Contacts without 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

With Starter you could associate the companies with contacts based on email address and company domain. If it’s likely those would match, this could help simplify your setup. (Go to Settings> Data Management/Objects> Setup to see what I screen shotted).