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Agata Jędrzejczyk
Written by Agata Jędrzejczyk

Assign users to companies using importers

Learn how easily it can be done


Introduction

Company ID lets you connect every single user with the company they work for - you need to enter its value manually, import it or transfer it from your database. Here's how you can do it using importers:

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 now 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:

If you add this option, only people with the same email domain will be assigned to a given company though - it won't work for people with generic email domains (like Gmail or Yahoo).

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