Understand how accounts and users are linked in hull.io
In Hull a user can be associated with maximum one account which enables B2B scenarios.
While various connectors support automatic linking of users to accounts, you should take some time in the data modeling phase to determine the leading system. There are two ways to perform this association:
- Use a third-party system connector (e.g. Salesforce) with built-in support
- Create your own logic within the Processor
Use a third-party system connector
Certain third-party system connectors automatically link users to accounts by using their logic. For example, the Salesforce connector will link users which represent contacts with accounts automatically, but not overwrite existing relationships. Check the documentation for the particular connector to see if there is anything you need to set up to facilitate this scenario.
Create your own logic within the Processor
The processor provides a flexible way to link users with accounts based on your own logic. We recommend to use a stable identifier such as the
domain to link users to an account.
A common scenario is to use the email domain of a user and link it to the account with the matching domain or leverage a user attribute which contains the account's
external_id to perform the linking.
For further reading and code samples, please refer to the reference documentation of the processor: https://www.hull.io/docs/connectors/processor/