Business or Personal?
When creating a company, take note that there are two different types of companies: business and personal.
- You would create a company as
businesswhen they are acting as a sole proprietorship, LLC, or corporation. - You would create a company as
personalwhen they are acting as a contractor or a freelancer.
Also, take note that the parameters available to configure the company are slightly different between the two types of companies. We've documented these differences in the request schema.
What's in a name?
When creating a company, we allow you to set different names based on the type of company.
If the business_name for your company is incorrect, it can cause issues for payments.
name | business_name | |
|---|---|---|
business | Set from business_name | ✅ |
personal | ✅ | Set from contact's first_nameand last_name |
When working with many personal companies, it's common to run into naming collisions.
We recommend including some sort of unique ID in the name such as Jane Doe [bHvRzbRA].
Your finance team might have preferences here - Check with them 💪.
Contacts
Companies have Contacts that are the recipient of messages pertaining to the Company.
These resources are created when you create a Company.
A Company can have Contacts added, archived and updated at a later time via the Contacts APIs.