Association

SSingh822
Member

if i want to create new set of data (removing existing one) with association between contacts-companies-deals-calls should i import all four files together and they will build association between four of them?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @SSingh822,

 

No need to cross-post, I already answered your query here: https://community.hubspot.com/t5/Tickets-Conversations/Association-between-contacts-and-deals/m-p/12...

 

To answer your question here: Yes, that's also an option – during the import process, select the objects you want to import and HubSpot will show the option to generate a sample file for you as a reference.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @SSingh822,

 

No need to cross-post, I already answered your query here: https://community.hubspot.com/t5/Tickets-Conversations/Association-between-contacts-and-deals/m-p/12...

 

To answer your question here: Yes, that's also an option – during the import process, select the objects you want to import and HubSpot will show the option to generate a sample file for you as a reference.

 

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.

0 Upvotes