Account Data Models

Represents an individual account, which is an organization or person involved with your business

Model IDEvent Data KeyDescription
crm_account_infoinfo
crm_account_addressesaddresses
crm_account_phonesphones
crm_account_contactscontactsGet the contacts associated with an account, if the account represents an organization
crm_account_custom_fieldscustomFields
User Mapped FieldsuserMappedFieldsField Mappings done via Mapping Presets

🚧

Some CRMs might allow Person Accounts

Typically, CRMs might represent organizations as accounts.

However, some CRMs, like Salesforce, might have the option to create a Person Account which acts as an account that belongs to a particular person without having any company associated with it. A Person Account would have an account, as well as a contact associated to it.

To know whether an account is a Person Account or not, you should refer to the isPersonAccount flag in the crm_account_info model below.

Account Info

Model ID: crm_account_info

NameTypeDescription
idString
nameString
descriptionString
industryString
websiteString
numberOfEmployeesString
ownerUserPlease refer to https://developers.getknit.dev/reference/base-models#user
createdByUserPlease refer to https://developers.getknit.dev/reference/base-models#user
socialMediaLinksList[String]
updatedAtDate
createdAtDate
lastActivityAtDate
isPersonAccountEnumIndicates whether the account is a Person Account type
One of
TRUE,
FALSE,
NOT_SPECIFIED

Account Addresses

Model ID: crm_account_addresses

NameTypeDescription
addressesList[Address]https://developers.getknit.dev/reference/base-models#address

Account Phones

Model ID: crm_account_phones

Account Contacts

Model ID: crm_account_contacts

NameTypeDescription
contactsList[String]Contact IDs associated with the account

Custom Fields

Model ID: crm_account_custom_fields

All the custom/auto populated/calculated fields in the source CRM.

NameTypeDescription
fieldsMap<String, Object>

❗️

If you're only interested in a subset of fields rather than all the fields, consider mapping the fields you want using Mapping Presets. Custom Fields often include large number of CRM calculated and auto updated fields which might lead to a huge volume in delta_syncs

User Mapped Fields

Edit Field Mappings from the Knit dashboard for each integrated account to get unmapped fields. Read more about it here: https://developers.getknit.dev/docs/get-custom-fields-sync

NameTypeDescription
fieldsMap<String, Object>

Event Data Example

{
      "id": "15913301322",
      "name": "Waystar Royco",
      "description": "Multiple diversified businesses in the fields of Media, Entertainment, Parks/Cruises, and others",
      "industry": "Entertainment",
      "website": "waystarroyco.com",
      "numberOfEmployees": 1000.0,
      "owner": {
        "id": "407425865",
        "email": "[email protected]"
      },
      "createdBy": {
        "id": "407425865",
        "email": "[email protected]"
      },
      "socialMediaLinks": [
        "twitter.com/waystar",
        "linkedin.com/waystar"
      ],
      "updatedAt": "2023-05-31T11:09:59Z",
      "createdAt": "2023-05-31T11:09:53Z",
      "lastActivityAt": "2023-05-31T11:09:53Z",
      "isPersonAccount": "FALSE"
    },
    "addresses": [
      {
        "addressLine1": "125, 32nd Street",
        "addressLine2": "9th Avenue",
        "city": "New York City",
        "state": "New York",
        "country": "United States of America",
        "zipCode": "54AZ",
        "addressType": "NOT_SPECIFIED"
      }
    ],
    "phones": [
      {
        "type": "NOT_SPECIFIED",
        "phoneNumber": "48562336"
      }
    ],
    "contacts": [
      "151"
    ]
  }