How Contact Business Name Automation Works
When enabled, Kyrios reads the Business Name field on a contact record. If a contact has a Business Name value, Kyrios can:
Create a matching company record
Associate the contact with that company
Apply the automation during contact creation
Apply the automation during contact updates
Apply the automation during contact imports
Retroactively associate existing contacts that already have a Business Name value
The automation is configured from the Companies object settings.
Key Benefits
Automatic Company Creation
Kyrios creates company records from the contact’s Business Name field.
Automatic Contact-to-Company Association
Contacts are linked to the correct company without manual association.
Bulk Import Support
The automation works during contact imports when the CSV includes a Business Name column.
Existing Contact Support
The automation can apply to existing contacts that already have a Business Name value.
Reduced Manual Work
Teams do not need to manually create company records or link contacts one by one.
How to Enable Contact Business Name Automation
Go to Settings.
Click Objects.
Under Standard Objects, select Companies.
4. In the Companies object settings, find Automatically create and associate Companies from Contact business names.
5. Select the checkbox.
6. Click Save changes.
This setting must be enabled in each account where you want the automation to run.
How to Prepare the Contact CSV File
Your contact CSV file must include a column named exactly:
Business Name
This column tells Kyrios which company should be created and associated with each contact.
Do not rename this column to another variation. Other column names may not trigger the automation.
How to Import Contacts with Business Name Automation
Go to Contacts.
Open Smart Lists.
Click Import.
4. On the import start screen, select Contacts.
5. Upload or drag and drop your contact CSV file.
6. Under Choose how to import contacts, select Create and update contacts.
7. During field mapping, confirm the CSV Business Name column is mapped to the contact Business Name field.
This mapping is required. If the Business Name is not mapped correctly, companies may not be created or associated.
How to Verify the Automation Worked
After the import finishes, confirm that companies were created and associated.
Verify on Contact Records
Open a contact record. Check the Associations panel for a linked company.
If a company appears under the contact’s company associations, the automation has successfully created or linked the company.
Verify in the Companies Tab
Go to the Companies tab from Contacts. Review the company records created from the CSV Business Name values.
If the company names from the CSV appear in the Companies table, the automation ran successfully.
Verify Imported Contacts
You can also review the imported contacts list to confirm the contacts were created or updated.
Updating Company Records After Creation
Contact Business Name Automation creates and associates companies from contact data. After companies are created, you can update company-specific fields separately. To update company records:
Export the created companies.
Add or update company field values in the exported file.
Import the updated company data back into the Companies table.
Use this process when you need to add company-specific custom field values after the company records already exist.
Common Issues and Fixes
Companies Were Not Created
The CSV may not include a correctly named Business Name column. Confirm the column name is exactly Business Name and that it is mapped to the contact Business Name field.
Contacts Were Imported but Not Associated with Companies
The automation may not have been enabled before import. Enable the automation from Settings > Objects > Companies, save changes, then recheck your import process.
Existing Contacts Were Not Updated
Confirm the existing contacts have a Business Name value. The automation relies on the contact-level Business Name field.
FAQ
Does this feature allow me to import companies directly?
No. This feature does not import companies as a standalone object. Company records are created or updated automatically when contacts are created or updated with a Business Name value.
Which field is required to trigger company creation and association?
The contact Business Name field is required. In a CSV import, the column must be named Business Name exactly.
Will this automation work for existing contacts?
Yes. When enabled, the automation can apply to existing contacts that already have a Business Name value.
How can I confirm that companies were created and associated successfully?
Open a contact record and check the Companies section under Associations. You can also open the Companies tab to review company records created from the imported Business Name values.