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Michael Wertenberg
Written by Michael Wertenberg

Assign users to companies using importers

Learn how easily it can be done


Introduction

To let you connect every single user with the company the person works for, we have included the identifying attribute Company ID. Simply put, it lets you connect users in your database with companies.

Step by step guide

To assign users to companies using importers, there are two steps to this process:

  1. Import companies with set attribute Company ID.
  2. Import users with the attribute company id  assigned to the user.

While importing the file with users and assigning to them a “company_id” attribute, link this "Header" with the attribute “companies”.Users will be assigned to specific companies automatically upon import. In the section, "People", the company_id will be changed to "Company name" in the user’s profile, as shown below:

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