HubSpot Ideas

Jonno_Price

Allow bulk editing or removal of associations via import or the native HubSpot interface

The April '22 rollout of association labels was great and we all love the new super useful labels! However there was an unintended side effect that some of us that work a lot with imports and data management have noticed. 

Whereas before if you imported contacts (multi-object import) and included a Company ID column - the contact would simply associate to that company as the Primary company (it would replace any existing association) via the import process... Now however, if the contact is already associated to a different Primary Company in HS then it doesn't replace this association.

You end up with 2 companies associated to the contact.  It 
adds a new company association leaving the previous association in place. This can cause a lot of mess and confusion - particularly in larger databases.

Whilst you can change the label to Primary for the new company via the import by including an association label column you cannot remove the old association. This used to be such a simple process via native imports.

Example scenario:
- you have a list of contacts who have left their company
- you research their new company details
- via an import you create the new company and you associate the existing contact to their new company (or you associate the contact to the new company if it already exists in HubSpot)

Before Labels rollout - you would have contact associated to their new company and old company removed 

After Labels rollout - you now have the contact associated to 2 companies 😫

HubSpot tech support have advised that solutions are possible by using 3rd party tools like Associ8 or Import2 or by custom API work - however to my mind this should not require additional expense or 3rd party tools. This should be part of our HubSpot package - after all we are not asking for new functionality - we are asking for functionality that used to exist but has now been lost.

PS. more detail in this post

2 Replies
TonyDowling
Contributor | Diamond Partner

This is a great idea, thanks Jonno 

ajkinbrum
Participant | Partner

Yesssss, great idea!