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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Regular 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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Regular Contributor

You can import deals into HubSpot and link them to existing companies and contacts using Import2 Wizard -a third party solution. On the Import2 Wizard UI, you can link your new deals to company and contacts by any fields including a full name or email -it just needs to be unique so that Wizard could locate the right contact/company to link to. Here is a quick video overview to help demonstrate how it works: https://youtu.be/rj7f9Rtq8HA 

 

If you need to import this data regularly, you have the option to set up an automated import with Import2 Wizard as well, so you don’t have to upload & map fields each time. Here is an overview of how to set up an automated import: https://youtu.be/SqvOFyZt5p8

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