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CCaffrey
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Miembro desde ‎abr 9, 2022
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AllyRRS en Febrero 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 Leer más
Responder Conversación Deals Starter
0 Me gusta
13 Respuestas
CCaffrey
Colaborador
Abril 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...Leer más
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CCaffrey en Abril 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 Leer más
Responder Conversación Deals
0 Me gusta
2 Respuestas
CCaffrey
Colaborador
Abril 07, 2023
Shoot, I deleted all the blank contacts. I'll have to try again once another blank contact is created.
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CCaffrey en Abril 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 Leer más
Responder Conversación Deals
0 Me gusta
2 Respuestas
CCaffrey
Colaborador
Abril 07, 2023
Shoot, I deleted all the blank contacts. I'll have to try again once another blank contact is created.
Resuelta
AllyRRS en Febrero 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 Leer más
Responder Conversación Deals Starter
0 Me gusta
13 Respuestas
CCaffrey
Colaborador
Abril 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...Leer más
Resuelta
DCPS en Julio 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...
Responder Conversación
49 Me gusta
37 Respuestas
CCaffrey
Colaborador
Abril 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...Leer más
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DCPS en Julio 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...
Responder Conversación
49 Me gusta
37 Respuestas
CCaffrey
Colaborador
Abril 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...Leer más
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