Transfering contacts from one company to another

[MerryxMM7]

Is there a way of transferring contacts in bulk from one company to another?

[RBozeman · Accepted solution]

@MerryxMM7,

Gotcha, yes this should be fairly simple. So HubSpot doesn't have any features for bulk removal of associations (unless you use the API), so you'll have to do that manually. However, you can bulk associate by importing a CSV with your contacts and the correct association information included on the CSV. Here is the help article with context on this. 

Also wanted to mention that Insycle (full disclosure, I work for Insycle) allows you to add or remove associations in bulk without having to put together a CSV to do so. Additionally allows you to manage multiple-associations and labels as well. 

Let me know if you have any more questions, be happy to take a look and help.

Ryan

[RBozeman]

Hi @MerryxMM7,

Need a little more context here. Are you talking about moving your contacts from one HubSpot account to a new HubSpot account? Or are you referring to associating contacts with companies inside HubSpot CRM?

Ryan

[MerryxMM7]

Hi @RBozeman , 
I'm talking about the association of contacts and companies inside Hubspot.

Company A has 100 contacts. Out of those 100, I want to move 34 of them to company B.
So in the end I get Company A with 66 contacts and Company B with 34. 
So just a transfer of contacts between companies which I think should be super basic stuff.

Thanks for the reply and the help. 

[RBozeman · Accepted solution]

@MerryxMM7,

Gotcha, yes this should be fairly simple. So HubSpot doesn't have any features for bulk removal of associations (unless you use the API), so you'll have to do that manually. However, you can bulk associate by importing a CSV with your contacts and the correct association information included on the CSV. Here is the help article with context on this. 

Also wanted to mention that Insycle (full disclosure, I work for Insycle) allows you to add or remove associations in bulk without having to put together a CSV to do so. Additionally allows you to manage multiple-associations and labels as well. 

Let me know if you have any more questions, be happy to take a look and help.

Ryan

[karstenkoehler]

Hi @MerryxMM7,

There is not a one-click migration feature, no, however there are integration partners which focus on this: HubSpot To HubSpot Migrator

There is also the old-school option of exporting all records and then importing them into the new portal.

Hope this helps!

[MerryxMM7]

Hi @karstenkoehler , 

thank you for taking the time. However, you got my point wrong. My issue is just transferring contacts from Company A to Company B inside Hubspot. 🙂

[karstenkoehler · Accepted solution]

Gotcha, @MerryxMM7.

Yes, there are different options, outlined here: https://knowledge.hubspot.com/crm-setup/associate-records#associate-records-in-bulk

Best regards!