How to import and associate contacts with companies

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HenrikT
Participant

Hi

how do I import contacts that don't have the same email domain as the company that I want to associate them with? Is there another way of linking them together in the import process?

Thanks!

1 Accepted solution

Accepted Solutions
BrettLanguirand
Solution
HubSpot Employee

Hello @HenrikT,

 

Thank you for your question.

 

The email/domain association setting when importing ignores contacts with freemail email addresses (gmail.com, outlook.com, etc). In these cases, HubSpot will also look at the Contact property "Website URL" to see if we can match that property value to the Company Domain Name on the company record.  If the contact is not using a freemail email address, but their email address is also not the same as the company, the contacts would have to be manually associated to the correct company.

 

I hope this helps.

Brett

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22 Replies 22
BrettLanguirand
Solution
HubSpot Employee

Hello @HenrikT,

 

Thank you for your question.

 

The email/domain association setting when importing ignores contacts with freemail email addresses (gmail.com, outlook.com, etc). In these cases, HubSpot will also look at the Contact property "Website URL" to see if we can match that property value to the Company Domain Name on the company record.  If the contact is not using a freemail email address, but their email address is also not the same as the company, the contacts would have to be manually associated to the correct company.

 

I hope this helps.

Brett

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JamesAppleton
Member

Why don't you just associate companies with a column on the import file?

Or at least have this as an option.

Would be way better?

 

Why can't I just write in the same row as the contact on my import verbatim the name of the company I want it associated with? Why isn't this a feature?

Naminator69
Member

100000% this. This sohuld absolutely be a feature. We should be able to assicate a person to a company in a spreadsheet

Jonno_Price
Contributor | Platinum Partner

Facing the same issue here and trying to figure out if it possible to upload new contacts and associate them to companies already in Hubspot - but not according to domain name. Reason is the client has very specific data requirements and often there are numerous companies with the same or no domain name.

 

I assumed this would be possible using the Associated Company ID as the reference and to attach the contacts to the correct company and so prepared all data matching Associated Company ID to contacts in my import sheet.. But when trying to upload using the multiple objects method it is not possible to do this.

 

Connecting via email / domain is not going to work.

 

I've tried the new Object ID / multiple objects import but have not managed to figure it out.

 

UPDATE: - it is possible to associate the contact object to a company object when you do the import. In fact you can associate any 2 object types (contact, company, deal, ticket, note) using a common identifier. You have to structure the data correctly in the import file and use the multiple objects and associations functionality. Hubspot's import tool has been greatly improved. Details are here: https://knowledge.hubspot.com/crm-setup/import-objects 

================
Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner
KJLUNDE
Contributor

Any updates on a solution for this?  Would be nice to be able to import contacts and have some field that can be entered that would link a contact to the correct Company.  I'm running into this issue frequently.  Could be different email domains, multiple offices for the same company, etc.  This is basic import functionality that would be nice to have through HubSpot without needing a third-party add-in work-around.  An ETA or status on whether HubSpot's Dev team is working on this would be great.

0 Upvotes
PamCotton
Community Manager

Hello @KJLUNDE , Happy new year! As @Jonno_Price updated us,

"UPDATE: - it is possible to associate the contact object to a company object when you do the import. In fact, you can associate any 2 object types (contact, company, deal, ticket, note) using a common identifier. You have to structure the data correctly in the import file and use the multiple objects and associations functionality. Hubspot's import tool has been greatly improved. Details are here: https://knowledge.hubspot.com/crm-setup/import-objects"

 

Were you able to follow the steps above?

 

Thank you!

Pam

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KJLUNDE
Contributor

Nope, still having issues.  (1) "Associated Company," is still associating incorrectly or just being left blank, and (2) importing with mulitple objects (Contact and Company), still imports my Contacts incorrectly.  I followed the steps in the link, but still not working.  I was hoping it would be easier to get the correct Associated Company and Firm Name imported correctly.

0 Upvotes
Jonno_Price
Contributor | Platinum Partner

@KJLUNDE  it is fairly complex and the formatting has to be exact - but I can assure you that once you learn how to do it - it does work. 

You need to have the company properties and the contact properties in the same row. 

