We don't keep company value in our product, how can we provide Receptive with this information?

The "Company Value" data is usually provided with other user information as part of the Receptive integration with your product.

In some instances, for example if you don't store that data in your product, the company value won't be given to Receptive.

In the event that the integration can't automatically pull through company value, there are two alternative options.

1. Manually Provide the Value

Log in to Receptive and select "Customers" from the left-hand navigation.

Select the relevant account, and then click on the "Edit" button above the account's logo.

You can then manually set a monthly value.

2. Through the API

It's possible to add company values through the Receptive API. Using our API documentation - here - you can use the PUT / accounts / {ID} command to edit the account.

3. SFDC

If you use our Salesforce integration, you can specify which Salesforce field will populate the company value in Receptive. Any accounts created through the SFDC integration will then have a company value. Please note, however, that already existing accounts will not have a company value using this method.

If you have any further questions or need more help adding company values, please get in touch.