Account

Object

management

Flywheel's proactive switch for this account.

_id

workspace

name

companyName

givenName

middleName

familyName

description

domain

domains

website

primaryEmail

primaryPhone

alternatePhone

printOnCheckName

type

ownerId

externalId

segment

industry

region

territory

address

shippingAddress

currency

paymentTerms

netTermDays

Days after billing that invoices fall due, synced from the Chargebee customer.

paymentMethod

invoiceDeliveryMethod

taxCodeId

taxExempt

finance

teamIds

status

lifecycleStage

healthScore

relationshipScore

arr

potentialArr

renewalDate

subscriptionStartedAt

tags

health

customFields

subscriptions

usageStats

openOpportunityCount

activeThreadCount

lastInboundEmailAt

lastOutboundEmailAt

lastMeetingAt

nextMeetingAt

lastActivityAt

Latest activity linked to the account. Empty until a recompute has reached the account.

atRiskReasons

execCoverage

championCoverage

activeChampionCount

createdAt

modifiedAt

createdBy

modifiedBy

deleted

linkedWorkspaceId

Hive workspace ID of the customer company this account represents, when known. Drives the CRM cognition feed panel.

linkedOrganizationId

Hive organization ID grouping many workspaces under one customer (e.g. a holding company with dozens of brand workspaces). Preferred bridge for multi-workspace customers: a single CRM account covers every workspace that rolls up to this organization. When both linkedWorkspaceId and linkedOrganizationId are set, the organization link wins for Cognition joins.

canLinkHiveCustomers

Whether this account may link to another Hive workspace or organization (Hive HQ's CRM only; any CRM may link to its own workspace). Drives the account page's workspace picker.

chargebeeCustomerId

Chargebee customer ID when this workspace has configured the optional Chargebee CRM integration. Null for accounts with no billing identity.

trialStart

Trial start of the linked customer organization. Read-only and derived from that organization, never stored on the account. Hive HQ accounts only: null in any other workspace, or when the account has no organization or workspace link.

trialEnd

Trial end of the linked customer organization. Read-only and derived from that organization, never stored on the account. Hive HQ accounts only: null in any other workspace, or when the account has no organization or workspace link.

parentAccountId

Parent account id for Salesforce-style account hierarchies. Null for top-level accounts. Resolved via dataloader.

parentAccount

Parent account document. Null when parentAccountId is null or the parent has been deleted out from under this account.

childAccounts

Direct children of this account (immediate children only, not the full descendant tree). Excludes soft-deleted children. Capped at a bounded count to keep the single-account resolver cheap.

financeOnly

True when a finance import created this account with no CRM match. Finance uses it; CRM lists, search, counts and campaigns hide it until it is added to CRM.

brandKit

employeeCount

Firmographics from People Data Labs company enrichment; null until enriched.

sizeBand

PDL size bucket, e.g. "1001-5000".

companyType

PDL company type, e.g. "educational", "private", "nonprofit".

firmographicTags