Assign users to companies using importers
Learn how easily it can be done
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:
To assign users to companies using importers, there are two steps to this process:
- Import companies with set attribute Company ID.
- 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).