Importing data: Lead Status & Lifecycle Stage on both Company & Contact object

[TFarris]

We're just getting started with CRM and I'm going to be importing our current pipeline soon.  I am using Lifecycle Stage & Lead Status on both the Contact and Company objects.

How do I differentiate which Lifecycle Stage & Lead Status goes to the Contact object and which goes to the Company object? 

We are using Marketing Hub Starter. 

[TFarris]

Thank you Karsten. 

[karstenkoehler · Accepted solution]

Hi @TFarris,

The best option is usually to import separate files for each record type – one for contacts, one for companies. Each file would have their respective columns for Lead status and Lifecycle stage. After importing both files, HubSpot will automatically associate company records with contacts based on Company Domain Name and contact Email domain.

This knowledge base article has a great overview of how to best set up your files, including some example files: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file

Let me know if that answers your questions, happy to help.