Bulk update primary company

[DEvans0]

Hi,

We're doing a bit of a cleanse with our data and splitting a bunch of companies up into new regional offices. Ideally we'd like to bulk change the associated company of selected contacts to a new company, but struggkling with how.

I did find another thread which advises to go into the new company and add from there, which worked, but it kept the old associated company. I then had to go through each contact anyway to set the new company to primary and remove the old one.

Thanks in advance,

David

[MiaSrebrnjak · Accepted solution]

Hi @DEvans0,

you can update contacts' primary company in bulk with a multi-object import (Contacts & Companies). When a record in your import matches a record that already exists in HubSpot, the existing value is overwritten with the new value by default. 

You'd just need to make sure to add an association label column with the value "primary" in your import file, like this: 

During the import process, map your properties like this: 

This will update the primary company of the contacts in your import file! They will, however, remain associated with the previous primary company. 

I hope this helps!

Cheers
Mia, Community Team