Issue with uploading contactsSOLVE
Feb 16, 2018 11:24 AM
I have a load of contacts from my old salesforce platform I want to upload against the account name
I understand there are two different objects so you have to upload customers/companies first and then contacts
I did this and with the auto allocate contacts a load of mis allocated companies were being created.
How can I upload the contacts so they appear under the company name I upload?
Solved! Go to Solution.
Feb 16, 2018 11:42 AM
Hi, @andrewf86. You may want to try using the Salesforce import options from the imports screen in HubSpot instead. From there, you can import all Salesforce leads/contacts/accounts associated with contacts/opportunities associated with contacts, as long as you've set up the appropriate contact, company, or deal sync options first.
If you don't want to import your entire universe of contacts and accounts, you can add selected Salesforce contacts to an active Salesforce campaign, then import just that campaign from the Imports screen in HubSpot. Doing this with contact and company sync enabled will import all contacts associated with that campaign, as well as its accounts.
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.