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Accounts model

The account is the primary B2B customer entity in FunnelStory: the organization you sell to, renew, and measure. Every other model ultimately ties back to account_id from this model.

The accounts model is mandatory. Configure it before users, subscriptions, activities, and most integrations.

What you get​

  • A canonical list of customer accounts with stable IDs
  • Properties for name, domain, revenue, churn, hierarchy, CRM links, and internal ownership
  • Optional custom properties for filtering, audiences, and workflows

Account hierarchy​

If your customers include subsidiaries, regions, or holding companies, map parent_account_id (and optionally is_container) as described in Configuring the account model. For how rollups, per-product funnels, and per-product predictions behave—and how they interact with the Products model—see the dedicated guides:

Full configuration guide​

Step-by-step setup, query patterns for every connection type, the complete property list, advanced options (ARR, parent–child, assignments), examples, and troubleshooting live here:

Getting started: Configuring the account model

That guide replaces long account-specific content on this page. Use it as the source of truth while mapping columns and validating data.

Minimum expectations​

At a minimum, your account model must provide a unique account_id per row. FunnelStory pre-populates recommended mappings such as name, domain, and created_at; filling these makes the rest of the product usable. See Account model field reference for every supported property and data type.

After configuration​

  1. Save and activate the model.
  2. Run Refresh model (or wait for scheduled refresh).
  3. Open Accounts in the app and confirm counts and key fields.
  4. If something looks wrong, use Verification & troubleshooting.