Accounts

Use these endpoints to search and view saved accounts, and create or update accounts individually or in bulk. You can also retrieve account stages, move accounts between stages, and assign or change account owners.

Key concepts

Accounts and companies	Accounts are companies saved in your team's Apollo workspace. Companies are organizations in Apollo not yet saved to your workspace. To find companies in Apollo's database, use organization search.
Identifying an account	Search and create responses return an account `id` that you can pass to view or update the record. An account ID identifies your saved account; an organization ID identifies a company in Apollo's database.
Creating and updating	Create adds a new saved account; update changes an existing one. Creating an account doesn't deduplicate records. Bulk create accounts supports deduplication, but returns matched accounts without changing them. Use an update endpoint to change existing records.
Stages and owners	Stages track an account's progress through your sales process. Owners are team members responsible for the account. Use stage IDs and user IDs to set these values when creating or updating accounts.

Choose an endpoint

I want to . . .	Use this
Find accounts saved in my team's Apollo workspace	Search for accounts
Retrieve details for an account whose ID I have	View an account
Save one company as an account	Create an account
Save up to one hundred companies as accounts in one request	Bulk create accounts
Change one account's details, stage, or owner	Update an account
Change details, stages, or owners for multiple accounts	Bulk update accounts
Assign multiple accounts to the same owner	Update account owner for multiple accounts
Retrieve available account stages and their IDs	List account stages

Save target companies as accounts

Find companies that fit your target criteria, then save them as accounts your team can manage in Apollo.

Call organization search to find target companies. Retain the names and domains of the companies you want to save.
Pass each company's details as an object in the accounts array of bulk create accounts, with up to 100 accounts per request. Set run_dedupe to true to also match existing accounts by domain, organization ID, or name.
Retain the account IDs returned for newly created and existing accounts. Use these IDs when you need to view or update the saved records.

Bulk create doesn't change matched accounts. To apply new values to those records, pass their account IDs and the changes to an update endpoint.

Learn more: Use the bulk create accounts reference to explore account fields and deduplication behavior.

Update account stages and owners

Move a group of saved accounts to a new stage and assign them to the team member responsible for the next step.

Call search for accounts to identify the accounts you want to change. Retain each account's id.
Call list account stages and retain the ID of the destination stage.
Call get a list of users and retain the ID of the intended owner.
Pass the account IDs as account_ids, the stage ID as account_stage_id, and the user ID as owner_id to bulk update accounts. The same stage and owner are applied to all accounts you include.

To assign different values to each account, use account_attributes instead. Asynchronous processing is only supported with account_ids. If you're only changing ownership, you can use update account owner for multiple accounts.

Learn more: Use the bulk update accounts reference to dig in to the workflow.