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What is the data model?

The data model defines the types of data your workspace tracks. Each type is an object — Users and Accounts are the main built-in ones. Each object contains records (individual entries, like one visitor) and properties (the fields that describe each record). User records are created automatically from your website traffic. You can extend the model with your own properties and custom objects to match how your business works.

Viewing and configuring objects

  1. Go to SettingsData Model
  2. You’ll see how many objects are in your data model and the full list
  3. Click any object to open its configuration
Objects can be active or inactive. Deactivating an object hides it from your workspace without deleting its data; you can reactivate it later from the same list.

Primary customer object

At the top of the Data Model page you can choose which object represents your primary customer entity — Accounts or Companies. Workspace-level customer metrics are calculated against this object. Only active objects can be selected.

Object settings

An object’s page has three tabs:

Adding custom properties

Properties are the fields that make up each record. To add one:
  1. Open the object from SettingsData Model
  2. Go to the Properties tab and click Add Property
  3. Choose a name and select the property type
  4. Configure any additional options, then save

Creating custom objects

If the built-in objects don’t cover your needs, you can create your own:
  1. Go to SettingsData Model
  2. Click Add Object
  3. Set the object’s names and configure its properties
Custom objects and the number of active objects depend on your plan. When the limit is reached, the Add Object button is disabled.
Custom objects work just like built-in objects — you can create views, filter, and browse them the same way.

Property types

The following property types are available when adding fields to an object:
The Stage property type is required if you want to use board views for an object. Make sure to add one before switching to a board layout.