Company custom attributes

EARLY ACCESS

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Custom attributes provide more specific information related to your companies. Using custom attributes, you can assign any information that is not available out-of-the-box in the standard fields.

To access Company custom attributes, go to Customer Profiles → Configuration → Company custom attributes tab.

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Create company custom attributes

To create a company custom attribute:

1. Select Create custom attribute.
2. Enter the attribute name and configure its properties.

   The custom attribute names must be unique.

3. Select the attribute type. Once the type is selected, it cannot be changed. Available data types:
   • Text
   • Decimal number
   • Whole number
   • True/false
   • Date
   • Date time
4. Save the custom attribute.

The attribute is now visible on the company profile details page and can be used for communication campaigns.

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Manage company custom attributes via API

You can also create and manage custom attributes via Customer Profiles API. Use one of the following methods:

• Create a custom attribute (opens in a new tab)
• Get a single custom attribute (opens in a new tab)
• Get a list of custom attributes (opens in a new tab)
• Update custom attribute:
  • Update company (opens in a new tab) - updates the new field, erases other fields if you have not specified them
  • Partial company update (opens in a new tab) - only updates one specific field in a company profile
• Delete a custom attribute (opens in a new tab)

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Search company attributes

Use the search bar to find specific attributes by name.

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Company custom attributes list

The company custom attributes list displays:

• Name - The name of the custom attribute
• Type - The data type of the attribute (text, number, date, boolean, list)
• In use - Number of active Journeys and segments using the the custom attribute. Select the number to view details. Note: You cannot delete a custom attribute that is in use.
• Last updated - The timestamp when the attribute was last modified

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Delete company custom attributes

To delete a custom attribute:

1. Select the checkbox next to the attribute you want to delete.
2. Select the delete option.
3. Confirm the deletion.

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