Data Management

The Data Management section allows you to monitor the latest updates and configurations of the diverse data sets that are populating your platform, including companies, custom properties, and RSS feeds, as well as uploading companies and their financial and transactional information.

Companies

The ‘Companies’ tab within Data Management enables you to oversee company records. You can toggle a company’s active status, view the dates of addition and last scraped at, and sort by these parameters. Along the right side of the columns, clicking the vertical ellipses opens options to view the company profile, delete (please read Delete company before you delete a company) or hide the company from your platform.

Custom Properties

Custom properties display your personalised scores. These can be set up during the initial configuration of your platform and further customised to your preferences on this page.

The custom score table provides the score name and the dates it was created and updated. It includes the content type, which is either companies or articles, and the data type, which can range from numeric, rating, boolean, date, to pick list. The output of the custom score is detailed in the component field.

💡 You can see in which widget the custom score is located under the location field. The visibility of each custom score is controlled by settings that determine whether it shows only when data is available or is always visible. You have the option to edit or delete the custom score by clicking the vertical ellipses.

Create a custom company properties

Step by step guide:

  • Head to “Data Management Page”
  • Click the Custom Properties tab
  • Press “+ Create a Custom Property”
    • Enter “Property Name”
    • Enter “Content Type”
    • Enter “Data Type”
    • Enter “Component type”
    • Enter “Visibility”
    • Enter “Location”
  • Press “Save Changes”

Once you have refreshed the page you will be able to see your new custom property.

Create a custom article properties

Step by step guide:

  • Head to “Data Management Page”
  • Click the “Custom Properties” tab
  • Press create a custom property
    • Enter “Property Name”
    • Enter “Content Type”
    • Enter “Data Type”
    • Enter “Component type”
    • Enter “Visibility”
    • Enter “Location”
  • Press “Save Changes”

Editing custom properties

Editing custom properties allows you to adapt your database to changing business priorities and objectives. You can modify property names, data types, and descriptions to ensure that the data you collect remains accurate and relevant. This flexibility helps preserve data quality by addressing inaccuracies or inconsistencies that may arise over time. By customising your platform to your evolving needs, you enhance efficiency and the overall user experience, supporting more informed decision-making.

Step by step guide:

  • Head to “Data Management Page”
  • Click the “Custom Properties” tab
  • Click the ellipses button
  • Edit the data you desire
  • Press “Save Changes”

Deleting custom properties

Deleting custom properties is essential for organise your database and streamline your workflow. Removing properties that are no longer relevant or necessary helps maintain your database. This action ensures that you focus on the most pertinent data, preventing unnecessary data clutter. It’s a valuable step in optimising your platform to meet your specific requirements and improve overall data management.

Step by step guide:

  • Head to “Data Management Page”
  • Click the “Custom Properties” tab
  • Click ellipses
  • Press “Delete Custom Property”
  • Press “Delete Property”

💡 When editing a custom property, you also have the capability to delete it as an available option.

RSS feeds

The platform enables users to create new profile fields, integrate RSS feeds, or custom URLs for data scraping, and upload data. Users can add standard RSS feeds through the interface, and for pages without RSS, CSS selectors can be configured in the database for scraping content like links, titles, and bodies. This is particularly effective for scraping sites like government web pages that lack standard feeds.

Upload RSS feeds

You can manually add a RSS Feed to your dataset. This manual addition is useful for including specific, individual data entries that might not be part of a larger data import, allowing for a more tailored and precise data management approach.

Step by step guide:

  • Head to “Data Management Page”
  • Click the “RSS Feeds” tab
  • Press “Upload Feeds”
  • Select “Add Row Manually”
    • Enter “Name”
    • Enter “Url”
  • Press “Upload RSS Feeds”

Uploading feeds allows manual data entry or CSV uploads for frontend management. Smaller CSV files can be handled directly, while larger files require precise formatting for direct parsing by the system.

Upload RSS feeds via CSV

To update the table with your specific data, you can upload a CSV file that adheres to the required format. This process involves preparing your CSV file in a way that matches the platform’s data structure, ensuring each column in your CSV corresponds to the appropriate field in the table. Once uploaded, the system will populate the table with the data from your CSV, allowing you to integrate and work with your personalised dataset within your platform. This functionality is particularly useful for importing large sets of data or custom information that isn’t already available on your platform.

Step by step guide:

  • Head to “Data Management Page”
  • Press “Upload Feeds”
  • Click “Upload CSV”
  • Press “Upload RSS Feeds”

Data upload: Companies

Companies will be added to your company universe and Data Source workers will begin gathering related data.

 

Step by step guide:

  • Head to “Data Management Page”
  • Click the “Data Upload” tab
  • Select “Add manually”
  • Enter “Name”
  • Enter “Website”
  • Enter “Country”
  • Press “Save”

Data upload: Companies via CSV

Step by step guide:

  • Head to “Data Management Page”
  • Click the “Data Upload” tab
  • Select “Upload CSV”
  • Drop the file into the upload box
  • Enter Collections (optional)
  • Press “Upload”

💡 Make sure to use the Companies Template click “Get Template” to download the CSV template.

Data upload: Company financial data

The uploaded data will be linked to the companies in your universe, if they are available.

Step by step guide:

  • Head to “Data Management Page”
  • Click the “Data Upload” tab
  • Press “Upload CSV”
  • Drag your CSV into the upload box
  • Press “Upload”

💡 Make sure to use the Company Financial Data Template click “Get Template” to download the CSV template.

Data upload: Company funding data

The uploaded data will be linked to the companies in your universe, if they are available. If not, the data will be shown independently in the Transactions view.

Step by step guide:

  • Head to “Data Management Page”
  • Click the “Data Upload” tab
  • Press “Upload CSV”
  • Drag your CSV into the upload box
  • Press “Upload”

💡 Make sure to use the Company Funding Data Template click “Get Template” to download the CSV template.

Data upload: Company M&A deals data

The uploaded data will be linked to the companies in your universe if they are available. If not, the data will be shown independently in the Transactions view.

Step by step guide:

  • Head to “Data Management Page”
  • Click the “Data Upload” tab
  • Press “Upload CSV”
  • Drag your CSV into the upload box
  • Press “Upload”

💡 Make sure to use the Company M&A Deals Data Template click “Get Template” to download the CSV template.

Glossary
  • Companies

Entries representing individual businesses within the data management system, which can be actively managed for visibility and data accuracy.

  • Custom Properties

User-defined metrics or characteristics that can be assigned to companies or articles to tailor the platform’s data handling to specific needs.

  • RSS Feeds

Web feed formats used to publish frequently updated information, such as news articles or blog posts, which can be customised for specific content scraping needs.

  • Data Activity

Monitoring and management of data updates, configurations, and the overall health of the data sets populating the platform.

  • Unmatched Data

Data entries that the system cannot automatically link to existing records, requiring manual intervention for accurate categorisation or association.

  • Data Upload

The process of adding new data to the platform, which can include companies, financial information, transactional data, etc., either manually or through CSV files.