Cross Object Association Issues

[mgmcapital]

Hello Everyone!

I am hoping someone can help me out with a few object association issues outlined below.

I have a custom object I created named "Assets," which is essentially a list of property addresses. The primary display property is labeled "Full Address," which shows the full address of each property. There are two types of owners for these Assets: an owner and co-owner(s). Both types of owners can own one or more properties.

I uploaded the data for the Assets and Owners as multiple file associations, and I was able to successfully link the association between the two objects through the "Full Address" field I had created.

Before the upload, I created a pair label association in the "Contacts" object between "Owner" and "Co-owner." My goal is to upload the co-owner information and associate it with the corresponding property with the same "Full Address" in the Asset object. Additionally, I would like to associate the co-owner(s) with the owner and differentiate between the two using the pair-label association for the mutually owned asset.

However, when I try to upload the co-owner data with the "Full Address" field included, I am unable to link them to either an owner or an asset, despite being able to link the data in my first upload for Owners via the "Full Address" field. I have searched for articles or support documentation to solve this, but I haven't found any. I also tried downloading the record IDs for both the owners and assets uploaded (tried separately) and then re-uploading the co-owner data file, but that still failed to create a matching association with either.

Any assistance would be greatly appreciated! 

Best,

Matt

[Markestac · Accepted solution]

Hi @mgmcapital 

It seems like you're having issues associating co-owners with both owners and assets in your custom HubSpot object, "Assets." While you successfully linked Owners and Assets using the "Full Address" field, linking co-owners to both hasn’t worked as expected.To resolve this, please ensure once again your co-owner data file includes:

1. Full Address to link co-owners to the correct asset.
2. Owner Record ID to associate co-owners with the correct owner.

Make sure both fields are mapped correctly during upload, and that the pair-label association (Owner/Co-owner) is applied.
Still, If this doesn't resolve the issue, using HubSpot’s API for associations may offer better control.

Let me know if this helps you out or if you have any further query.

Thank you!

[LouiseHare]

Hey Matt,

Quick question for you on this - when you say Owners are you referring to the Contact object?

My understanding so far of what you're looking to do is:

• Associate co-owner contacts to the correct assets
• Associate co-owner contact to owner contact

Is my understanding correct?

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

[mgmcapital]

Hi Louise!

Yes, Owners are in the default Contact object, and so are Co-Owners.

My understanding so far of what you're looking to do is:

• Associate co-owner contacts to the correct assets
  • Yes you are correct I am trying to associate Owner's and Co-Owners to their respective Assets
• Associate co-owner contact to owner contact
  • Yes, I am trying to associate the Owner's to Co-Owner's based on the Assets they own together.

Thank you!