topic Re: Re-importing contacts and companies using record ID (with enhanced data) in Tips, Tricks & Best Practices

Re-importing contacts and companies using record ID (with enhanced data)

MEyre — Wed, 15 Feb 2023 11:57:24 GMT

Our Global CRM system is not integrated with HubSpot, I've downloaded all contacts exporting everyone with an 'Email' Or 'First name' populated. We've completed an extensive matching exercise externally and have managed to merge with our CRM data.

I want to re-import, using record ID to enable me to add key CRM fields to our HubSpot data. The import says I need to split Company and Contacts, all I have is a list of Record ID's. Can I update records with extra data fields via a mass import using record ID? Assuming I can, do companies and contacts need splitting out or can I use Record ID as the matching key and update from there?

Re: Re-importing contacts and companies using record ID (with enhanced data)

karstenkoehler — Wed, 15 Feb 2023 11:59:56 GMT

Hi @MEyre,

Yes, generally you should be able to import contacts and companies including record IDs of both objects:

@MEyre wrote:

The import says I need to split Company and Contacts

Can you specify what exactly you're seeing here, maybe share a screenshot?

Best regards!

Re: Re-importing contacts and companies using record ID (with enhanced data)

MEyre — Wed, 15 Feb 2023 12:30:22 GMT

I have a single CSV with Record ID's which are a mix of contacts and companies (I donwloaded all contacts so assume these ID's are a mix).

At the point of import (you've shown above) I have to pick how to import either 'record ID companies' or 'Record ID contacts' this is th eissue as mine are Record ID's which are a mix of companies and contacts

Re: Re-importing contacts and companies using record ID (with enhanced data)

karstenkoehler — Wed, 15 Feb 2023 12:47:32 GMT

Hi @MEyre,

That's a bit unusual – unfortunately, you would have to clean up your file to have one column for contact IDs, one column for company IDs.

Each row should have the contact information, contact ID, company information, company ID.

I know that's not a fun task but in the current form, HubSpot can't understand the data.

Best regards!

Re: Re-importing contacts and companies using record ID (with enhanced data)

JTwamley — Tue, 24 Oct 2023 09:05:35 GMT

Hi @karstenkoehler , I have CSV with the contact record IDs and Company IDs ready for import to update their primary association. When using the import tool I am not able to use the Record ID property as it is read only, do you know how this can be addressed?