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DNelson7
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Member since ‎Nov 20, 2023
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DNelson7
Participant
November 21, 2023
Reply to Creating Associations between companies
Okay - After a lot of helpful suggestions from @karstenkoehler and a lot of trial and error, I was finally able to get my parent and child companie...read more
DNelson7
Participant
November 21, 2023
Reply to Creating Associations between companies
Thank you Karsten. Does the parent company have to be the Record ID created by HubSpot or can it be a unique identifier already in my data? Wondering...read more
DNelson7
Participant
November 20, 2023
Reply to Import Parent Child Relationships for Companies and Contacts...
I'm actually trying to do company to company parent/child associations. This is what I was told to do by import2. "To import a CSV file with sch...read more
DNelson7
Participant
November 20, 2023
Reply to Import Parent Child Relationships for Companies and Contacts...
Not contacts. I'm trying to create Parent/Child associations with companies.
DNelson7
Participant
November 20, 2023
Reply to Import Parent Child Relationships for Companies and Contacts...
I currently don't have contacts. I am trying first to create my companies and their accompanying associations. (Parent/Child)
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DNelson7 on November 20, 2023
Creating Associations between companies
According to import2, I should be able to create associations with my child accounts (schools) to their parent account (district) based on the unique identifier I created for the districts. I can only see how to create an association between deals a read more
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