CRM

SteveVenton
Participant

Associate existing Contacts with existing Companies by ID

SOLVE

I have a list of contact and company names - but I don't have email addresses for the contacts or domain names for most of the companies. 

 

I tried to import a list of contacts and companies during a single import, however, due to the lack of email & domain, whilst they are all imported, and the Company Name is recorded against in each Contact most are not associated so the Associated Company ID is blank. 

 

Using an export from the CRM, I have however, linked each Contact Ids to the correct Company Ids that they should be associated with. For example:

 

Contact IDAssociated Company ID
205115511313930
183045516305729
177275511313841
153045516182390
151015516272311

 

So my question is how can I update the  Associated Company ID field for multiple contacts?

 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associate existing Contacts with existing Companies by ID

SOLVE

Hi @SteveVenton,

 

The easiest way to do this, I think, would be to import two files for association:

 

File from computer > Multiple files with associations > Multiple objects > Companies + Contacts > Update existing records using "Object ID" exported from HubSpot

 

Both files need to a common identifier which could be anything. In your case, you can just reuse the Associated Company ID as a common identifier.

 

During the import, you should arrive at a step that looks like this:

 

karstenkoehler_0-1614923292797.png

 

In the following step, you'll have to select a common identifier column for each file. In your case, we'll reuse the associated company ID as Common identifier. HubSpot will ask you which object this Common identifier column is the unique key for, that should be Company. If we reuse the associated company ID as Common identifier, this is what your files could look like. (Yes, it's redundant.)

 

Contact file

 

Contact ID Common identifier
20511 5511313930
18304 5516305729
17727 5511313841
15304 5516182390
15101 5516272311

 

Company file

 

Associated Company ID Common identifier
5511313930 5511313930
5516305729 5516305729
5511313841 5511313841
5516182390 5516182390
5516272311 5516272311

 

This should do the trick. If you run into any error messages, let me know.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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6 Replies 6
SteveVenton
Participant

Associate existing Contacts with existing Companies by ID

SOLVE

I also tried using One File and Multiple Objects:

 

1. Select One File

Screenshot 2021-06-07 at 14.21.44.png

 2. Select Multiple Objects

Screenshot 2021-06-07 at 14.21.52.png

3.  Select Companies and Contacts

Screenshot 2021-06-07 at 14.21.58.png

4.  Speciy the file and "enable Update exitsing recorde using Object ID"

Screenshot 2021-06-07 at 14.41.27.png

5. Select Contact ID

Screenshot 2021-06-07 at 14.41.41.png

6. Map the columns now gives the option to map the Company Id from the import file, but Company ID is not available in the drop down list. Company Name is selected by default.

Screenshot 2021-06-07 at 14.42.00.png

  

 

 

 

 

 

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Associate existing Contacts with existing Companies by ID

SOLVE

Hi @SteveVenton,

 

Just to clarify, why are you importing the same file twice? "Using the method you suggested with the TWO files (both the same)" – this is likely the mistake.

 

One file needs to contain the contact information + a unique identifier column.

The other file needs to contain the company information + a unique identifier column.

 

In each file, each row must correspond to exactly one contact or company. For example files, have you checked this page?

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associate existing Contacts with existing Companies by ID

SOLVE

Hi @SteveVenton,

 

The easiest way to do this, I think, would be to import two files for association:

 

File from computer > Multiple files with associations > Multiple objects > Companies + Contacts > Update existing records using "Object ID" exported from HubSpot

 

Both files need to a common identifier which could be anything. In your case, you can just reuse the Associated Company ID as a common identifier.

 

During the import, you should arrive at a step that looks like this:

 

karstenkoehler_0-1614923292797.png

 

In the following step, you'll have to select a common identifier column for each file. In your case, we'll reuse the associated company ID as Common identifier. HubSpot will ask you which object this Common identifier column is the unique key for, that should be Company. If we reuse the associated company ID as Common identifier, this is what your files could look like. (Yes, it's redundant.)

 

Contact file

 

Contact ID Common identifier
20511 5511313930
18304 5516305729
17727 5511313841
15304 5516182390
15101 5516272311

 

Company file

 

Associated Company ID Common identifier
5511313930 5511313930
5516305729 5516305729
5511313841 5511313841
5516182390 5516182390
5516272311 5516272311

 

This should do the trick. If you run into any error messages, let me know.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

SteveVenton
Participant

Associate existing Contacts with existing Companies by ID

SOLVE

hi Karsten. 

Thank you for your help and so sorry for the long delay in actioning this task. 

I am, however, struggling to make it work as expected. 

I get as far as entering the common identifier:

 

Screenshot 2021-06-07 at 09.53.10.png

 

However, the next step gives an error saying that I have to use the Company Domain Name as a unique identifier.

Screenshot 2021-06-07 at 09.53.18.png

The issue is that many of the companies I am working with do not have a domain (and many of them actually share the same domain as they are franchises), so I have to use the Company ID. 

 

I do hope that there will be a way to work it out!

 

thank you

Steve

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Associate existing Contacts with existing Companies by ID

SOLVE

Hi @SteveVenton,

 

In your second screenshot, you've mapped Company ID with Name. When you correctly map it to Company ID, the notice should disappear. Could you try this and report back?

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes
SteveVenton
Participant

Associate existing Contacts with existing Companies by ID

SOLVE

Hi Karstan. Thanks again for your help. 

I'm sorry I can't reproduce the steps I took to get to the screenshots above.

 

However, walking through from the start, this is what I am doing:

 

A: Using the method you suggested with the TWO files (both the same)

 

1. Select multiple files:

Screenshot 2021-06-07 at 14.16.16.png

2.  Select

Companies and Contacts

Screenshot 2021-06-07 at 14.16.24.png

3.  Select to Update Companies with Company Id and Contacts with Contact Id

Screenshot 2021-06-07 at 14.16.34.png

4. Choose how data is associated.. makes sense:

Screenshot 2021-06-07 at 14.16.49.png

5. However, In the Map Columns step, the Contact ID is not an available option.  

Screenshot 2021-06-07 at 14.32.04.png

And if I choose "Don't import column", the Company ID must be specified instead. However, now Company ID is not an option.

Screenshot 2021-06-07 at 14.32.59.png

0 Upvotes