Tips, Tricks & Best Practices

LAryan
Member

Importing multiple objects in Hubspot

SOLVE

Hi there,

 

I want to import multiple objects like contacts, companies, and deals with emails and notes activities. What's the best practice; multiple objects or single objects?

Help me understand one thing, multiple objects mean I can add all 3 objects in a file and import it and in the single object, I have to create 3 lists and import one-by-one. Right?

 

Thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Importing multiple objects in Hubspot

SOLVE

Hi @LAryan,

 

Importing multiple objects at once means that HubSpot will automatically establish associations between the records. If you import separate files, HubSpot will not necessarily do that, especially outside of the contact/company relationship. In other words, a deal record might be created from a single object import but the right sidebar of the deal record would not show which companies and contacts the deal is associated to.

 

If you haven't yet, I'd recommend reviewing this page: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file

 

It's crucial to understand how HubSpot deduplicates and associates record before running larger imports.

 

Let me know if you have any follow-up questions!

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

Importing multiple objects in Hubspot

SOLVE

Hi @LAryan,

 

Importing multiple objects at once means that HubSpot will automatically establish associations between the records. If you import separate files, HubSpot will not necessarily do that, especially outside of the contact/company relationship. In other words, a deal record might be created from a single object import but the right sidebar of the deal record would not show which companies and contacts the deal is associated to.

 

If you haven't yet, I'd recommend reviewing this page: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file

 

It's crucial to understand how HubSpot deduplicates and associates record before running larger imports.

 

Let me know if you have any follow-up questions!

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.