topic Re: Associating files with companies and contacts in APIs & Integrations

Associating files with companies and contacts

SSriram3 — Wed, 22 Jan 2025 01:09:52 GMT

Hi all, I'm working on migrating to HubSpot from another CRM tool. I'd like to understand if there is any way I can associate a file with an existing company or contact like how I can associate notes/tasks/emails?
I see that there is a way to include attachments in notes but I'd like to have a direct association of files with company records.
Thank you!

Re: Associating files with companies and contacts

SteveHTM — Wed, 22 Jan 2025 12:18:56 GMT

@SSriram3 - A quick approach here is to create a custom property of type file on the Company record. You can upload a file [or more than one] to set that property.

Is that helpful?

Steve

Re: Associating files with companies and contacts

SSriram3 — Thu, 23 Jan 2025 03:02:01 GMT

@SteveHTM - thanks for the suggestion, also to add on, in the API docs I don't see a way we can update a file type property for a company (I only see examples for other field types)
Any ideas for that? TIA!

Re: Associating files with companies and contacts

SteveHTM — Thu, 23 Jan 2025 03:55:15 GMT

At the end of the day, its just a File ID value - can be copied from an email attachment of form upload for example. Use the File API to get access to a URL or other meta data.

Steve

Re: Associating files with companies and contacts

SSriram3 — Thu, 23 Jan 2025 03:59:43 GMT

@SteveHTM - figured it out
I see that a file uploaded to the files property gets stored as a hidden file in a hidden folder, so I will be uploading files to that folder and update the files property with those file ids created during upload
Thank you!

Re: Associating files with companies and contacts

SteveHTM — Thu, 23 Jan 2025 04:03:34 GMT

I won't deny there are some quirks related to "private" files in the API, but they can all be overcome in my experience.

Good luck!