---
title: "Configuring Dun and Bradstreet"
slug: "configuring-dun-and-bradstreet-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/configuring-dun-and-bradstreet-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.

# Configuring Dun and Bradstreet

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Configuring Dun and Bradstreet**

*Risk Compliance › Dun and Bradstreet › Configuring Dun and Bradstreet*

**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

Administration > **Data Aggregator Service** has a dedicated **Dun & Bradstreet** tab for this integration, alongside Connection, OFAC, and SAM.gov tabs for the same screening service. Its Connection section holds the D&B-issued **API key** and **API secret** (entered as write-only fields that show a placeholder until replaced), a **Monitoring reference** (the subscription D&B pushes company changes to — left blank if monitoring isn't used), and a Connection in use toggle. Below that, a "What to receive" section lists the data blocks available for purchase from D&B — **Company Information**, **Financial Strength Insights**, and **Third-Party Risk Insights** — each with independent Receive and Watch for changes toggles plus Version and Level selectors, since D&B prices its data in blocks with their own detail levels; a link to D&B's own data-block guide is provided for choosing the right level.

# 2. Key Elements

- Administration > **Data Aggregator Service** > **Dun & Bradstreet** tab holds the **API key**, **API secret**, and **Monitoring reference**, plus a Connection in use toggle.
- A "What to receive" section lists purchasable data blocks — **Company Information**, **Financial Strength Insights**, **Third-Party Risk Insights** — each with Receive/Watch for changes toggles and Version/Level selectors.
- The same **Data Aggregator Service** screen also has Connection, OFAC, and SAM.gov tabs, since D&B is one of three compliance feeds companies and employees are screened against.

# 3. Navigating to the Data Aggregator Service

1. From the Contract Insight homepage, click the **Administration** (settings) icon at the bottom of the left navigation bar.
2. Under **Automation & Data**, click **Data Aggregator Service**.

![Administration page with Data Aggregator Service highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dnb-01-admin-data-aggregator.png)

The **Data Aggregator Service** page opens with **Connection**, **OFAC**, **SAM.gov**, and **Dun & Bradstreet** tabs.

# 4. Connecting Dun & Bradstreet

1. Navigate to **Administration → Data Aggregator Service** (see Section 3) and click the **Dun & Bradstreet** tab.
2. In the **Connection** section, enter the D&B-issued **API key** and **API secret**. These are write-only fields; until a value is saved they show a placeholder such as "Not set - type the key".
3. Enter the **Monitoring reference** (the subscription D&B pushes company changes to). Leave it blank if you aren't using monitoring.
4. Switch **Connection in use** on (it reads **Disabled** while off).
5. Click **Save changes**.

![Dun and Bradstreet tab Connection section](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dnb-02-connection-settings.png)

**Note:** Until a connection is saved, the tab shows "Dun & Bradstreet hasn't been connected yet, so no company can be matched to a D&B number." Clearing both the key and the secret and saving removes the connection. To keep the connection but stop using it, switch **Connection in use** off instead.

# 5. Choosing the Data to Receive

1. On the **Dun & Bradstreet** tab, scroll to the **What to receive** section.
2. For each data block you have bought from D&B — **Company Information**, **Financial Strength Insights**, and **Third-Party Risk Insights** — switch **Receive** on.
3. Switch **Watch for changes** on for any block you want monitored. This registers your companies with D&B so it sends updates as they happen; turning it off for every block withdraws them.
4. Select the **Version** and **Level** to request for each block. If you aren't sure which to choose, ask your D&B representative or click **D&B's data-block guide**.
5. Scroll back to the top of the page and click **Save changes**.

![What to receive section with Receive, Watch for changes, Version and Level controls](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dnb-03-what-to-receive.png)

# 6. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the D&B settings | Administration (settings icon) → Automation & Data → **Data Aggregator Service** → **Dun & Bradstreet** tab. |
| Connect to D&B | Enter **API key** and **API secret** (and **Monitoring reference** if used) → switch **Connection in use** on → **Save changes**. |
| Pause the connection | Switch **Connection in use** off → **Save changes**. |
| Remove the connection | Clear both **API key** and **API secret** → **Save changes**. |
| Choose data blocks | **What to receive** → switch **Receive** on and set **Version** and **Level** → **Save changes**. |
| Monitor companies for changes | **What to receive** → switch **Watch for changes** on → **Save changes**. |