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PeopleGraph — Unified People & Company Directory with Labels, Segments, Sync & Dedupe | Velaxe

PeopleGraph

Add custom fields to people and companies

Create field definitions, data types, and validation rules.

14 min Intermediate Admin, Data Architect Updated Aug 2, 2025
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Overview

Create field definitions, data types, and validation rules.

Prerequisites

None.

Permissions required

fields:write

Downloads & Templates

Field definition JSON example

Spec

Steps (3)

Estimated: 14 min
  1. 1

    Create a field

    Admin 6 min Back to top

    Settings → Fields → New. Choose entity (Person or Company), data type, and constraints.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Expose in forms & API

    Admin/Developer 4 min Back to top

    Toggle visibility for create/edit forms and ensure API name matches your integrations.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Validate with rules

    Data Architect 4 min Back to top

    Add regex, ranges, or required flags; test via sample entries.

    Tips

    —

    Validation

    —

    Success criteria

    • Invalid values are blocked with clear messages.

About this guide

PeopleGraph gives teams a single workspace to create, link, and manage people and companies. Build rich profiles with emails, phones, addresses, websites, and custom fields. Attach labels and define smart segments that drive marketing, support, and permissions in other apps.

Two-way connectors keep sources like Google Contacts and Microsoft 365 aligned. Dedupe suggestions and a merge workflow maintain clean data with provenance. Every change emits events for downstream automation.

Search is first-class: quick find in-app and registration with the platform-wide index so you can jump to any profile from anywhere.