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 ID
Associated Company ID
20511
5511313930
18304
5516305729
17727
5511313841
15304
5516182390
15101
5516272311
So my question is how can I update the Associated Company ID field for multiple contacts?
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:
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Associate existing Contacts with existing Companies by ID
SOLVE
I also tried using One File and Multiple Objects:
1. Select One File
2. Select Multiple Objects
3. Select Companies and Contacts
4. Speciy the file and "enable Update exitsing recorde using Object ID"
5. Select Contact ID
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.
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.
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:
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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:
However, the next step gives an error saying that I have to use the Company Domain Name as a unique identifier.
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!
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer