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Entities

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What are entities?

Entities represent individuals, businesses, or anything you can imagine.

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Entity Types

Entities can be of three types: individual, business, or simple. The type of entity you create will determine what information you need to provide.

individualAny individuals or persons.
businessCompanies, corporations, non-profits or other structures.
simpleUse for anything else or if you don't know who the entity is yet.

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Usage

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Create entity

  • Navigate to the Entities tab in the settings dropdown or by pressing G and then E.
  • Click the Create button in the upper right corner.
  • Accounts: Select the accounts you want to associate with this entity.
  • Labels: Select the labels you want to associate with this entity.
  • Under the Advanced tab, you can add variables. For example:
{
  "variable_name": "variable_value"
}
  • Select the type of entity you want to create:
  • Name: The name of the entity.
  • Description: A description of the entity.

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Update entity

  • Navigate to the Entities tab in the settings dropdown or by pressing G and then E.
  • Click on the entity you want to update, or apply Filters or Sorts to narrow down the entities displayed.
  • Accounts: Select the accounts you want to associate with this entity.
  • Labels: Select the labels you want to associate with this entity.
  • Under the Advanced tab, you can add variables. For example:
{
  "variable_name": "variable_value"
}
  • Select the type of entity you want to create:
  • Name: The name of the entity.
  • Description: A description of the entity.