How to Import A New Company in Hubspot that Shares a Domain With an Existing Company

[Joylyn-Ortiz]

Here are the steps to put new companies into Hubspot without overwriting existing company records that share the same domain. (Think a shared city website for both fire departments and water departments)

To do this you will need an Excel book for the new companies you want to import with two sheets : "Import 1" and "Import 2". "Import 2" contains the complete company information, including domains. "Import 1" is a copy of "Import 2" with NO DOMAINS.

**Note: you also need to enter Hubspot Settings > Objects > Companies and turn "Create and associate companies with contacts" OFF.

1. Import new company list WITHOUT the domains from a copy of sheet "Import 1". This will create a new company record for each one.

2. View the companies you just imported into Hubspot

3. Export that same company list and open the Excel file

4. Match the company names from your export list to the original new company list, this time WITH domains - sheet "Import 2"

5. Go back to your new company Excel sheet "Import 2" and add the correct Hubspot ID for each department name

6. Start importing the updated new company sheet - a copy of sheet "Import 2" which includes both Hubspot IDs and domains

7. *THIS IS THE MOST IMPORTANT STEP* During the import process, use the column "Hubspot ID" and change the "Import As" dropdown to "Record ID" 

8. Check all your other matches to existing fields and complete the import.

This adds the correct domains to the new company records WITHOUT touching your existing company records that share the same domain.

[kvlschaefer]

Great insight, @Joylyn-Ortiz!

Thanks for sharing this guide with the Community 🙂