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CCaffrey
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Membre depuis ‎avr. 9, 2022
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Résolues
AllyRRS le Février 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 Lire la suite
Répondre Discussion Deals Starter
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13 Réponses
CCaffrey
Contributeur
Avril 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...Lire la suite
Résolues
CCaffrey le Avril 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 Lire la suite
Répondre Discussion Deals
0 Mention J'aime
2 Réponses
CCaffrey
Contributeur
Avril 07, 2023
Shoot, I deleted all the blank contacts. I'll have to try again once another blank contact is created.
Résolues
CCaffrey le Avril 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 Lire la suite
Répondre Discussion Deals
0 Mention J'aime
2 Réponses
CCaffrey
Contributeur
Avril 07, 2023
Shoot, I deleted all the blank contacts. I'll have to try again once another blank contact is created.
Résolues
AllyRRS le Février 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 Lire la suite
Répondre Discussion Deals Starter
0 Mention J'aime
13 Réponses
CCaffrey
Contributeur
Avril 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...Lire la suite
Résolues
DCPS le Juillet 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...
Répondre Discussion
50 Mentions J'aime
37 Réponses
CCaffrey
Contributeur
Avril 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...Lire la suite
Résolues
DCPS le Juillet 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...
Répondre Discussion
50 Mentions J'aime
37 Réponses
CCaffrey
Contributeur
Avril 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...Lire la suite
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