Can I ask - have you completed the Hubspot Academy training on importing? https://academy.hubspot.com/lessons/importing-data-hubspot-crm

================
Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner
ashley_milne
Top Contributor

Hi there,

 

Another option to consider if you wish to retain your original Company/Contact relationships is to use API to import the data. This keeps the relationships exactly as you have them in your source data, and will link the records together in Hubspot during the import (regardless of the domain names). We offer this as part of our standard data migrations. You can check out how this will work with a free sample here: https://www.import2.com/hubspot/crm

 

Best,

Ashley

Nataliia
Participant

There are several ways of importing and associating contacts with companies, and using the migration tools is one of them. For example, Data2CRM helps you perform the data transfer with the help of data2crm.api and migrates the records together with relations between the items automatically. Please, mail me directly if you need any help.

 

 

 

 

 

0 Upvotes
JanaBand
Participant

By default Hubspot only has the ability to associate contacts with companies based on domain and email address. There is a possibility to link contacts to companies without email/domain using a third-party solution, such as Import2 Wizard. There, you can link contacts to your companies by any field, such as “name” or “ID” - or, even by custom fields that you choose.

 

Here is a quick video overview of how to associate contacts with companies while importing into HubSpot: https://youtu.be/hmwpums3Zpw

Compuware
Top Contributor

It looks like I can sign up for a free instance of the import wizard? I have a file of contacts that are not associated with any account records.

 

I have gone through the exercise of matching the accounts to these Hubspot contacts.   Now I want to reimport those existing contacts back into Hubspot but match them up with the SFDC Acct  ID.  I note that HubSpot will not allow this mapping. But if I undertand your thread I can use the import wizard and select the SFDC account ID to match?

 

End result would be account record matched to existing contact record. Is this correct? 

markkofman
Top Contributor

@Compuware - yes, you are correct. You can use Import2 Wizard for free for a file of up to 1,000 rows of contacts.
And you may use any field to relate the contacts to their companies - including the field "SFDC Account ID".

hope this helps

0 Upvotes
huotg01
Participant

This link is useless: it is a private video.

 

Gaston

0 Upvotes
JanaB
Top Contributor

Hi Gaston,  sorry for that, here is a link that works: https://youtu.be/NP27PDeCYJU 

And much more about import and export Hubspot data: https://www.youtube.com/playlist?list=PLH18gTWemhmApIDU5EuAaRbd8tzQHFBd3

PamCotton
Community Manager

Hey @huotg01 ,

 

Happy Friday!

I wanted to also share along our knowledge base about associating records while importing as well. 

 

Kindly,

Pam

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MFrankJohnson
Thought Leader

Q: Can we import notes into HubSpot contact records? And, can we build associations between contacts and comanies?

 

Short A: Yes. And, yes.

 

Longer A:

Beginning in December, the ability to import notes into HubSpot is now built-in fuctionality. And we can build associations between contacts and companies (without regard for email domain).

- see Everything You Need to Know About the New HubSpot Import

14-Dec-2018: HubSpot Import Notes14-Dec-2018: HubSpot Import Notes 

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


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HubspotUser3
Member

It is incredibly unhelpful that every time you want to create a new contact that doesn't have an email address you have to manually add a company. 

olimottola
Contributor

This is pretty absurd, I should be able to associate it via the company's ID. This is nonsensical

0 Upvotes
PamCotton
Community Manager

Hello @olimottola , could you please provide us more information on your roadblock? Were you able to follow the steps on this article here? 

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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Jonno_Price
Contributor | Platinum Partner

@olimottola  - you can associate a contact via the company ID. You need to have the company properties and the contact properties in the same row and then select multi-object import (matching by Company ID)

Can I ask - have you completed the Hubspot Academy training on importing? https://academy.hubspot.com/lessons/importing-data-hubspot-crm

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Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner
olimottola
Contributor

I found a workaround and did things manually but when i tried to import a contact and a company at the same time I could not find a way to match my excel fields to the company ID in Hubspot. When i used the search function to look for company ID, it just wasn't showing up. Good to know its available. If I need to do this again, I will keep it in mind. Thanks