You can filter at the top of the results by looking at direct matches, potential matches, or no account.
The results grid will show you the following information.
| Field | Description |
| Row | The row number of the original record from the import file. |
| Company | This will show the company name in the import file and the matched account’s platform name. |
| Worldly ID | The Worldly ID (previously Higg ID) for the matched record. |
| Location | The full address on the account from the matched record. |
| Previous Share | Used to provide information about if the matched record has ever shared any other modules with the cadence owner. |
| Shared | Used to provide information about if the matched record has shared the target module for this cadence with the cadence owner. |
| Status | The status of the target module for this cadence. Options include every platform status, plus an additional status for “Not Acquired”:
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| Cadence | If this account is in another cadence, the cadence title will be shown here. If the account already exists in this cadence, that will also be shown here. |
| The email address of the user on the account from the matched record. | |
| OS ID* | The OS ID for the matched record (if the account has one). |
| Custom Account ID* | The custom ID for the matched record (if the account has one). |
| Social Credit ID* | The social credit ID for the matched record (if the account has one). |
| Account ID* | The Worldly Account ID for the matched record. |
Tip #1: Customize the table layout. You may choose which fields you’d like to see on your results table. The fields marked above with an asterisk will not automatically show in initial import results unless selected manually.
Review Direct Matches
Records that have Direct Matches will show as marked with a green check mark. Review direct matches and select to add to the cadence. You also have the option to select ‘Track as No Account’ even if the result is categorized as a direct match.
Review Potential Matches
Records that have Potential Matches will show as marked with a yellow question mark, and you can view potential matches by clicking See More Results (if needed). Potential matches will default to the first six matches, but can be expanded to 20 matches. If you still don’t see a match after that, you can mark it as “No Account” or go to the Search Tab and change your search. View potential matches (click See More Results if needed), and select the correct account or select ‘Track as No Account’ if none are correct. After selecting the correct account, click Add the Cadence.
Review Records with No Matches
Records that have No Matches will show as marked with a red x mark. These are accounts that no matched account could be found for based on the information in the CSV upload. You can search directly, or add these to cadence to track as ‘No Account’.
Tracking As ‘No Account’
For records (facilities) that you would like to track, but have not yet created a Worldly account, you now have the ability to track these records in your cadences. For potential matches and no matches, you can select ‘Track as No Account’. This will now appear as part of the ‘No Account’ status in your cadence and graphs.
*Records categorized as ‘No Account’ will receive an automated email inviting them to create an account on the Worldly platform, IF an email address has been entered in the file upload and IF the automated email communication option has been enabled when setting up the cadence. For default cadences, the automated email communication is by default enabled.
Once you have fully reviewed upload results and selected accounts, you can add to cadence.
You can return to these import results any time, even after you exit this page. When you navigate to the Upload-tab, you will see a running list of uploads for this cadence. To view the results of a previous upload, simply click on the item from the list to view: see image.