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

SOLVE
ishanrt
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?

1 Accepted solution

Accepted Solutions
RH-Tremendous
Solution
Member

This seems insane that this doesn't exist as an option as a common ID or field across all 3 objects.

I'm a new user for anyone who is looking for this info after me (as I was). Migrating from another CRM (Copper) to Hubspot. I think I hacked this together using the following steps after a few tries and creating duplicate entries for everything by accident. 

1. Import Contacts and Companies and associate them together
2. Export Contacts and Companies that now have Contact ID and Company ID from Hubspot
3. Import Deals and Companies and associate them together. Check the Update Company based on Company ID so it doesn't create duplicates
4. Export Deals that now have an associated Deal ID from Hubspot
5. Import Deals and Contacts and make sure you update existing records using Deal ID and Contact ID so you prevent duplicates.

You may be able to skip some steps depending on what's in your Hubspot already.

View solution in original post

11 Replies 11
mark_vande_haar
Contributor

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. 

0 Upvotes
jennysowyrda
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

LaurieAdX
Participant

Hi!  I read your answer but find it void of detail.  I need to associate imported deals with existing company records in Hubspot.  The article included in your answer is generic "how to" information for importing company, contact, deal and ticket records.

 

I suspect that the answer to this very specific question - how to associate a company with a deal - lies in the section titled "Import to create or update records of multiple object types in one file".  But can you tell me EXACTLY how I need to set up my .csv file to import deals so that they are associated with companies?  The generic information in the help article does not explain that!

 

Also we have MORE THAN ONE DEAL for some companies.  And so the Sample files of multiple object types-Companies and deals sample spreadsheet" found in the help article "Set up your import files" (https://knowledge.hubspot.com/crm-setup/set-up-your-import-file) also does not seem like it will work.

 

HELP!

 

Thank you.

LaurieAdX
Participant

HELLOOOO?? IS THERE ANYBODY OUT THERE?

0 Upvotes
JessicaH
HubSpot Alumni

Hi @LaurieAdX,

 

This article about how to set up your import file might be helpful for you.

 

Take care!

Jess 


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0 Upvotes
JanaB
Top 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/t43LluoZI0I

 

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/9VA-gqdf62Y

0 Upvotes
DanLeBlanc
Participant

Nice suggestion but it does not provide a solution to the initial problem, being able to assign/update the "Associated Company ID" on the deal. Import2 provides access to the same functionality that the standard HubSpot import does, it does not give access to update/change the Associated Company ID with the Deal.

 

Has anyone found a solution to this problem yet? I'd love to hear one if it exists.

0 Upvotes
RH-Tremendous
Solution
Member

This seems insane that this doesn't exist as an option as a common ID or field across all 3 objects.

I'm a new user for anyone who is looking for this info after me (as I was). Migrating from another CRM (Copper) to Hubspot. I think I hacked this together using the following steps after a few tries and creating duplicate entries for everything by accident. 

1. Import Contacts and Companies and associate them together
2. Export Contacts and Companies that now have Contact ID and Company ID from Hubspot
3. Import Deals and Companies and associate them together. Check the Update Company based on Company ID so it doesn't create duplicates
4. Export Deals that now have an associated Deal ID from Hubspot
5. Import Deals and Contacts and make sure you update existing records using Deal ID and Contact ID so you prevent duplicates.

You may be able to skip some steps depending on what's in your Hubspot already.

View solution in original post

sharonlicari
Community Manager

Thank you for sharing this @RH-Tremendous 

 

You can also check this Import tutorial created by our Academy team  

 

Best

Sharon


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infiniteloop
Participant

Hi Sharon, the link you provided to the tutorial doesn't work?

0 Upvotes
sharonlicari
Community Manager

Hey @infiniteloop 

 

Welcome to the Community! I'm not sure what happened but here is the link

 

Happy HubSpotting!

Sharon


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