Got a long list of contacts without a Primary Company (they are associated to a Company, but not as Primary)
Is there a bulk way of associating each Contact to a Company as Primary ?
Got a long list of contacts without a Primary Company (they are associated to a Company, but not as Primary)
Is there a bulk way of associating each Contact to a Company as Primary ?
Hi @mvaede,
It looks like you’re on a Starter subscription - in which case there are not a lot of options: manual update or update via API.
If you’re in a Professional or Enterprise subscription, you can export your contacts and companies, then reimport in a multi object import with association labels: https://knowledge.hubspot.com/import-and-export/import-objects?hubs_content=knowledge.hubspot.com/object-settings/create-and-use-association-labels&hubs_content-cta=set-association-labels-in-bulk-via-import#import-records-for-multiple-objects-multiple-files
Alternatively, there’s a workflow action “Apply association labels”: “Apply an association label to already-associated records.”
Best regards!
Hello Karsten,
you’re confirming my understanding of the problem - and even for workflows I’d need a Professional subscription…
Guess the solution is to validate my “14 days trial” and reimport my contacts with the Primary Label…
Thnaks