Importing already existing company and deals to create an association

SOLVE
ESchmith
Member

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?

 

import file.PNGcan't choose company ID.PNG

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2 Accepted solutions

Accepted Solutions
webdew
Solution
Top Contributor | Diamond Partner

Hi @ESchmith ,

The process is very much the same. Refer this article here
Let me know what are you confused about?

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regard.

View solution in original post

karstenkoehler
Solution
Most Valuable Member

Hi @ESchmith,

 

HubSpot has introduced a new pop-up during the import process:

 

karstenkoehler_0-1631766200137.png

 

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
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

2 Replies 2
webdew
Solution
Top Contributor | Diamond Partner

Hi @ESchmith ,

The process is very much the same. Refer this article here
Let me know what are you confused about?

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regard.

View solution in original post

karstenkoehler
Solution
Most Valuable Member

Hi @ESchmith,

 

HubSpot has introduced a new pop-up during the import process:

 

karstenkoehler_0-1631766200137.png

 

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
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post