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Account Matching

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On the first time you set up a new connection we ask for a little bit of additional information about you how link users with their companies in your event data. We support whatever way you currently manage things:

  1. Group: if you already use the Group call to indicate the Account, then you don’t need to fill in anything. We will extract the Account automatically, and you’re good to go.
  2. Identify with custom traits (ex. `company.id` and `company.name`): choose this option if you include some information about the Account/Company/Organization as a trait in each Identify call. When you choose this option you'll need to let us know the name of the trait you use. For instance, if you do something like `{'company':{'id':1,'name':'Awesome Inc.'}}` you could add `company.id` as the Account ID trait and `company.name` as the Account Name trait.
  3. (Fallback) Identify email trait domain extraction: if you don't use either of the methods above, we can extract the domain from the `email` trait and use that as the Account name.

If you use the email method, we will not create accounts for people with free emails (Gmail, Yahoo, etc.). You will still see them in Variance, they will just be contacts without associated accounts.

If you aren't sure how you do account mapping now, you can check your debugger (we're happy to help as well). If none of these work for you or you have any questions at all, please reach out and we're happy to hop on a Zoom and help you get set up.

Last Updated: 
January 6, 2022