Help & Docs
Everything you need to get value from Venn quickly.
How to upload your account list
Get your CRM accounts into Venn in under 2 minutes.
1
Export from your CRM. Any CSV or Excel file works — HubSpot, Salesforce, Pipedrive, Notion, or a plain spreadsheet.
2
Go to Upload Accounts and drag your file in. Venn auto-detects columns for company name, domain/website, owner, and more.
3
Map your columns. Confirm which column maps to Company Name, Domain, etc. Unmapped columns are stored as-is.
4
Review the preview and click Import. Venn normalizes names, deduplicates, and starts scanning each domain for tech signals.
💡 Best results: Include a Website or Domain column in your export. Without it, Venn tries to resolve domains from company names, which is less reliable.
How tech detection works
Venn fingerprints 7,500+ technologies across each company's public website.
1
Domain resolution. Venn takes the company domain and loads its public-facing website — the same page a visitor would see.
2
Fingerprinting. The page source, network requests, cookies, and response headers are checked against 7,500+ technology fingerprints — covering CRM, marketing automation, analytics, chat, CDP, ecommerce, and more.
3
Confidence scoring. Each detected technology gets a confidence level based on how many independent signals were found.
High — multiple clear signals
Medium — partial match
Low — single weak signal
Why some accounts show no tech results:
- No domain was found or resolved for the account
- The website blocks automated scanning (bot protection)
- The company uses no detectable web-facing technologies (e.g., pure enterprise intranet)
Try including the company's domain in your CSV for best results.
How to invite a partner
Run a secure overlap analysis without sharing raw account lists.
1
Go to Partners in your dashboard and click Invite partner.
2
Enter their email. They'll receive an invite to create a free Venn account and upload their accounts.
3
Once they upload, Venn computes the overlap privately — neither side ever sees the other's full account list, only the matched companies.
4
Review the overlap report together. Filter by account tier, tech stack, or ownership to find the best co-sell candidates.
💡 Privacy-first: Your full account list is never exposed to your partner. Only verified overlapping accounts are shown.
How to read your overlap results
Turn the match list into a prioritized action plan.
1
Overlap count — the number of accounts that appear in both your list and your partner's. A higher count means more co-sell surface area.
2
Account details — click any matched account to see the tech stack, CRM owner on each side, and account tier if provided.
3
Tech filters — filter overlap by shared technology (e.g., "show only accounts using Salesforce") to surface integration-ready opportunities.
4
Export — download the overlap as a CSV to take into your CRM, share with sales, or use in a joint pipeline review.
Start with your highest-tier overlapping accounts and accounts that share your key integration technologies — those are typically the fastest to close.
Frequently asked questions
Does my partner see my full account list?
No. Venn only surfaces companies that appear in both lists. Your partner never sees the accounts you have that they don't, and vice versa. Think of it as a secure intersection — like a hash-match — not a data exchange.
Why do some accounts have no tech results?
Three common reasons: (1) no domain was found or resolved for the account, (2) the company's website blocks automated scanning, or (3) the company uses no detectable public-facing web technologies. Including a domain/website column in your CSV upload significantly improves detection rates.
What file formats can I upload?
Venn accepts .csv, .xlsx, and .xls files. There's no strict format requirement — just make sure one column contains company names. Adding a domain or website column gives much better tech detection results.
How many accounts can I upload?
Free accounts can upload up to 500 accounts per list. Paid plans support larger lists. If you need to import a larger dataset, reach out and we can help.
How often is tech detection data refreshed?
Tech signals are scanned at the time of upload (or on demand). We don't automatically re-scan on a schedule, but you can trigger a rescan from the account detail view to get fresh data.
Can I use the free tech scanner without signing up?
Yes — the Free Tech Stack Scanner lets you paste up to 10 company names or domains and see their tech stacks instantly, no account required. For full account list scanning and partner overlap, you'll need a free Venn account.