CRM

TWalker6
Member

Is it possible to assign a Company property to Contacts while importing?

I am transferring our Salesforce data into HubSpot and have run into one issue in particular. The "Contacts" file does not have company names associated with the contacts, but rather "Account IDs". While importing the accounts, I was able to create an account ID property that would associate the Company Name to the Account ID for each. 

 

Now while trying to import Contacts, I am unable to associate the contacts to their appropriate companies due to the fact that the "Account ID" property is a Company Property, rather than a Contact Property. 

 

Is there a way around this in order to avoid manual entry and association of Companies and Contacts?

0 Upvotes
danmoyle
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Is it possible to assign a Company property to Contacts while importing?

Hey there @TWalker6. Here's a resource I've shared with clients on this question.

 

"To import association labels, click the dropdown menu in the Import as column, then select Association label. When importing two objects, the HubSpot property column will automatically populate the object relationship for the objects you're importing (e.g., Contact and Company). If you're importing more than two objects, select the two objects whose relationship the association labels describe."

 

I hope that helps! 

 


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Dan Moyle

HubSpot Strategist

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
kvonloesecke
Community Manager
Community Manager

Is it possible to assign a Company property to Contacts while importing?

Hi @TWalker6,

 

Thanks for reaching out to the Community! 

 

I wanted to add some experts to our conversation to get their input.

Hi @MandyDROS@Jonno_Price@danmoyle@Jnix284@Ben_M@louischausse - Do you have any thoughts for @TWalker6 on their import and object association process? 

 

Thank you! 

 

Best,

Kristen


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