Enriching partnership data

To maximize the value of Mantle Partnerships, having comprehensive and up-to-date customer data is essential. While existing Mantle data is automatically included in your partnership profile, you may want to enrich this data with additional information from other systems. This guide covers various methods for importing and enhancing your partnership data.

Understanding data enrichment

Data enrichment in Partnerships refers to supplementing your existing Mantle customer data with additional information that helps categorize customers into lifecycle stages and provides more context for potential partnership opportunities. Enriched data helps you:

• Accurately classify customers into the correct lifecycle stages

• Provide partners with more valuable context about shared customers

• Identify more potential overlap with partner customer bases

• Create more precise targeting for co-marketing initiatives

HubSpot integration

If you use HubSpot as your CRM, you can directly integrate it with Mantle Partnerships to import companies and their lifecycle stages.

Setting up HubSpot integration

1. Navigate to Settings > Integrations

2. Find the HubSpot section and click Set Up Integration

3. Authenticate with your HubSpot account

4. Configure the integration settings:

   • Select which company data to import

   • Map HubSpot lifecycle stages to Mantle Partnership stages

   • Choose how frequently to sync data

See our detailed HubSpot integration guide for more information

What gets imported

The HubSpot integration automatically imports:

• Company records and domains

• HubSpot lifecycle stages (mapped to Partnerships stages)

• Contact information associated with companies

• Relevant company properties that help with partnership matching

The integration will automatically map HubSpot’s lifecycle stages to the corresponding stages in Partnerships, but you can customize this mapping during setup.

Importing from Salesforce

If you use Salesforce as your CRM, you can import leads and opportunities data by following these steps:

Exporting from Salesforce

1. In Salesforce, navigate to Reports

2. Create a report that includes:

   • Lead/Contact/Account data with email and domain information

   • Opportunity data with stages

   • Any other relevant fields for partnership matching

3. Export the report as a CSV file

Importing into Partnerships

1. In Mantle Partnerships, navigate to the data import section

2. Select Salesforce Import

3. Upload your exported CSV file

4. Map the Salesforce fields to Mantle fields:

   • Ensure domain or myshopify domain fields are correctly mapped

   • Map Salesforce stages to Partnerships lifecycle stages

   • Configure any additional field mappings

5. Start the import process

The import process will create or merge customer records in Mantle based on domain matching and will categorize them according to your stage mapping.

Generic CSV import

If you don’t use either HubSpot or Salesforce, or if you want to import data from another system, you can use the generic CSV import functionality:

1. In Mantle Partnerships, navigate to the data import section

2. Select Generic CSV Import

3. Download the CSV template which includes the required fields:

   • name

   • email

   • domain

   • lifecycle stage

   • (optional) myshopify domain

   • (optional) Shopify shop ID

4. Fill in the template with your customer data

5. Upload the completed CSV file

6. Review and confirm the field mappings

7. Start the import process

The CSV import will create or merge customer records in Mantle and make them available in your Partnerships dashboard.

Best practices for data enrichment

To get the most out of your partnership data enrichment:

Clean your data before import

• Ensure domains are formatted consistently (e.g., with or without “www.”)

• Remove duplicate records before importing

• Standardize lifecycle stage names to match your Partnerships configuration

Prioritize key fields

The most important fields for effective partnership matching are:

• Domain (regular domain)

• Myshopify domain (for Shopify merchants)

• Lifecycle stage

• Contact information

Regular refreshes

• Set up scheduled imports or integrations to keep partnership data current

• Re-import after significant CRM changes or cleanup

• Review and update lifecycle stage mappings periodically

Test small batches

• For large customer bases, test your import with a small batch first

• Verify the field mappings produce the expected results

• Check that lifecycle stages are assigned correctly

With properly enriched data, your Partnerships dashboard will provide more valuable insights and identify more significant opportunities for collaboration with your partners.

For more information on how to interpret and act on the data in your partnership view, see our guide on Understanding the Partnership Dashboard.