That is correct. The email column must include one email only. One row = one email address = one row. One way to update your Excel file accordingly is by using the text to columns feature. You'll have to then copy those new rows in the correct place and clean up your file a bit.
And yes, company records can be associated with multiple contact records ( = emails). However, company records themselves do not have a default field for email address. This would be only via association.
If you're unsure what you're doing, I'd recommend testing the import in a developer account first (choose "An app" on the page). Imports with incorrect associations cannot be reversedf.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
That is correct. The email column must include one email only. One row = one email address = one row. One way to update your Excel file accordingly is by using the text to columns feature. You'll have to then copy those new rows in the correct place and clean up your file a bit.
And yes, company records can be associated with multiple contact records ( = emails). However, company records themselves do not have a default field for email address. This would be only via association.
If you're unsure what you're doing, I'd recommend testing the import in a developer account first (choose "An app" on the page). Imports with incorrect associations cannot be reversedf.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Many thanks for this kind and prompt correspondence.
Your guidance indeed is a useful solution. Though our problem is a little bit more complicated or at least we believe so.
So in our excel sheet, the column with emails (especially for company records) might have multiple emails (1-30 emails, separated with spaces or commas). Then there are more information columns on the left/right side as well as above/below. So how could we use the *Convert Text to Columns Wizard* without overriding the information around the email column?
Looking forward to your valuable feedback and insights.
To make sure you're not overwriting information, you would simply add empty columns to the right (as many as needed) before using the text to columns option.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer