CRM

Angela_Chan
Member

Bulk Update Associated Company

Hi, when we first started with HubSpot, we imported all of our deals and associated contacts with them, but now we want to update these deals to associate companies with them as well. I can't seem to figure out what information I need on the import sheet to correctly update this. I tried to import with the deal record ID and company domain name, but for some reason it did not add the company as an association to the deal. Any insights would be greatly appreciated, thank you!

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Angela_Chan
Member

Bulk Update Associated Company

Hi Phil, thanks so much for your response. I'm not sure if I'm just doing this incorrectly, but I've tried following the sample file format for the file that needs to be imported into HubSpot, and it is still not associating the company to the deal. Any idea on why this may be happening?

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Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Bulk Update Associated Company

Hi @Angela_Chan 

 

You basically need to very carefully follow the instructions for associating multiple objects by import while making sure you properly dedupe your existing companies and deals - which can require first exporting HubSpot data and matching it up with your offline data.

 

Since it sounds like all of your object data is already in HubSpot, I suggest you look at associating companies and deals by importing and single file and refer to the sample file that can be found here: Sample import files: Multiple objects with associations 

 

Hope this helps. 

Phil Vallender | HubSpot Website Agency
Angela_Chan
Member

Bulk Update Associated Company

Hi Phil, thanks for this. I tried replying earlier but I guess I didnt reply directly to your response. I tried following the format in the example files for my import file into HubSpot, but it is still not associating companies to my existing deals. Am I missing something? I've used the Record ID to make sure that existing deals are being updated, and the domain name to make sure that existing companies are being associated, but I am seeing no changes.

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