CRM

EGONZALOPALOM
Contributor

add company label Primary in bulk

SOLVE

hi, 

i want to add primary company label for contacts whose has only one company associated. 

i tried to import the file with record id, company id and priamry company id 

but it doesn't work, please cna you help

tahnk you

 

0 Upvotes
1 Accepted solution
ArisudanTiwari
Solution
Guide | Gold Partner
Guide | Gold Partner

add company label Primary in bulk

SOLVE

Hi @EGONZALOPALOM ,

To bulk-assign the "Primary" company label for contacts that are associated with only one company, you should use a multi-object import (Contacts & Companies) and include an Association Label column with the value set to "primary".

Just importing record IDs alone won't update the primary label; HubSpot requires the association label to be included explicitly.

Make sure your file includes:

  • Contact ID or Email

  • Company ID or Domain

  • Association Label (set to “primary”)

Then import it as a Contacts & Companies file. That’ll update the association and mark the company as primary for each contact.

Here’s HubSpot’s guide if you need it: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels
https://knowledge.hubspot.com/records/bulk-edit-records

Also, you can check this Community thread – Bulk update primary company:  https://community.hubspot.com/t5/CRM/Bulk-update-primary-company/m-p/697410

If my reply answered your question, please mark it as a solution to make it easier for others to find.


Cheers!

Arisudan Tiwari
HubSpot Advisor



Grazitti

View solution in original post

3 Replies 3
ArisudanTiwari
Solution
Guide | Gold Partner
Guide | Gold Partner

add company label Primary in bulk

SOLVE

Hi @EGONZALOPALOM ,

To bulk-assign the "Primary" company label for contacts that are associated with only one company, you should use a multi-object import (Contacts & Companies) and include an Association Label column with the value set to "primary".

Just importing record IDs alone won't update the primary label; HubSpot requires the association label to be included explicitly.

Make sure your file includes:

  • Contact ID or Email

  • Company ID or Domain

  • Association Label (set to “primary”)

Then import it as a Contacts & Companies file. That’ll update the association and mark the company as primary for each contact.

Here’s HubSpot’s guide if you need it: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels
https://knowledge.hubspot.com/records/bulk-edit-records

Also, you can check this Community thread – Bulk update primary company:  https://community.hubspot.com/t5/CRM/Bulk-update-primary-company/m-p/697410

If my reply answered your question, please mark it as a solution to make it easier for others to find.


Cheers!

Arisudan Tiwari
HubSpot Advisor



Grazitti

EGONZALOPALOM
Contributor

add company label Primary in bulk

SOLVE

hi, thank you, it worked!

ArisudanTiwari
Guide | Gold Partner
Guide | Gold Partner

add company label Primary in bulk

SOLVE

Thank you @EGONZALOPALOM  for the confirmation!
If you found my answer helpful, could you please mark it as the accepted solution? It’ll make it easier for others with the same issue to find a quick fix. Appreciate it!

If my reply answered your question, please mark it as a solution to make it easier for others to find.


Cheers!

Arisudan Tiwari
HubSpot Advisor



Grazitti

0 Upvotes