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CCaffrey
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Mitglied seit ‎Apr 9, 2022
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AllyRRS on Februar 24, 2021
How to import associated contacts into deals
Hi I've updated my deals spreadsheet with the historical deals, but when I go to import it appears that Associated Contact (and the ID) are non-updatable fields. How do I import these easily without having to go into each deal on Hubspot and add Beitrag ansehen
Antworten Diskussion Deals Starter
0 Likes
13 Antworten
CCaffrey
Mitwirkender/Mitwirkende
April 26, 2023
I don't recall this having worked for me in the past but I'll have to give it another go. Is there not a way to associate Company and Contact ID's for...Beitrag ansehen
Gelöst
CCaffrey on April 06, 2023
Why are deals creating an auto generated blank associated contact?
Hi all, Recently I've experienced what seems like a bug where deals are auto generating a blank contact in the 'Associated Contact'. Has anyone else run into this? This has happend to about 1/3 of my open deals. I haven't removed or deleted any p Beitrag ansehen
Antworten Diskussion Deals
0 Likes
2 Antworten
CCaffrey
Mitwirkender/Mitwirkende
April 07, 2023
Shoot, I deleted all the blank contacts. I'll have to try again once another blank contact is created.
Gelöst
CCaffrey on April 06, 2023
Why are deals creating an auto generated blank associated contact?
Hi all, Recently I've experienced what seems like a bug where deals are auto generating a blank contact in the 'Associated Contact'. Has anyone else run into this? This has happend to about 1/3 of my open deals. I haven't removed or deleted any p Beitrag ansehen
Antworten Diskussion Deals
0 Likes
2 Antworten
CCaffrey
Mitwirkender/Mitwirkende
April 07, 2023
Shoot, I deleted all the blank contacts. I'll have to try again once another blank contact is created.
Gelöst
AllyRRS on Februar 24, 2021
How to import associated contacts into deals
Hi I've updated my deals spreadsheet with the historical deals, but when I go to import it appears that Associated Contact (and the ID) are non-updatable fields. How do I import these easily without having to go into each deal on Hubspot and add Beitrag ansehen
Antworten Diskussion Deals Starter
0 Likes
13 Antworten
CCaffrey
Mitwirkender/Mitwirkende
April 26, 2023
I don't recall this having worked for me in the past but I'll have to give it another go. Is there not a way to associate Company and Contact ID's for...Beitrag ansehen
Gelöst
DCPS on Juli 16, 2018
Import Parent Child Relationships for Companies and Contacts...
I have over 500 parent companies each with anywhere from 10 to 500 child companies that I really don't want to set all the realtionships by hand. I also have thousands of contacts that I need to relate to their companies. Please help...
Antworten Diskussion
49 Likes
37 Antworten
CCaffrey
Mitwirkender/Mitwirkende
April 27, 2022
@MShandor tried this exactly as you outline and it does not work. There is no way to select "Parent Company" during the import because it is a "R...Beitrag ansehen
Gelöst
DCPS on Juli 16, 2018
Import Parent Child Relationships for Companies and Contacts...
I have over 500 parent companies each with anywhere from 10 to 500 child companies that I really don't want to set all the realtionships by hand. I also have thousands of contacts that I need to relate to their companies. Please help...
Antworten Diskussion
49 Likes
37 Antworten
CCaffrey
Mitwirkender/Mitwirkende
April 27, 2022
@MShandor tried this exactly as you outline and it does not work. There is no way to select "Parent Company" during the import because it is a "R...Beitrag ansehen
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