System Flow
How a request becomes a company on Synaptic
Requests from repeating workflows, CRM sync, single requests and bulk uploads are batched, enriched by broad crawl or outsourcing, then published as company objects
Batches
Default view
Every request is a batch: fingerprint, organisation, status, domain count, assignees and source
Tracking a Batch
Overview: onboarded, in progress (awaiting creation, broad crawl, outsourced), errors and abandoned
All Requests: per-domain status and error message
Awaiting Creation
Broad Crawl
Outsourced
Updating Status
Enrichment actions on domains awaiting creation
Start enrichment: broad crawl or send for outsourcing
Confirmation, since the enrichment mode cannot be changed afterwards
Broad crawl started; the domains leave Awaiting Creation
Send for outsourcing
Exclusion List
Error class (default, defunct, syntax error, other) and an optional message
Tracking Multiple Batches
Select batches, then Analyse Batches
Combined processing stats with batch details side by side
Discontinue a Batch
Domains not yet onboarded are discarded; the action cannot be undone
Changing Assignees
Assignees are set by default logic; select users can reassign batches
Detailed Count
Hovering a status shows identified, onboarded, in-progress and error counts
Create a Request
Batch name, organisation and assignee
Upload a CSV, TSV, XLS or XLSX of up to 10,000 companies
Automated Batch Creation
- Company requests and CRM syncs are collated into org-specific batches, queued, and moved to In Progress at 8:30 am every day, or immediately once a batch crosses a size threshold
- A queued batch can be force-started from the requests page
Queued
Force Start
Toast Messages
Processing Warning
Later update: a warning while a request is still being processed, plus a Duplicates count