FAQ
Access and Authentication
How do I get a new login email if mine expired?
Contact [email protected] for a new login email.
Does Altrata support SSO/SAML?
Yes. Contact your account manager to implement SSO or SAML authentication.
How do I get a new user access or change out licenses for my users?
Reach out to your Client Success representative or Account Manager with the details and they will help with your request.
Data and Searching
What search tool should I use for finding prospects or targets?
Use Advanced Search to identify targets by applying specific filters like role, industry, or location.
How often is data updated within the platform?
Altrata continuously updates tens of thousands of profiles daily using manual research, news articles, public filings, and industry-leading data vendors.
What happened to my data from older products?
Most data has been migrated, including lists, connections, relationship strengths, and users. Customized alerts and saved searches may have not transferred.
Why might a data filed from an older product be missing?
The new platform combines four people intelligence products into one unified system. Some data fields maybe be temporarily unavailable as we ensure accuracy and quality across our consolidated dataset.
Where does contact data come from?
Our research team collects email addresses during their research process and through industry-leading data vendors. We never source contact data from our users or clients.
Can I disable contact data within my account?
Yes. Contact your account manager to disable this capability, if needed.
What data do you retain from any files/info I or my colleagues upload to the platform?
We have a strong commitment to privacy for our users and clients. You can learn about our privacy policy here: https://altrata.com/privacy-policy.
Who should I upload as my connections?
If you are at a professional organization (i.e. not a non-profit) we recommend loading in individuals that you have in your Contacts, LinkedIn Connections, CRM, or other system.
However, the approach you take when uploading your connections is your decision. Some users prefer to load in only individuals they have a strong relationship to, ones they’d be comfortable asking an introduction from. While others like to cast a wider net.
If you are at a non-profit then we instead recommend focusing on your leadership team, board members, and top donors. Our client success team can help you strategize and discuss the different options, contact them at [email protected].
Exports and Limits
What are the export limits?
Export up to 5,000 records per advanced search. Download profiles as PDFs or export search results as CSV files.
What data is included in the platform's exports?
Altrata strives to ensure that every export/report contains the same data that is available in the platform itself. However, since Altrata is in rapid active development there will be times where the data shown on the platform is not available within the reports from Profiles, Pathfinder, or Advanced Search.
This data will eventually be included in the exports/reports, but if you cannot find the data you are expecting please do reach out to your Account Manager or submit product feedback regarding the issue.
Platform Capabilities
What integrations are available?
Altrata integrates with Salesforce and offers Data as a Service (Daas) options including:
- SFTP data feeds
- Snowflake data feeds
- API access
Does Altrata have all capabilities from previous products (BoardEx, Wealth-X, etc.)?
The Altrata platform (as of April 2025) is working toward parity with older products over the next 6-12 months while also offering new features and data unavailable in legacy systems.
What security standards does the Altrata platform meet if any?
Altrata is SOC-2 Compliant, and if you wish to learn more about our InfoSec practices contact us at [email protected].
Training and Support
How can I get training for myself or my team?
Accelerate your learning through:
- Live training sessions and webinars
- Self-service resource center materials
- Interactive product walkthroughs
- Live chat with our Client Success Team
Contact your account manager to schedule training.
How do I get help with the platform?
Reach out through:
- The Contact Us button at the bottom of the screen
- Live chat support
- Email at [email protected]
- Phone support at: US: +1 888 257 6082 / UK: +44 20 4539 4475