Importing already existing company and deals to create an association
SOLVE
I have both the deals and the companies already in the database. I simply want to associate them by importing a file that has a column for the deal IDs and a column for the company IDs.
I know I've used this method before without issue, but maybe I'm doing something wrong this time. Now when I'm going through the import process, Hubspot won't let me select Company ID as an object.
In the imports process I am choosing: Start an Import>File from computer>One File>Multiple Objects>Companies and Deals>Update Existing Records Using Object ID
Has the process to do this kind of thing changed? Or am I just overlooking something?
HubSpot has introduced a new pop-up during the import process:
After selecting both checkboxes, you can continue, not importing selecting any of the two columns for import. Simply clicking through. HubSpot should correctly associate the objects, I just tested this again.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
HubSpot has introduced a new pop-up during the import process:
After selecting both checkboxes, you can continue, not importing selecting any of the two columns for import. Simply clicking through. HubSpot should correctly associate the objects, I just tested this again.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer