You can update your user data in a number of ways. Most updates can be handled automatically by Intercom, but you can also update your data manually. In this guide, we'll cover how to update data using:

  • The JavaScript snippet 
  • Mobile SDKs
  • Apps
  • Qualification data
  • REST API
  • CSV Imports

First, let's look at how to automatically update data:

How data is automatically updated

With the JavaScript snippet, or mobile SDKs

Once you’ve installed Intercom in your product, your user data updates every time a user logs in. Updates can include:

  • Standard attributes: Email, Last seen, Web Sessions, OS, Company Plan and more.
  • Custom attributes. Any custom data you add. For example: Projects created, Subscription level, or Follower count.
  • Events, like upgrading their subscription or using a feature.

Note: We’ll also update the segment badges you see on a user’s profile each time they log in to your app. 

Note: You can also update segments via the REST API.

With apps

You can automatically sync your Intercom data with other platforms using apps and integrations. For example:

  • When a user unsubscribes from an email sent through Mailchimp or Marketo, you can automatically update their unsubscribe status in Intercom.
  • You can get more context on your users with Stripe data updated in your Intercom workspace.
  • You can automatically sync your lead data and activity with Salesforce

Note: You can also build your own apps to update your users’ data automatically.

How to manually update data

With qualification data

Qualification data is a special set of attributes you can update manually in Intercom as you chat with leads and users. It’s also a great way to manage attributes that need regular manual updates like a lead’s status in your sales pipeline.

Note: You can also update qualification data automatically using Custom Bots and the Qualify Leads task bot

With a CSV Import

To manually update your users and leads in bulk, you can use a CSV import. You can also tag users in bulk during the import process. Read more about using our CSV import tool here

Note: Company data cannot be imported or updated with a CSV import.

With the REST API or Zapier

For any other updates, we recommend using our REST API. With some custom development you can:

  • Set up regularly scheduled updates.
  • Build your own dashboard or interface for manual updates of your user data.
  • Connect Intercom to other apps or services you use, including your own product.

If you don’t have a developer available to you or prefer a less technical option, you can do a lot of these things with third party services like Zapier. If you use a service like Zapier, and come across any issues, you should reach out to their support team directly.

What's next?

Here are more resources to help you keep your data up-to-date:

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