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Company Object Automation in Stack

Company Object Automation in Stack allows you to efficiently manage and organize business details by automatically associating contacts with their respective companies. This feature simplifies the process of transferring field data, creating new companies, and mapping contacts under them.

How to Use Company Object Automation​

To get started with Company Object Automation:

  1. Navigate to Settings > Objects > Company in your Stack account.
  2. Enable the option Automatically Create and Associate Companies from Contact Business Names. This will initiate the process where all contacts with a specified business name will be grouped under a company with that name.

Important Notes​

  • Case Sensitivity: Business names are not case-sensitive. For example, "Burger King" and "burger king" will be recognized as the same company.
  • Spacing and Spelling: Spaces and spelling differences are significant. "BurgerKing" and "burger king" will be treated as separate companies.
  • Unique Identifier: The Business Name field acts as the unique identifier.

Once enabled, any contact with a filled Business Name field in their General Info section will be associated with a company of the same name. If the company does not exist, Stack will create it.

Mapped Fields​

The following contact fields are automatically mapped to the company:

  • Street Address
  • City
  • Country
  • State
  • Postal Code
  • Website

Different Situations to Consider​

  • Unique Business Name: If a business name is unique to a single contact, a new company will be created, and the contact will be associated with it.
  • Multiple Contacts, Same Business Name: A single company will be created, and all contacts with that business name will be associated with it.
  • Varying Details: If contact details vary, the most recently created contact's details will be used.

Limitations and Expected Behavior​

  • Existing Associations: Contacts already linked to a company will not be migrated to another, even if their business name changes.
  • Automation Settings: Turning off the automation will halt the process. Re-enabling it will resume from where it stopped.
  • Audit Logs: Stack maintains logs for activities like user actions, contact updates, and company creation or updates.
  • Data Import: When importing contacts via CSV, ensure the file includes a "Business Name" column for correct association.

Important Considerations​

  • Error Handling: If errors occur during import, such as incorrect business names, you'll need to delete the affected contacts and re-import them with the correct details.
  • Non-Reflective Changes: Changes to company details do not update the Business Name field in contacts.
  • No Backward Compatibility: Once a company is created, updates to the business name do not affect existing company attributes or associations.

Company Object Automation is designed to streamline your contact and company management by ensuring that contacts are correctly linked to their respective companies based on business names. If a company doesn't exist, Stack will create it, ensuring seamless integration and organization.