Bulk Company Merge

It would be excellent if we could bulk merge companies based on their domain instead of individually merging companies.

HubSpot updates
10 Replies
New Contributor

yes !!! I would need that too...

If someone know how to do it :-)

New Contributor

I very much agree with the need to bulk merge company, and even contact, records.  However,  I would not want to just limit that to using the domain or emial fields. Unfortunately, we have quite a few company records that do not have domain details, and contact records that do not have email addresses.  

Rather,  I would like to use either the company/contact list screens or the merge feature on the company/contact detail screens to accomplish this.

From the list screen, a user should be able to click on the records they want to merge, and have the same capability to merge as they do to delete, assign, etc..

.List ScreenList Screen

From the Detail screen, it would be neat to have pick list boxes next to the potential matching companies.Detail ScreenDetail Screen

New Contributor

Would be good to export to a spreadsheet, match them up and import back in as merged companies. We don't use domians as we have multiple separate companies that use the same domain name

Occasional Contributor

Agreed with Naomi! 

New Contributor

Agree. Needed this 3 years ago

HubSpot Employee
HubSpot Employee

Agreed! 

Occasional Contributor

Agreed - if anything it can be simple, like when import company domain

 

Have the CSV row contain multiple domains separated by ;

ex.)

apple.com;apple1.com;apple2.com etc.

 

Having this ability for contacts with multiple email addresses would be great too

ex.)

Johndoe@company.com;Jdoe@company2.com

Occasional Contributor

agreed. this is needed. 

Occasional Contributor

100% agree!!

Occasional Contributor

Bulk merging companies is a crucial feature that HubSpot is missing. It would be ideal if you could select multiple companies and then have 'Merge' under actions. From there you should be able to choose the parent company you'd like all the others to be merged into.

 

With this approach, HubSpot users would be able to search common key words to find companies that have duplicates due to small variations such as the use of acronyms, symbols, locations, etc. that may be included for one reason or another. Using 'American University' as an example: we have 3 companies in our database that are all actually the same one 'American University' 'American University Washington DC' and 'American University, Washington.' With the current system I have to merge these one by one and make sure to always start with the company that I want to be the parent company. (Side note: we don't use the email domain to company domain automatic connection feature due to the nature of our data)

 

Not being able to choose which company will be merged into the other is another HUGE limitation. Having to step back and find the company that you want to be merged is an extra step and the time adds up. The order doesn't even work logically - If you press 'merge' on a company, you would assume that you could merge that company INTO another one. That point shouldn't matter though because we should be able to choose where the companies are merged to everytime. Thanks for coming to my Ted Talk