Is there a way associating mulitiple Companies to a single Contact in bulk import?
Hey @JQuijano
I just tested this out for you and found that it is possible. The key is having a row per contact and duplicating the email across multiple rows, then having a different company domain name per row. I ave included a sample excel file that I used on this post.
This sample file created this contact
I hope that helps!
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Great! I use multiple company IDs and associate it to a single contact ID. Thanks for the big help!
Hi Olivia,
thank you for your suggestion - I just came across your post searching for something similar. I was wondering if it was also possible to directly add association labels in bulk as well? As in, I’d like to associate each of around a dozen of my contacts with the same four companies using the same association label for each of those associations. Is that also achievable via Excel import?
Hi @s71
Thanks for your comment! To ensure your question or topic gets the best visibility and a wider range of responses from the community, it’s usually best to start a new thread rather than adding to an older one.
A fresh post will help your query stand out to everyone who browses the forum, increasing the chances of someone with relevant insights or solutions seeing and responding to it quickly. Feel free to tag me in the post and I’m happy to get you started.
Best,
Hey @JQuijano,
As Olivia said, you can currently do this by including including multiple rows of the same contact in a CSV and then using a different company domain on each row, so that HubSpot can identify the contact and multiple companies to associate.
Full disclosure, I work for Insycle in product marketing, but Insycle is able to provide some additional flexibility here. Using Insycle, you can set multiple associations and use any field (not just company domain) to match.
So with Insycle, you would only need to include 1 row for each contact, and could include multiple companies (company names, domains, or full URLs) in separate columns. Like Company A Name, Company A Domain, Company B Name, Company B Domain, etc.
Then you could use those custom columns to match and make the associations between the contact and companies in bulk.
The one downside is that Insycle is only able to make 1 association per contact, per run. So you’d have to run your CSV through Insycle multiple times to make multiple associations, but it would make the process of readying the CSV simpler. Insycle also allows you to create and associate the company record if no match is found, or assign association labels in bulk if you use those.
Additionally, once you have this setup, you can save your template so when you have to do this in the future, you just upload your CSV and everything is ready to go, saving you time if this is something you do consistently.