Making EDA/UCC Filings Actionable – Integrating EDA Account Profiles

Unlock the full potential of your EDA data with the Handle integration. Streamline and empower your team.

A lot of organizations subscribe to EDA to access detailed information about their accounts, prospects and customers, and transaction histories. But they find it difficult to share that data with their team members. 

With Handle, you can give your team full access to your EDA data and UCC filings:

1. Bring your EDA data and UCC filings into Handle.
2. See your accounts’ complete EDA profile without leaving Handle.
3. Make data useful to your entire team.

Make EDA Data Useful to Your Team

The Handle-EDA Integration brings your EDA data into Handle, so you can access your subscription without having to leave the application.

This makes it possible to share EDA data with your team, so they have more detailed information about existing customers and prospects.

In another article, we’ll talk about how to use this data to measure market penetration and participation and to generate leads. 

When they open a customer record, they only need to click on the EDA tab to display the account profile.

How to Integrate EDA/UCC Filings with Handle

To link your current accounts to their EDA profiles, you need to go through five simple steps:

1. Download your account data in the CRM to a spreadsheet.
2. Upload that data to EDA.
3. Have EDA run their automated process, linking the accounts to their BuyID.
4. Download EDA’s spreadsheet with the synced account data.
5. Have us upload the data into Handle.

Once you’ve integrated EDA with Handle, your prospect and customer accounts will automatically include a tab that displays their EDA profile, so you can see the details without having to leave the application.

How to Get Started

If you’re ready to set up the Handle-EDA integration, you can contact us at https://texadasoftware.com/support/. We can answer your questions, help you perform a full download of your database, and guide you through the process. 

You can also reach out to EDA for instructions on how to upload your data to sync your accounts to their BuyID.