Import multiple objects - including multiple companies associated with one deal

JWhitham — Fri, 10 Mar 2023 13:47:13 GMT

How do we import more than one new company and associate them to one new deal in the same import.

How did include custom association labels (eg Reseller) in the same import, when the Association Label tab has three options: Deal to Company, Deal to Contact, Contact to Company?

Thank you

Re: Import multiple objects - including multiple companies associated with one deal

elizheleva — Fri, 10 Mar 2023 18:34:02 GMT

Hi @JWhitham ,

Hubspot has a nice article about the imports with sample files and screenshots - https://knowledge.hubspot.com/crm-setup/import-objects#association-labels That should help get you on the right track.

Otherwise, maybe you can try to keep it simple. Import the data in a few steps. First get the companies and deals associations. Then upload the assocation labels for each data set.

If you have sample data that you can share here, send it over and I can set up the file(s) for you if you have any issues with the above.

Here to help,

Eli

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Import multiple objects - including multiple companies associated with one deal

Re: Import multiple objects - including multiple companies associated with one deal