topic Emails from excel importation in Tips, Tricks & Best Practices

Emails from excel importation

IGeogiadis — Sat, 19 Feb 2022 14:37:37 GMT

Good evening to the community!

We are new HubSpot users.

As far I understand, upon importation, HubSpot cannot import multiple emails from1 excel cell. How should we manage this matter?

In addition, is it possible to store multiple emails for a company record?

Looking forward to your valuable feedback.

Kind regards,

Ioannis G.

Re: Emails from excel importation

karstenkoehler — Sat, 19 Feb 2022 14:57:19 GMT

Hi @IGeogiadis,

That is correct. The email column must include one email only. One row = one email address = one row. One way to update your Excel file accordingly is by using the text to columns feature. You'll have to then copy those new rows in the correct place and clean up your file a bit.

And yes, company records can be associated with multiple contact records ( = emails). However, company records themselves do not have a default field for email address. This would be only via association.

If you want to import a file and create both contacts and companies, you can find instructions here: Import and associate multiple objects

This page also has some sample / example files.

If you're unsure what you're doing, I'd recommend testing the import in a developer account first (choose "An app" on the page). Imports with incorrect associations cannot be reversedf.

Let me know if you have any follow-up questions!

Re: Emails from excel importation

IGeogiadis — Sun, 20 Feb 2022 18:22:26 GMT

Good evening from Greece,

Many thanks for this kind and prompt correspondence.

Your guidance indeed is a useful solution. Though our problem is a little
bit more complicated or at least we believe so.

So in our excel sheet, the column with emails (especially for company
records) might have multiple emails (1-30 emails, separated with spaces or
commas). Then there are more information columns on the left/right side as
well as above/below.
So how could we use the *Convert Text to Columns Wizard* without overriding
the information around the email column?

Looking forward to your valuable feedback and insights.

Kind regards,

Re: Emails from excel importation

karstenkoehler — Mon, 21 Feb 2022 05:03:13 GMT

Hi @IGeogiadis,

To make sure you're not overwriting information, you would simply add empty columns to the right (as many as needed) before using the text to columns option.

Best regards!