Syncing Sales with customers

[A2D2RAS]

Hello,

   I imported a spreedsheet of all our customers into HubSpot and then imported our sales.  Is there anyway to sync the two databases so when I pull up a customer it shows what sales they have from the sales database?  Is there a way to do this that I am not seeing, or am I saposed to mix both spreedsheets togeather?  If B that will make things quite difficult as the formats are quire different.

Thanks

Richard

[Josh · Accepted solution]

Hi @A2D2RAS,

You can associate deal records with contact records via a bulk import fairly easily. The steps are described pretty well in this article here. 

Let me know if you have issues. Happy to help!

Josh

[A2D2RAS]

Thanks Josh, that makes sense. Sounds like I need to go back to the spreadsheets and add those fields. Too bad it cant associate by name as those fields match in each spreedsheet.