CRM

FYI
Teilnehmer/-in

When bulk importing contacts via CSV file, how do I assign owners to contacts?

lösung

When bulk importing contacts via CSV file, how do I assign owners to contacts?

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bradmin
Lösung
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When bulk importing contacts via CSV file, how do I assign owners to contacts?

lösung

Hi, @FYI. You can accomplish this by including a Contact Owner column on your .csv, and supplying the corresponding owner's name or email address. Those owners must be HubSpot users in order for the assignment to stick, so those name/email values have to match what's on the user. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

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3 Antworten
bradmin
Lösung
Autorität

When bulk importing contacts via CSV file, how do I assign owners to contacts?

lösung

Hi, @FYI. You can accomplish this by including a Contact Owner column on your .csv, and supplying the corresponding owner's name or email address. Those owners must be HubSpot users in order for the assignment to stick, so those name/email values have to match what's on the user. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Danp11
Teilnehmer/-in

When bulk importing contacts via CSV file, how do I assign owners to contacts?

lösung

Since Hubspot's last update this feature is really buggy. Adding the owner column and owner's email used to work, now it randomly assigns to users.

 

I've open a support ticket but no real response yet.

0 Upvotes
FYI
Teilnehmer/-in

When bulk importing contacts via CSV file, how do I assign owners to contacts?

lösung
Thank you so much!