Data Configuration

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Why This Matters

Accurate trait configuration ensures that Accoil can:

• Link users to the correct accounts
• Display account and user names meaningfully in the UI
• Determine account and user tenure
• Enable accurate scoring, segmentation, and reporting at both the user and account level

Without this configuration, you may experience:

• Placeholder IDs instead of account or user names
• Inaccurate attribution of user activity
• Incomplete or misleading analytics

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How to Configure Traits in Accoil

1. Navigate to Settings → Data Configuration.
2. You'll see two sections:

• Account Configuration
• User Configuration

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🔹 Account Configuration

Define how Accoil identifies and tracks accounts (such as companies, organizations, or workspaces). ​

Fields to Configure:

• Name Choose the trait that represents the account’s display name (e.g., name, account_name). ​

  This is shown in dashboards and throughout the UI to help you easily recognize accounts. ​

• Created At Select the trait that captures when the account was created (e.g., createdat).

  This powers tenure-based filters like "new vs. long-standing accounts" and enables account aging insights.

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🔹 User Configuration

Define how Accoil tracks users and associates them with the correct accounts over time. ​

Fields to Configure:

• Account ID Select the trait that identifies which account the user belongs to (e.g., group_id, account_id, org_id).

  Typically, this is group_id, which comes from group calls sent via analytics tools like Segment. This is essential for connecting users to the right accounts. ​

• Created At Choose the trait that indicates when the user was first created (e.g., createdat).

  This helps you track user tenure and enables time-based user insights.

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✅ Save Your Configuration

After selecting the correct traits in each section, click Save Configuration to apply your settings.

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Can’t Find the Trait You Need?

If a trait you expect isn’t showing up in the dropdown:

• Ensure the relevant data has been sent to Accoil via your data source (e.g., Segment, RudderStack).
• Contact your developer or data team to verify that the correct properties are being passed.
• Refer them to developer.accoil.com for integration guidance.

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Summary

Trait configuration is a foundational step that ensures Accoil works properly across your workspace. By correctly mapping account and user traits:

• Product managers get reliable activation and engagement insights.
• Sales and success teams can segment and prioritize accounts more effectively.
• Support teams can understand account history and user context.
• Marketing can target campaigns based on account age and engagement.

Take a few minutes to set it up right—you’ll unlock far more value across your teams.