CRM

customlogoshop
メンバー

Import Contacts - Companies?

解決

Hi,

 

I am going to import contacts using a CSV. However, these people are all associated with companies. Do I have to manually create companies for these people or is there an easier way? 

 

Thanks

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shearn
解決策
キーアドバイザー

Import Contacts - Companies?

解決

HubSpot looks a the domain of the contact's email (contact@xzycompany.com) and associates them with a company automatically. It then populates company data with on what they have in their database based on that company domain. 

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5件の返信
LeoaDavis
メンバー

Import Contacts - Companies?

解決

I have another solution for your problem,first you can convert your csv files into vcf , to convert it use:-  CSV to vCard Converter

Then you can import your contacts from vcf format. To import you contacts you can use :- vCard Export Import ,it's can help you to import your all contacts.

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shearn
解決策
キーアドバイザー

Import Contacts - Companies?

解決

HubSpot looks a the domain of the contact's email (contact@xzycompany.com) and associates them with a company automatically. It then populates company data with on what they have in their database based on that company domain. 

Did my post help answer your query? Help the Community by marking it as a solution.
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2530510
メンバー

Import Contacts - Companies?

解決

I am still not clear on how this works. If we put the contacts in first do I have to go back and manually put in the companies? Or can I re-import the list adding the company and it will not add duplicates?

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IvanKarp
トップ投稿者

Import Contacts - Companies?

解決

@2530510 Please get in touch with Irene, so she can help you to resolve your issues. My best! 

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IvanKarp
トップ投稿者

Import Contacts - Companies?

解決

Hi @customlogoshop you may take an advange of Data2CRM (an automated import service). It offers automaticall data import (including contacts - companies) across various CRM platforms.

 

Hope it will help.

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