Overview
Control which CRM fields are imported into Cognism for enrichment. Selective data import lets you choose which fields are imported from your CRM into Cognism. This helps you meet your organisation's data governance and privacy requirements by importing only the data you need.
You can configure field selection separately for each supported CRM object. Your selections are saved and applied to future import and sync jobs.
To maintain matching quality, required matching fields are always included and cannot be deselected.
Before you begin
- You must be a Cognism administrator
- Your Salesforce or HubSpot integration must already be connected
- Changes apply to future syncs. They do not change data that has already been imported
Configure field selection
You can configure imported fields for each supported CRM object.
- Go to Settings > Integrations.
- Select your connected Salesforce or HubSpot integration.
- Open Data import.
- Select the object you want to configure:
- Contact
- Lead
- Account
- Review the list of available CRM fields.
- Select the fields you want to import.
- Clear any fields you do not want to import.
- Select Save.
Your changes are applied the next time the integration runs a sync.
Required matching fields
Some fields are required to support record matching and enrichment.
These fields:
- Are selected by default
- Cannot be deselected
- Appear as locked in the field list
This ensures Cognism continues to match and enrich records accurately.
Note: The exact required fields depend on the CRM object and integration.
View imported fields
Each import creates a view showing which fields were imported during that sync.
You can use the view to:
- Confirm which CRM fields were shared with Cognism
- Support internal data governance or privacy reviews
- Verify that your field selection was applied successfully
What happens to existing integrations?
If you already use the CRM integration, no action is required.
All currently imported fields remain selected after this feature is enabled. This ensures existing integrations continue to work without interruption.
You can update your field selection at any time.
Expected result
After saving your configuration:
- Only selected CRM fields are imported during the next sync
- Required matching fields remain included automatically
- Your field selection is saved for future syncs
Next steps
After configuring selective data import, you may also want to:
- Review your CRM integration settings
- Run a manual sync to apply your changes immediately