | T2 | Microsoft | SAP On-Prem | Admin Only

After the first run of an Account or Lead Batch job completes successfully, you can run both Account, Lead, or Refresh jobs in any order or in parallel.

NOTE: When you schedule batch jobs, make sure you set them using the same time zone that the Informatica Cloud is set to. Otherwise, you will need to enter the time to match the time zone of the Cloud.

NOTE: The start date and time field is mandatory. To cancel a job that you have scheduled to run at a future date and time, enter a past date and time. If your job has already started, you cannot cancel it.

Scheduling a Batch Job

T1 | T2 | Microsoft | SAP On-Prem | Admin Only

You can set a future start time and date to automatically run a batch job. You can also set a batch job to run periodically, at specific frequencies.

Batch Job Frequency
Run the Task

One-Time Occurrence: Select Start Date and Time.

Daily Frequency: Select Every day or Every weekday.

Weekly: Select the day of the week.

Monthly: Select day of the month. Select first, second, third, fourth, or last day of every month.

Repeat Options

Daily, Weekly, Monthly: Select Repeat Indefinitely. Select Repeat Until and choose the time and date.

NOTE: Weekly frequency is unavailable in the Microsoft Dynamics CRM environment.

  1. On the Home page window, click Settings.
  2. On the Settings tab, click Batch.
  1. In the Batch Management area, click Connection Setup.
  1. In the Configure Credentials window, type your credentials and then click Save.

  1. Click Modify Schedule for the Account Match, Lead Match, or Refresh Batch Activity Logs.

  1. In the Modify Batch Schedule window, do the following:
  2. In the Start Time field, type a start date for a new batch or use the pop-up calendar.
  3. In the Repeat Frequency field, select None, Monthly, or Weekly. Then select which day of the week or month you want the batch to run.
  1. In the Confidence Code field, select from 1 to 10 to set the minimum acceptable confidence code for the batch. The default is eight.
  2. For Account or Lead Match, your can also set the Row Limit.

  1. Click Save.

NOTE: The Start Time field, which includes the calendar date and time of day, is mandatory.To cancel a job that you've scheduled to run at a future date and time, enter a past date and time. If your job has already started, you cannot cancel it.

Viewing Batch Activity Logs

T1 | T2 | Microsoft | SAP On-Prem | Admin Only

After a scheduled job has completed, you can view the log for New and Refresh Batch jobs in the Batch Management window, as shown in the following illustrations. Batch Refresh refreshes both accounts and leads.

Processing Batches — Standard Level Expectation

T1 | T2 | Microsoft | SAP On-Prem | Admin Only

The standard level expectation (SLE), for batch processing turnaround time, is as follows:

Domestic Batches – 12 hour turnaround

  • United States and Canada
  • Batch sizes of 50,000 or less
  • 90% of files

Global Batches – 24 to 48 hour turnaround

  • Any batch containing files outside the United States or Canada
  • Batch sizes of 50,000 or less
  • 90% of files

NOTE: System maintenance for D&B Systems occurs Saturday 11 P.M. to Sunday 9 A.M. Eastern. Any batches you submit during this time might be delayed.

IMPORTANT: For batch jobs with more than 500 K (500 thousand) records, you will need to open a customer support ticket.