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Jan 21, 2021 12:33 PM
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.
Solved! Go to Solution.
Jan 22, 2021 1:55 AM
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 |
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Jan 22, 2021 1:55 AM
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 |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |