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RPAutomate
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Contact Import and Company Data

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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. 

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2 Soluciones aceptadas
AdamLPW
Solución
Asesor destacado

Contact Import and Company Data

resolver

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!


Did my post help answer your query? Help the Community by marking it as a solution
"The rest of my advice has no basis more reliable than my own meandering experience. I will dispense this experience... now!"

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Franci
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Contact Import and Company Data

resolver

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.

 


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Francesco.Collacciani

HubSpot Specialist

Exelab

hs diamond exelab logo
 
francesco.collacciani@exelab.com
exelab.com

Francesco Collacciani

HubSpot Specialist @ Exelab

#1 HubSpot Diamond Partner in Italy

emailAddress
francesco.collacciani@exelab.com
website
https://www.exelab.com/en/
Get in touch with us!

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3 Respuestas 3
Franci
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Contact Import and Company Data

resolver

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.

 


avatar

Francesco.Collacciani

HubSpot Specialist

Exelab

hs diamond exelab logo
 
francesco.collacciani@exelab.com
exelab.com

Francesco Collacciani

HubSpot Specialist @ Exelab

#1 HubSpot Diamond Partner in Italy

emailAddress
francesco.collacciani@exelab.com
website
https://www.exelab.com/en/
Get in touch with us!
AdamLPW
Solución
Asesor destacado

Contact Import and Company Data

resolver

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!


Did my post help answer your query? Help the Community by marking it as a solution
"The rest of my advice has no basis more reliable than my own meandering experience. I will dispense this experience... now!"
kvlschaefer
Administrador de la comunidad
Administrador de la comunidad

Contact Import and Company Data

resolver

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


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