Associate Parent and Child thru Import
SOLVE
2 Accepted solutions
Associate Parent and Child thru Import
SOLVE
Associate Parent and Child thru Import
SOLVEHi @Rache and everyone,
This is now possible via regular import, as per a product update on August 15th. To see the update, open your HubSpot account, click on the account name in the top right corner, followed by Product Updates.
Copied from the announcement:
What is it?
Users can now include the "Parent company" property within a company import file to create parent child associations between companies in bulk.
Why does it matter?
Confidence that you can accurately reflect your business' data in the CRM is key. For many, this means creating parent-child relationships between company records. Today, the only way to create a parent-child relationship is manually on the company record, on a one-by-one basis. This simply doesn't cut it for those who are onboarding on to HubSpot and need to create potentially hundreds of theses associations.
With this update, you will be able to now take this action in bulk by using the imports tool, saving time and energy as you bring your data into HubSpot.
How does it work?
Before creating parent-child company associations via import, make sure that all your parent companies are already within the CRM.
Once all your parent records are in the CRM, find the record ID for your parent companies. You can do this by manually going to each record and searching for Record ID when viewing all properties. Alternatively, you can export a group of companies – the record ID will be the first column found within your import.
Next, create an import file for your child companies. Include a column called "Parent company" and add the record IDs of the corresponding parent companies into this column.
Finally, import this file into HubSpot. Make sure to map the parent company column to the HubSpot property of the same name.
Once your import is complete, you'll have created a parent-child relationship between the records in your import (child companies) and the records identified by the record IDs found within the Parent company column.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Associate Parent and Child thru Import
SOLVEHi @Rache and everyone,
This is now possible via regular import, as per a product update on August 15th. To see the update, open your HubSpot account, click on the account name in the top right corner, followed by Product Updates.
Copied from the announcement:
What is it?
Users can now include the "Parent company" property within a company import file to create parent child associations between companies in bulk.
Why does it matter?
Confidence that you can accurately reflect your business' data in the CRM is key. For many, this means creating parent-child relationships between company records. Today, the only way to create a parent-child relationship is manually on the company record, on a one-by-one basis. This simply doesn't cut it for those who are onboarding on to HubSpot and need to create potentially hundreds of theses associations.
With this update, you will be able to now take this action in bulk by using the imports tool, saving time and energy as you bring your data into HubSpot.
How does it work?
Before creating parent-child company associations via import, make sure that all your parent companies are already within the CRM.
Once all your parent records are in the CRM, find the record ID for your parent companies. You can do this by manually going to each record and searching for Record ID when viewing all properties. Alternatively, you can export a group of companies – the record ID will be the first column found within your import.
Next, create an import file for your child companies. Include a column called "Parent company" and add the record IDs of the corresponding parent companies into this column.
Finally, import this file into HubSpot. Make sure to map the parent company column to the HubSpot property of the same name.
Once your import is complete, you'll have created a parent-child relationship between the records in your import (child companies) and the records identified by the record IDs found within the Parent company column.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
