CRM

stuartSWAAY
Membro

Update Tickets with Associated Company

resolver

I would like to add an Associated Company to each of several hundred tickets in our HubSpot database. I've tried to do this with an Input file (downloaded from HubSpot and amended in Excel) but it seems like there isn't an appropriate updatable field in the Tickets table.

 

Can anyone offer a solution?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Update Tickets with Associated Company

resolver

Hi @stuartSWAAY,

 

An associated company would be a relationship/association, not a ticket field. If you want to associated existing tickets and existing companies, you would have to:

  1. Export all tickets
  2. Export all companies
  3. Add a column to each of these files which serves as a key (e.g. tickets 1, 2, 3 have the key A, company 1 also has the key A, upon import tickets 1, 2, 3 will be associated with company 1)
  4. Start an upload with multiple files by mapping the files using this key column

You can find examples of this here: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file#multiple-objects-with-associations

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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stuartSWAAY
Membro

Update Tickets with Associated Company

resolver

Many thanks Karsten, that worked perfectly!

0 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Update Tickets with Associated Company

resolver

Hi @stuartSWAAY,

 

An associated company would be a relationship/association, not a ticket field. If you want to associated existing tickets and existing companies, you would have to:

  1. Export all tickets
  2. Export all companies
  3. Add a column to each of these files which serves as a key (e.g. tickets 1, 2, 3 have the key A, company 1 also has the key A, upon import tickets 1, 2, 3 will be associated with company 1)
  4. Start an upload with multiple files by mapping the files using this key column

You can find examples of this here: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file#multiple-objects-with-associations

 

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.