CRM

tanmay
Member

Deal associate with company using import functionalities

SOLVE

1. I have company loaded already

2. I want to import deal and associate existing company using custom property. 

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deal associate with company using import functionalities

SOLVE

Hi @tanmay 

 

You basically have to re-upload the companies again, at the same time as the deals, and have a common column in each spreadsheet that connects deals to unique companies. 

 

Companies that you have already uploaded will should deduplicate by name or website URL, but to be 100% sure I'd suggest exporting them first with their HubSpot UID and then deduplicating the import based on that. 

 

Let me know if you have any more specific questions. 

Phil Vallender | HubSpot Website Agency

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1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deal associate with company using import functionalities

SOLVE

Hi @tanmay 

 

You basically have to re-upload the companies again, at the same time as the deals, and have a common column in each spreadsheet that connects deals to unique companies. 

 

Companies that you have already uploaded will should deduplicate by name or website URL, but to be 100% sure I'd suggest exporting them first with their HubSpot UID and then deduplicating the import based on that. 

 

Let me know if you have any more specific questions. 

Phil Vallender | HubSpot Website Agency
0 Upvotes