Account & Settings

SMidili
Participant

Using a list of users to add and remove users.

SOLVE

I receive an Excel file from SharePoint every month containing a list of company personnel.  Is there a way to automate or import this list, add to HubSpot any new employees that are in the list but not in HubSpot, and remove anyone as a HubSpot user that is not on the list.  

 

Also in the settings page, is there a way to sort the list of users by last name?  For example, it would be nice like in Contacts>Contacts to add a column such as last name in order to sort the users. I have to always adjust my file to sort by first name.  

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Using a list of users to add and remove users.

SOLVE

Hi @SMidili,

 

At the moment the only options to add users are the ones outlined here: https://knowledge.hubspot.com/settings/add-and-remove-users There don't seem to be any ways to automate this.

 

I agree that sorting by last name would be very useful but that isn't possible, either.

 

If you want to suggest these features to the HubSpot product team, you can do so in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Using a list of users to add and remove users.

SOLVE

Hi @SMidili,

 

At the moment the only options to add users are the ones outlined here: https://knowledge.hubspot.com/settings/add-and-remove-users There don't seem to be any ways to automate this.

 

I agree that sorting by last name would be very useful but that isn't possible, either.

 

If you want to suggest these features to the HubSpot product team, you can do so in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.