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

SOLVE
FYI
Participant

‎Nov 8, 2018 12:07 PM

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

0 Upvotes
1 Accepted solution

Accepted Solutions
bradmin
Solution
Key Advisor

‎Nov 8, 2018 1:13 PM

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.

View solution in original post

3 Replies 3
bradmin
Solution
Key Advisor

‎Nov 8, 2018 1:13 PM

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.

View solution in original post

FYI
Participant

‎Nov 8, 2018 2:39 PM

Thank you so much!
Danp11
Participant

‎May 24, 2019 11:09 AM

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
When bulk importing contacts via CSV file, how do I assign owners to contacts?
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...
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...
Sales
May 24, 2019