How To Use The Company Object Automation

How To Use The Company Object Automation

To access Company Object Automation, go to "Settings" > "Companies" from the menu:
Click on "Create & Associate companies with contacts" to start the process. Businesses with the Business Name written in the Business Name field will be added to all contacts with that business name.

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 "Create & Associate companies" with contacts, you can save the change. You will be asked whether you wish to proceed:

By clicking Yes, all contacts with a "Business Name" field on their contact page will be added to a Company of the same name. The company will be created if it does not already exist.
A confirmation message will appear when the process begins:

In this regard, the Business Name field is the Unique Identifier. Case Sensitivity does not matter, but spelling and spacing do. 

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

 Please Note:

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

Once the automation settings are turned on, it migrates all existing contacts with the business name. Once the migration is completed, it automatically syncs new contacts with business name field value.

If a contact has a company associated with it already, it will not be migrated to a different company. This is even if the Business Name is different at the time the process is started. 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.

• The User who initiated the settings option.

• Contacts who have been updated with company associations.

• 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 applies to bulk imports of contacts, public API, forms, etc. The company name and business name will be in live sync.

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)

There is no backward compatibility with this process. Whenever a company is created based on a business name, changes to the company name or its details are not reflected in the Business Name field or other synced fields.

Business name updates are not supported. In other words, once a company has been created using the business name, any change to the name will not affect the attributes of the company or its relationship to its contacts. 

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.