CRM

APankratov
Membre

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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TomM2
Conseiller clé | Partenaire solutions
Conseiller clé | Partenaire solutions

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 tom@hub-spark.com
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

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