---
title: "Adding a Dun and Bradstreet Number on the Company Add Screen"
slug: "adding-a-dun-and-bradstreet-number-on-the-company-add-screen-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/adding-a-dun-and-bradstreet-number-on-the-company-add-screen-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Dun and Bradstreet Number on the Company Add Screen

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Adding a Dun and Bradstreet Number on the Company Add Screen**

*Risk Compliance › Dun and Bradstreet › Adding a Dun and Bradstreet Number on the Company Add Screen*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A company's **Dun and Bradstreet Number** is stored in the **Vendor/Client Details** section of the vendor/customer record, alongside the Vendor/Client Name, Tax ID, and Web Address. The field appears on the **Add** screen when a new company is created and on the record afterward. The number is matched through the Dun & Bradstreet connection configured in **Administration › Data Aggregator Service**, which is the system-level setup for screening companies against OFAC sanctions, SAM.gov debarment, and Dun & Bradstreet data.

# 2. Key Elements

- The **Dun and Bradstreet Number** field is in the **Vendor/Client Details** section (step 2 of the Add screen).
- The vendor/customer type chosen on the Add screen (for example, **Company**) decides which fields and sections appear.
- When the field is locked, it shows a grey background and the tooltip “This field is locked and can't be edited.” It is filled when the company is matched to a D&B number.
- **Administration › Data Aggregator Service › Dun & Bradstreet** holds the D&B connection used to match companies.

# 3. Opening the Company Add Screen

1. From the Contract Insight homepage, click the **Directory** icon in the left navigation bar.
2. Select **Vendors / Customers**.

![Directory menu with Vendors / Customers highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/duns-01-directory-menu.jpg)

1. On the **Vendors / Customers** page, click **+ Add**. To work with an existing company instead, click **Manage** on its row (see Section 5).

![Vendors / Customers list with Add and Manage buttons](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/duns-02-vendors-list.jpg)

1. On the **Add Vendor / Customer** screen, open the **Select one** list and choose the vendor/customer type (for example, **Company**). Click **Cancel** to leave without adding a record.

![Vendor / customer type list with Company highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/duns-03-select-type.jpg)

# 4. Entering Company Details and the D&B Number

1. The **Add Company** screen opens on step 1. Click **Vendor/Client Details** in the **Sections** list on the right (or click **Next ›**).
2. Enter the **Vendor/Client Name** and the other required fields (marked with a red asterisk).
3. Locate the **Dun and Bradstreet Number** field. Enter the company's nine-digit D-U-N-S number if the field is editable in your environment. If it is locked, it is filled when the company is matched to D&B (see Section 6).
4. Complete the remaining sections, then click **Save Record**, or **Save as draft** to finish later.

![Add Company screen with the Dun and Bradstreet Number field](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/duns-04-add-company-dnb-field.jpg)

**Note:** Use **Vendor / Customer Type** at the top of the screen to switch types if needed. The type drives which fields, clauses, and workflow apply to the record.

# 5. Viewing the D&B Number on an Existing Company

1. Go to **Directory › Vendors / Customers** and click **Manage** on the company's row.
2. On the **Record Details** tab, find the **Dun and Bradstreet Number** in the **Vendor/Client Details** section. A dash (–) means no number has been recorded yet.
3. To update other fields in the section, click **Edit All** or the section's pencil icon.

![Company record showing the Dun and Bradstreet Number field](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/duns-05-record-dnb-field.jpg)

# 6. Connecting Dun & Bradstreet (Administrators)

Companies can only be matched to a D&B number once the Dun & Bradstreet connection is set up.

1. Go to **Administration**, search for **Data Aggregator**, and open **Data Aggregator Service**.
2. Click the **Dun & Bradstreet** tab and enter the **API key** and **API secret** from D&B.
3. Turn **Connection in use** on, choose the data blocks to receive, and click **Save changes**.

![Data Aggregator Service Dun and Bradstreet tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dag-06-dun-bradstreet-tab.jpg)

See **Data Aggregator Overview** for the full setup.

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Add a new company | Directory → Vendors / Customers → **+ Add** → choose a type (for example, Company). |
| Find the D&B Number field | Add screen or record → **Vendor/Client Details** section. |
| Enter the D&B Number | Vendor/Client Details → **Dun and Bradstreet Number** (if editable) → **Save Record**. |
| View a company's D&B Number | Vendors / Customers → **Manage** → Record Details → Vendor/Client Details. |
| Set up the D&B connection | Administration → Data Aggregator Service → **Dun & Bradstreet** tab. |