Company Object Automation

How to Use the Company Object Automation

To access Company Object Automation, please visit Account > "Settings" > "Companies"
Then, if you check the Create & Associate companies with contacts box, you will be prompted to begin adding contacts with Business Names to Companies that have those names.

Please Note:

The business name ignores case sensitivity. E.g. If a contact has a business name “Burger King” and another contact has “burger king”, one company will be created for Burger King, instead of two. The business name doesn’t ignore spaces in the business name. E.g. If a contact has the business name “Burger King” and another contact has “burger king”, two companies will be created for both business names. The system cannot identify Two differently spelled Business Names as belonging to one company. E.g. A contact with the Business Name: 'Ice Cream Sunday" will not be added to the same company as another contact with the business name: "Ice Cream Sundae" Even one alphabet being different would lead to a separate company being created for the contact.

Once you have checked the  Create & Associate companies with contacts check box, you will have the option to save this change. A prompt will ask you whether you would like to proceed with this:

By clicking Yes, all contacts with a Business Name field on their contact page will be added to a Company with the same name as their Business Name. If there is no company with that name, one will be created.

A confirmation message will appear if the process begins:

The Business Name field is the Unique Identifier in this regard. Case Sensitivity is not an issue but Spacing and Spelling are deciding factors. 

The following fields if filled out for the contact in the General Info tab would also be automatically mapped into the Company that gets created:

Street Address and Website have been purposefully left blank for the sake of this example:

Different Situations to Consider:

If the business name is unique and present in a single contact.

A new company will be created with the business name value present in the contact. 

And the contact will be associated with the company.

If the business name and its details are similar in multiple contacts.

A new company will be created with the business name value. All contacts will get 

associated with the newly created company.

If the business name is the same in multiple contacts but its details vary between contacts. 

A new company will be created with the business name value. All contacts will get 

associated with the newly created company. The below details will be considered 

for the latest contact created.

Limitations and Expected Behavior:

The setting feature is only available for admin users. Team 

members with the User Role will not have the ability to begin the migration process.

Please Note:

Users with User Role will still see the setting, they just would not be able to do anything to it.

When the automation settings are enabled, all existing contacts with business names will be migrated. Once the migration is completed, it will automatically update new contacts with the business name field value.

A contact that already has a company associated with it will not be migrated. This applies even if the Business Name is different when the process begins. The migration of existing contacts can only happen if they have no association with a company.

Please Note:

Changing the Business Name for contacts already added to a Company will have no impact on the Automation.

If the automation settings are turned off, auto sync or migration will stop. The migration or auto-sync will begin. 

The following audit logs for all activities are available for this feature.

• Identify the user who initiated the settings option.

• Which Contacts have been updated with company association information.

• Company creation.

• Company update.

If the settings are turned off in between existing contact migration and restarted, it will start the migration process from where it stopped. It will complete for the remaining contacts.

The feature is applicable via bulk import, public API, forms, etc. The company name and business name will be synced live.

Please Note:

The CSV file being imported must have a column with the Column Header "Business Name", and the respective Business Names must be filled out for contacts for the contacts to get added into a company upon being imported into the CRM. (Provided that the Company Object Automation is enabled). If you make any errors during the import and the wrong Company gets associated to the contacts with misspelled Business Name or spacing in the Business Name that does not match the Business Name for the Company, then you will need to delete the contacts that have the issue and re-import the CSV with the correct Business Name.(Any data lost due to the deletion will not be recovered because the contact is not being restored, a new version of the contact is being created)

This process lacks backward compatibility. The Business Name field and other synced fields in the contact's General Info are not updated when a company is created based on a business name.

Business name updates are not supported. When a company is created using a business name, any changes to the business name will not affect the company attributes. 

Please Note:

The Company Object automation only serves to associate existing or new contacts, THAT ARE NOT LINKED TO A COMPANY ALREADY, with Companies that share the same Business Name. If no such company exists then a company with that Business Name will be created.