CRM

FHacking
Teilnehmer/-in

Mass assign Parent/Child relationships

lösung

Hi guys,

 

I have just uploaded a fresh database and am looking to mass assign parent/child company relationships. Is there a way to do this? I can see this has been requested multiple times over the course of the past few years but I cannot see if this has been addressed or not? 

 

EG. (Not real data)

 

I have: 

Apple HQ 

Apple UK

Apple US

Apple Germany

 

I want to mass assign all Apple countries as children to Apple HQ as parents. Is this possible? I have 1000+ children companies so doing it manually is not an attractive prospect. 

 

2 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Mass assign Parent/Child relationships

lösung

Hi @FHacking,

 

Unfortunately, no updates here. It is currently not possible to bulk assign children to parent companies, see the question section at the end of this article: FAQ

 

If you haven't done so yet, I'd recommend upvoting this request: Bulk edit Parent - Child companies

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lösung in ursprünglichem Beitrag anzeigen

MrBean
Lösung
Stratege/Strategin

Mass assign Parent/Child relationships

lösung

you can bulk import the associations. not sure what everyone else is talking about here. See hubspot's KB: 
https://knowledge.hubspot.com/companies/how-can-i-add-a-parent-or-child-company-to-an-existing-compa...

Lösung in ursprünglichem Beitrag anzeigen

7 Antworten
MrBean
Lösung
Stratege/Strategin

Mass assign Parent/Child relationships

lösung

you can bulk import the associations. not sure what everyone else is talking about here. See hubspot's KB: 
https://knowledge.hubspot.com/companies/how-can-i-add-a-parent-or-child-company-to-an-existing-compa...

kvlschaefer
Community-Manager/-in
Community-Manager/-in

Mass assign Parent/Child relationships

lösung

Hi @MrBean,

 

Thank you for sharing this product update with the thread!

 

Best,

Kristen 


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RBozeman
Teilnehmer/-in

Mass assign Parent/Child relationships

lösung

Hi @FHacking,

 

This is unfortunately not possible in the base CRM, but believe that it is possible through custom code in Operations Hub. Here are a few threads that you might find helpful there: here, here, here

 

Also wanted to mention that Insycle allows you to set associations of all types (all labels included), including child/parent associations in bulk or on an automatic basis. You can schedule Inscyle to run on a set schedule, or even add Insycle to existing workflows so that companies are associated appropriately immediately after they enter HubSpot CRM. 

 

Best,

Ryan

DianaGomez
Community-Manager/-in
Community-Manager/-in

Mass assign Parent/Child relationships

lösung

Thanks for sharing, @RBozeman 🙂

 

Best,

Diana


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mvaede
Teilnehmer/-in

Mass assign Parent/Child relationships

lösung

when you select the top parent company HQ in your care, you easily select multiple child companies - especially if they have the same names .... in your example select HQ and the in add child company type Apple and you'll se a selectable list of all companies with apple in their name.... just selct

kvlschaefer
Community-Manager/-in
Community-Manager/-in

Mass assign Parent/Child relationships

lösung

Thanks for sharing, @mvaede


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karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Mass assign Parent/Child relationships

lösung

Hi @FHacking,

 

Unfortunately, no updates here. It is currently not possible to bulk assign children to parent companies, see the question section at the end of this article: FAQ

 

If you haven't done so yet, I'd recommend upvoting this request: Bulk edit Parent - Child companies

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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