How to update a company
Learn what options you have to update company information.
Keeping your company data accurate is essential for effective B2B segmentation. Check different methods to update company profiles - whether you are making small manual changes or syncing data automatically from external tools.
Manual Update
Manual updates are best when you're working with individual records and only need to make small adjustments.
Company Profile
Enter the company section and open the company profile. There are two options to update company details right from the company profile:
Left side of the profile: open the company profile and update the value of the attribute using the three dots near the name of the company.
Right side of the profile: if the attribute that you want to update already has a value, you can update it straight away. Find the parameter with the help of search or by scrolling and click on the value in order to overwrite it.
Company Section
Another option is available directly in the company section.
Go to the Data > Company section.
Apply filters or mark the companies manually with the help of the checkboxes.
Find the "Manage" button in top right corner of the panel.
Then choose the "Update Companies" option.
Pick the attribute and write the value or use a snippet tag for dynamic update.
Update via Automations
User.com automations can update company attributes automatically when certain conditions are met.
Example: when a user from a company fills out a high-value form, update the company’s “Lead Score”.
You can reach the goal with the help of the "Update company attribute" module. Just choose the attribute from the list and then type the value that should be applied. Remember, you can use snippet tags here to update the attribute with the dynamic value.
CSV Import
CSV import is an efficient way to update multiple company records in bulk. However, you need to remember that if you want to update the existing records you need to use "company_id" attribute in your csv file. This parameter helps to match the records from the file with the objects in the application.
Go to Settings > Importers > Import Companies
Upload a CSV file that contains the existing Company IDs and new values
Match the CSV columns to company attributes
The system will update existing companies with the new values
To know about this process and the structure of the CSV file, please check the following article.
JavaScript
If you’re using the User.com widget to track users on your website or app, you can also send company data via JavaScript. This method is especially useful in B2B scenarios, where users are tied to organizations and you want to keep your company records up to date automatically.
Using JavaScript, you can pass a company object inside the tracking code. This allows you to either:
Update an existing company, if the "company_id" already exists.
Create a new company, if no matching "company_id" is found.
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>REST API
Use the User.com REST API to update company records from external systems or platforms in real time:
Remember, that there are other useful endpoints like "Add employee" or "Remove employee" that can also help you to edit the company details.
Third-party Integrations
User.com integrates with platforms like Make.com and Zapier, which allow you to build no-code workflows to keep company data synced across tools.
Check the modules available in both tools:
This is a great option if you’re not using a direct API integration but still want your company data to stay fresh and accurate across systems.