CRM

ARiddle0
Member

Importing Company Data: Contact Name Required?

SOLVE

I am trying to import a spreadsheet with the company name and address but we do not have a contact name, it is not letting me do so. Is first name and last name required in order to import contacts 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Importing Company Data: Contact Name Required?

SOLVE

Hi @ARiddle0,

 

When you're importing contacts or contacts+companies, first and last name are not required, no. Should the mapping recognize a column which you are not able to map, simply choose to not import it:

 

karstenkoehler_0-1739337071517.png

 

First name or Last name does however become required if you do not have an Email address, see here:

 

karstenkoehler_1-1739337120044.png

 

If that doesn't answer your question, please share a screenshot of your mapping step in the import process with the Mapping guide at the top expanded like in my last screenshot.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Importing Company Data: Contact Name Required?

SOLVE

Hi @ARiddle0,

 

When you're importing contacts or contacts+companies, first and last name are not required, no. Should the mapping recognize a column which you are not able to map, simply choose to not import it:

 

karstenkoehler_0-1739337071517.png

 

First name or Last name does however become required if you do not have an Email address, see here:

 

karstenkoehler_1-1739337120044.png

 

If that doesn't answer your question, please share a screenshot of your mapping step in the import process with the Mapping guide at the top expanded like in my last screenshot.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

ARiddle0
Member

Importing Company Data: Contact Name Required?

SOLVE
Thank you for your help. I have one more question. Right now we have an account with you all Transaction Packing Inc. - We have a sister company Canyon Logistics. The owner would like for me to upload both companies contacts and seperate them by Canyon Logistics and Transaction Packing Inc. is this possible to do under our current account or do we have to open another hubspot account to seperate the contacts
0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Importing Company Data: Contact Name Required?

SOLVE

@ARiddle0 typically, this would be done with business units: https://www.hubspot.com/business-units

 

If these are out of the accepted price range, user permissions can be used so that users from one company only see records belonging to that company: https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.