Create Companies
In this article:
Overview
You can save the organizations that you interact with as Company Objects in Encharge. On the Company, your team can have a wide variety of Properties at their disposal increasing their performance. Once you've created a Company Object, you can associate multiple People from the same organization and also other Custom Objects.
Create Companies Manually
In your Encharge account navigate to People > Companies
In the bottom right corner click the "+" sign and select Add Company
Lastly, fill in the desired data in one of the Default fields and click Save. You can find a list of all available fields here. If you need to add Extra fields go here and make sure you select the Company Object before creating any additional Fields.
Create/Manage Companies through the API
- Defining Objects/Properties/Associations documentation
- Managing Objects/Properties/Associations documentation
1. Create a Company
You can create Company Objects by making a POST
request to api.encharge.io/v1/objects/{objectName}
You can find the full request details here.
Note: Company Object Schema is already pre-defined in your Encharge account, you do not need to go through that process.
2. Populate Company Properties
You can update Company Properties by making a PATCH
request to api.encharge.io/v1/objects/{objectName}/{id}
You can find the full request details here.
3. Define additional Company Properties
If you need extra Properties besides the Default fields you'll need to define them by making a POST
request to api.encharge.io/v1/schemas/{objectName}/fields
You can find the full request details here.
4. Associate a Company
You can associate a Company with other objects by POST
request to api.encharge.io/v1/objects/{objectName}/{id}/associations/{associationId}/{targetId}
You can find the full request details here.
Note: Company <> People association is already pre-defined in your Encharge Account
5. Define additional Company Association Types
If you're looking to Define Company Associations to other Custom Objects make a POST
request to api.encharge.io/v1/schemas/associations
You can find the full request details here.
Note: You first need to create the Custom Object
Additional ways to create companies in Encharge
- If you're using HubSpot along with Encharge, you can sync Companies via the HubSpot integration.