Using an alternate record

Smart CRM & Sales Hub CRM
1

I’m still looking for a way to import company information from B1 database into HubSpot by using a unique ID. I would like to use the Customer number we use in both B1 and HubSpot as the record ID for data sync. I’ve been told to use the HubSpot generated Record ID but we have more customer records in B1 that don’t have Record IDs than we have in HubSpot. I’m open to any suggestions. I need to do an import each month to bring the databases into sync.

2

Hi @MClifton,

You’ll have to tackle this in multiple steps:

  1. Export company records from HubSpot (to access the record ID)
  2. Export B1 database
  3. Based on the customer number, using INDEXMATCH or VLOOKUP, add the record ID to your B1 database export
  4. Run a first import of companies without a record ID
  5. Run a second import of companies with a record ID and make sure to map this record ID during import to avoid duplicates

I’m not aware of any way to achieve this in a faster way.

The steps above could of course also be automated by developing a solution with the HubSpot API.

Best regards!