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:

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

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

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.

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

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

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 Workflows.

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. 

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

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.

One thing to note about methods CSV and REST API: When users log in, the data sent from your integration to Intercom will overwrite the values you've set with API/CSV import. For this reason, your app's database should always be the primary source of truth for your users' data (you'll want to update stuff in your app before updating in Intercom).

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