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!
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
Apr 25, 20259:36 AM - edited Apr 25, 20259:36 AM
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Bulk Update Associated Company
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I'm having what I think is the same issue. Did you ever get to the bottom of it? I have around 400 deals (some closed, some won, some open but i need them all for historic reporting) which don't have an assocaited company in the Deal-Company (Primary) field. I have the information for each in a "Deal Company <DEAL company>" field which I think was from the original import we did from Monday.com. Is there a way to bulk associate these, as doing it one by one will be far too time consuming.
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?
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
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.