CRM

Moshe_DSL
Member

Import Deals Error Associated Companies, Contacts, Notes

I exported all my deals to an excel file, updated data and then imported the same excel back into HubSpot. Upon selecting the matching import fields, it did not allow me to link the Associted company IDs or associated contact IDs to anything relevant in the deals. I therefore had to ignore these columns. 

Now it seems hundreds of deals were crossed with another. The deal properties are for one deal, while the associated contacts, companies and notes belong to a different deal. How do I solve this issue our at least undo all these changes caused by the import??

 

Thanks!

0 Upvotes
2 Replies 2
JessicaH
HubSpot Alumni
HubSpot Alumni

Import Deals Error Associated Companies, Contacts, Notes

Hi @Moshe_DSL,


Thanks for reaching out.
I want to tag in some subject matter experts to see if they have any suggestions.
Hi @ConnorSlivensky @nggenova , do you have any thoughts on this?

Thanks!
Jess  


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0 Upvotes
Moshe_DSL
Member

Import Deals Error Associated Companies, Contacts, Notes

Thanks Jessica. I haven't seen any suggestions from @ConnorSlivensky or @nggenova . I really need a solution urgently and would greatly appreciate a response as soon as possible. Thanks in advance!

0 Upvotes