Contact Import and Company Data

[RPAutomate]

I just did an import of contacts (John Doe John.Doe@xyzcompany.com). When doing this it successfully created the contact as well as looked at the domain and created the XYZCompany and relevant company data (Las Vegas, NV). 

When I go back to Contacts for John Doe, I see that he is tied to the XYZCompany. However, I go to filter my contacts by City or State and none of that company data is tied to John Doe. 

How do I set this up such that the contact info is tied to the company info created? Assume my contacts are all 1 to 1 / they don't have different locations. 

[AdamLPW · Accepted solution]

Hi @RPAutomate, looks like this is something that can be solved using Workflows (see this forum post).  It looks like, like me, you're a Free user.  It might be possible to use a very cheap 3rd party tool like InSycle to handle this (see this article).  You can set up a free account and run a test batch or contact their support team to see if it's feasible.  If so, for a small subscription, the task could run on a schedule to update your data.  

Failing that (and it's a more time-consuming solution), you could achieve the same by exporting all Contact details from HubSpot, including the Company ID field.  Then, export Company details, including the ID field and location details.  In Excel, import the Company stuff into the Contact workbook.  In the Contact workbook, populate State and City using VLookup, then delete the Company sheet from the workbook and re-import back into HubSpot, ensuring you map the State and City fields to the relevant Contact fields.  

A range of options, going from the most efficient (and most expensive) to the least efficient (and, coincidentally, least expensive!!).

Hope this helps!

[Franci · Accepted solution]

Hello @RPAutomate,

You can use a workflow action to copy your company's geographic information into associated contacts.

This way, you can also filter contacts based on geographical properties such as country, state, or city.

For future imports, I recommend importing geographic data as contact information as well.

This will ensure that such information is readily available for use.

Let me know if you have any questions.

Thank you @kvlschaefer for mentioning me! 🙂 

If my answer helped solve your problem, you can accept my reply as a solution. This will help others find the answer.

[AdamLPW · Accepted solution]

Hi @RPAutomate, looks like this is something that can be solved using Workflows (see this forum post).  It looks like, like me, you're a Free user.  It might be possible to use a very cheap 3rd party tool like InSycle to handle this (see this article).  You can set up a free account and run a test batch or contact their support team to see if it's feasible.  If so, for a small subscription, the task could run on a schedule to update your data.  

Failing that (and it's a more time-consuming solution), you could achieve the same by exporting all Contact details from HubSpot, including the Company ID field.  Then, export Company details, including the ID field and location details.  In Excel, import the Company stuff into the Contact workbook.  In the Contact workbook, populate State and City using VLookup, then delete the Company sheet from the workbook and re-import back into HubSpot, ensuring you map the State and City fields to the relevant Contact fields.  

A range of options, going from the most efficient (and most expensive) to the least efficient (and, coincidentally, least expensive!!).

Hope this helps!

[kvlschaefer]

Hi @RPAutomate,

Thanks for reaching out to the Community! 

I wanted to invite our subject matter experts to this conversation.

Hi @Franci, @AdamLPW, @Josh - Do you have any contact and company import advice for @RPAutomate's query? 

Thank you! 

Best,

Kristen