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NLai
Member

Import/update mass-associated companies for all deals

SOLVE

For example, I had 3 deals for 1 company, and I forgot to include the associated company for 2 out of 3 deals. Now I want to update those by exporting the list of deals, adding the associated company for those 2 deals, and reimporting it to Hubspot. So, what options should I choose to update the associated company for 2 deals and prevent creating 1 more company for the other deal (in case of 3 deals above)?

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SNigam
Solution
Key Advisor

Import/update mass-associated companies for all deals

SOLVE

Hi @NLai ,

 

So while importing you must have received options so first you will select - 

  1. One file
  2. Multiple object
  3. Company, deal
  4. At last option you have to choose option "Update existing deals" or "Update existing company"

    SNigam_0-1713519983457.png

     

I hope this will help you. 

 

Thank you 

Shubham Nigam

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1 Reply 1
SNigam
Solution
Key Advisor

Import/update mass-associated companies for all deals

SOLVE

Hi @NLai ,

 

So while importing you must have received options so first you will select - 

  1. One file
  2. Multiple object
  3. Company, deal
  4. At last option you have to choose option "Update existing deals" or "Update existing company"

    SNigam_0-1713519983457.png

     

I hope this will help you. 

 

Thank you 

Shubham Nigam

0 Upvotes