CRM

AnnaND
Member

How to import companies as primary to the deals

Hello, 

 

I've already imported deals and companies into HubSpot. But I'd like to add new companies for those existing deals as a primary company. For now, the existing companies in HubSpot exist as primary companies for the deals. 

 

Thanks 

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1 Reply 1
kvlschaefer
Community Manager
Community Manager

How to import companies as primary to the deals

Hi @AnnaND,

 

Thanks for reaching out!

 

You can add a column in the spreadsheet called Association Label and when mapping the properties before import map this column as Association Label.

 

Screenshot 2022-07-14 at 11.06.27.png

 

The column for Association Label on your spreadsheet should contain the word Primary on every row.

 

Should you have any questions regarding setting up your import file or would like to get on a screen share, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription. They will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this.

 

I hope this helps!

 

Best,

Kristen


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