Product workflows2026-11-053 min read

Create a Customer Database in Fibery

Create a Company database for accounts and a separate Contact database for people. Add a relation so one account can contain several contacts.

Before you start: Use database configuration access. Agree on the account identifier and the owner of customer information before importing a large directory.

Worked example: Northwind has two interview participants and one account owner. Store Northwind once, then relate both Contacts to that Company; do not create a new company per interview.

Step-by-step guide

01

Create the account record type

Use + beside the customer Space and select Database. Name it Company and start with a Northwind sample.

02

Add stable attributes

In Fields, use + New Field for account identifier, website URL and account owner. Choose types that match the actual source data.

03

Separate contact identities

Create Contact with an Email field. Keep a person’s address on the contact rather than making it the company’s only identifier.

04

Connect the directory

Add a one-to-many relation: one Company has many Contacts, and each example Contact belongs to one Company.

05

Check a small real shape

Create two clearly labeled sample Contacts linked to Northwind. Open the Company to inspect the reverse collection before loading more data.

Common mistakes

Equating email domain with account identity

A group may use several domains and unrelated customers may use common mail providers. Keep a stable identifier alongside the website.

Sources and verification

Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.

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