How to create a company
Learn how to create companies to better manage B2B relationships in your CRM.
In User.com a company represents an organization or business that users belong to. Creating a company allows you to group contacts under one common account, track business-level interactions and run sales or support workflows.
Companies can be added manually, automatically using automations, or imported in bulk using a CSV file or REST API.
How to Create a Single Company Manually
Creating a company manually is a quick and reliable option, especially useful for sales or support agents who are working directly with organizations and want to log new entries in real time.
Company Section
Please go to Data > Company section.
Find the "Add a Company + " button in top right corner of the panel and click on it.
Fill the form with the details.
User Profile
Enter the profile of the user, whose company you want to create in the application.
Find the "Company" section on the left side of the profile, click on the "+" icon and start taping the name of the company.
If there is no company with such a name in the system, the app shows the "Create new" option. Click on it.
Fill the form with the details.
Deal Profile
While working on a specific deal in the CRM you can also create a company and assign it to this deal.
Find the "Company" section on the left side of the deal profile, click on the "+" icon and start taping the name of the company.
If there is no company with such a name in the system, the app shows the "Create new" option. Click on it.
Fill the form with the details.
All of the described options lead to the company creation form, which should be filled with the required informations about the company.
This form includes both standard and custom attributes. To know more how to create custom fields for various objects, please check this article.
The only obligatory attribute for the application is the "name". Each team may decide which fields are required when creating a company (e.g., company name, industry, region, assigned account manager). Aligning internally helps ensure data quality across the CRM.
Example: An account manager is onboarding a new client and manually adds the company record right from the User Profile view. They include the company name, country, industry, and assign a sales representative responsible for the onboarding process.
NOTE! The "company id" attribute might be extremely useful if your team is planning to upload/update companies with the help of the CSV file import or other integrations with external systems. It also allows to assign users to existing companies during the import.
How to Create a Single Company via JavaScript
The company object is used to associate a user with a company profile inside the User.com platform. This is especially useful in B2B contexts where multiple users belong to the same organization. You ca use JavaScript to send data not only about users, but also the companies they are connected with.
It's important to use the company_id attribute within the code. If the system finds a company with this ID, then the user will become an employee of this exisiting company. If there is no object with this company_id, then the system will create a new one.
Example of the script:
<script data-cfasync="false" type="text/javascript">
window.civchat = {
apiKey: 'YOUR_API_KEY',
name: "John Doe",
user_id: "idfromyourdatabase",
email: "myemail@example.org",
gender: 2,
status: 2,
date_attr: "2017-07-25T14:14:08.612Z",
phone_number: "+44754123434",
score: 0,
company: {
name: "My Company",
company_id: "idfromyourdatabase",
revenue: "$239.9 billion"
}
};
</script>
<script data-cfasync="false" type="text/javascript" src="https://.user.com/widget.js"></script>How to Create Companies in Bulk
You can quickly import multiple companies into User.com using a CSV file or the Paste Data option.
If you already have a list of companies, you can easily import them into User.com using a CSV file import or pasting data method.
Go to Settings > Importers > Import Companies section.
Choose if you want to upload a CSV file or paste the data right there.
Decide if you want to add any tags to the imported companies.
Check if the separator suits the data structure of your file/pasted data.
Make sure the encoding also suits the data structure of your file/pasted data.
To know more about the CSV import of companies, please check a dedicated article about it.
How to Create Companies via REST API
It's also possible to create companies using the User.com REST API, either individually or in bulk.
Create a Single Company
Use the endpoint to create a company and add the values to the attributes:
There is also an endpoint that allows the system to check if such a company already exists. If yes - update the company, if no - create a new one:
Related Articles
CSV import of companies