How to correlate an excel file of accounts against my Hubspot DB?

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Hi! I have an excel file list of prospect accounts. I am looking for an easy method to compare the account names against my existing Hubspot DB of accounts. Thx!

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Community Manager

Hello @Canyonblaster,

 

Could you please confirm that your goal is to compare your contacts list in HubSpot with your excel file?

 

If so my recommendation would be exporting your HubSpot information and creating a column in your prospect list to compare the contacts emails and check for any duplicates.

 

If this is not what you refer to,  The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam


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Community Manager

Hello @Canyonblaster,

 

Could you please confirm that your goal is to compare your contacts list in HubSpot with your excel file?

 

If so my recommendation would be exporting your HubSpot information and creating a column in your prospect list to compare the contacts emails and check for any duplicates.

 

If this is not what you refer to,  The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!


View solution in original post