Overview

The Company Object Automation feature enables users to leverage business details fields for company management, facilitating data migration, company creation, and contact mapping.

How to Use Company Object Automation

Access Location: Navigate to sub-account Settings > Objects > Company

To Enable:

1. Check the box for "Automatically Create and Associate Companies from Contact Business Names"
2. Click Save Changes
3. Confirm by clicking Yes

Process: When activated, the system automatically associates all contacts with a Business Name field populated to companies matching that name. If no matching company exists, one is created.

Key Behavior Notes

Case Sensitivity: The feature "ignores case sensitivity" but treats spacing and spelling as critical identifiers.

Examples:

• "Burger King" and "burger king" = 1 company created
• "BurgerKing" and "burger king" = 2 separate companies created
• Misspellings create separate companies

Fields Auto-Mapped to Companies:

• Street address
• City
• State
• Country