CRM

APankratov
Member

Linking contact to companies failed after Import

Hello, I'm migrating from Pipedrive to HubSpot.

 

So I have excel spreadsheets with my contacts from Piepdrive, and another spreadsheet with Companies. I have successfully imported the data to the HubSpot (over 300 contacts).


However, I have noticed that contacts are not linked to companies. How do I properly import/update fields so that all contacts are linked to their companies (and vise-viesa) after data import?

 

Thanks

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3 Replies 3
annaanderson
Member

Linking contact to companies failed after Import

Can you clarify, that if I export the Company list with a Company Domain Name, how do these get relinked to the current Contact list?

Do I export the contact list and the company list, then do a lookup with the company domain name to add the email domain in the contact list, then import it all again?

 

0 Upvotes
VGraves6
Member

Linking contact to companies failed after Import

I have also had this issue, even when including the company domain. For some reason, Hubspot recognizes that their email is linked to a company and even sometimes provides the logo to the company on the contact profile. Still, it does not set the company as the primary association. Please advise!

0 Upvotes
TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Linking contact to companies failed after Import

Hey @APankratov do you have the setting to automatically associate contacts with companies on? 

If this is on, then you will need to have the "company domain name" property populated in the company record, once this is done it will auto associate any contacts who have this domain as their email domain with the company. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

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