Linking contact to companies failed after Import

APankratov
メンバー

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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TomM2
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

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

Book a consultation

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3件の返信 3
annaanderson
メンバー

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 いいね!
VGraves6
メンバー

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 いいね!
TomM2
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

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

Book a consultation

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