How to add an associated company and contact when I import deals from CSV

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New Member

My sellers like to add in multiple deals as CSV the only problems are that Hubspot isn't able to associate companies and contacts from imported deals. In our spreadsheets, there's a column just for associated companies but still, Hubspot isn't able to detect them when I import the sheet in. I have to manually go back in and associate the companies to the deals. Is there any way for Hubspot to recognize the associated companies when I upload the deals in?

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Occasional Contributor | Gold Partner

I've been told there's a solution coming for this issue, that was back in August.  I hope someone says I'm wrong they have a solution for this. 

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Community Manager

Hi @ishanrt and @mark_vande_haar,

 

You should be able to do this by following the steps outlined here.

 

Let us know if you encounter any issues following those steps!

 

Thanks,
Jenny


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