Enrich Google Sheets with Dun & Bradstreet Data Blocks Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

Automate company enrichment directly in Google Sheets using Dun & Bradstreet (D&B) Data Blocks. This workflow reads DUNS numbers from a sheet, fetches a Bearer token (via Basic Auth → /v3/token), calls the Data Blocks API for each row (/v1/data/duns/...), extracts Paydex, and appends or updates the sheet. A Filter node skips rows already marked Complete for efficient, idempotent runs. ✅ What this template does Pulls DUNS values from a Google Sheet (Option A) Uses an HTTP Header Auth credential for D&B, or (Option B) Dynamically fetches a Bearer token from /v3/token (Basic Auth) Calls D&B Data Blocks per row to retrieve payment insights Extracts Paydex and upserts results back to the sheet Skips rows already Complete 👤 Who's it for RevOps/Data teams enriching company lists at scale SDR/Marketing teams validating firmographic/credit signals BI/Automation builders who want a no-code/low-code enrichment loop 🧩 How it works (node-by-node) Get Companies (Google Sheets) – Reads rows with at least duns, paydex, Complete. Only New Rows (Filter) – Passes only rows where Complete is empty. D&B Info (HTTP Request) – Calls Data Blocks for each DUNS using a header credential (Authorization: Bearer <token>). Keep Score (Set) – Maps nested JSON to a single Paydex field: {{$json.organization.businessTrading[0].summary[0].paydexScoreHistory[0].paydexScore}} Append to g-sheets (Google Sheets) – Append or Update by duns, writing paydex and setting Complete = Yes. > The workflow also includes Sticky Notes with in-canvas setup help. 🛠️ Setup instructions (from the JSON) 1) Connect Google Sheets (OAuth2) In AlekSystem → Credentials → New → Google Sheets (OAuth2) and sign in. Use/prepare a sheet with columns like: duns, paydex, Complete. In your Google Sheets nodes, select your credential and target spreadsheet/tab. For upsert behavior, set Operation to Append or Update and Matching column to duns. > Replace any example Sheet IDs/URLs with your own (avoid publishing private IDs). 2) Get a D&B Bearer Token (Basic Auth → /v3/token) — Optional Dynamic Token Node Add/enable HTTP Request node named Get Bearer Token1. Configure: Authentication: Basic Auth (your D&B username/password) Method: POST URL: https://plus.dnb.com/v3/token Body Parameters: grant_type = client_credentials Headers: Accept = application/json Execute to receive access_token. Reference the token in other nodes via: Authorization: Bearer {{$node["Get Bearer Token1"].json["access_token"]}} > ⚠️ Security: Don't hardcode tokens. Prefer credentials or fetch dynamically. 3) Call D&B Data Blocks (use Header Auth or dynamic token) Node: D&B Info (HTTP Request) Authentication:** Header Auth (recommended) URL:** https://plus.dnb.com/v1/data/duns/{{ $json.duns }}?blockIDs=paymentinsight_L4_v1&tradeUp=hq&customerReference=customer%20reference%20text&orderReason=6332 Headers:** Accept = application/json If not using a stored Header Auth credential, set: Authorization = Bearer {{$node["Get Bearer Token1"].json["access_token"]}} > {{ $json.duns }} is resolved from the current row provided by Get Companies. 4) Map Paydex and Upsert to Google Sheets Keep Score (Set)** Field Paydex (Number): {{$json.organization.businessTrading[0].summary[0].paydexScoreHistory[0].paydexScore}} Append to g-sheets (Google Sheets)** Operation: Append or Update Matching column: duns Columns mapping: duns = {{ $('Get Companies').item.json.duns }} paydex = {{ $json.Paydex }} Complete = Yes 🧪 Test checklist Add a few test DUNS rows (leave Complete blank). Run the workflow and confirm Only New Rows passes expected items. Check D&B Info returns payment insight data. Confirm Paydex is set and the row is updated with Complete = Yes. 🔐 Security & best practices Store secrets in Credentials (HTTP Header Auth/Basic Auth). Avoid publishing real Sheet IDs or tokens in screenshots/notes. Consider rate limits and backoff for large sheets. Log/handle API errors (e.g., invalid DUNS or expired tokens). 🩹 Troubleshooting 401/403 from D&B:** Verify credentials/token; ensure correct environment and entitlements. Missing Paydex path:** D&B responses vary by subscription/data availability—add guards (IF node) before mapping. Rows not updating:* Confirm *Append or Update* is used and *Matching column** exactly matches your sheet header duns. Filtered out rows:** Ensure Complete is truly empty (no spaces) for new items. 🧯 Customize further Enrich additional fields (e.g., viability score, portfolio comparison, credit limits). Add retry logic, batching, or scheduled triggers. Push results to a CRM/DB or notify teams via Slack/Email. 📬 Contact Need help customizing this (e.g., enriching more fields, normalizing responses, or bulk-processing large sheets)? 📧 robert@ynteractive.com 🔗 https://www.linkedin.com/in/robert-breen-29429625/ 🌐 https://ynteractive.com

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