Importing Contacts and instantly associating with their respective company
SOLVE
I'm sure someone has run into this problem before. I have looked around for solutions, but nothing seems to address exactly what my problem is. If someone can link me to a resource that does solve this, that would be great.
Currently, I have imported a list of companies. Each company has, most importantly, its company name, address, and url.
I am now trying to import a list of contacts. Every contact is associated with one of these companies. In the contact CSV I have a company column (every contact has), an email column (which some contacts have), and a company url column (which every contact has).
With this information, how do I associate every contact imported with their respective company?
Importing Contacts and instantly associating with their respective company
SOLVE
hey @PatOfCle automatically HubSpot will associate any contacts with an email domain that matches a company domain to each other.
You can also improt multiple objects in your contact import. If you use the "company url" as a company import, it will de-duplicate this against any existing companys with that url. If it's on the same line as the contact information it will associate that contact to that company too!
Importing Contacts and instantly associating with their respective company
SOLVE
Awesome, thank you guys for the solutions. I ended up deleting the existing contacts and re-importing both contacts and companies jointly, linked on domain, per @TomM2 and the guide's instruction.
Importing Contacts and instantly associating with their respective company
SOLVE
Good to hear! @PatOfCle just for future reference, if you import a contact's email address it will automatically de-duplicate the contact based on that. So there's not even a need to delete the contact records! You can simply set the import to not overwrite existing properties, or just import the company domain and email address and it'll automatically associate the records!
Tom Mahon tom@hub-spark.com HubSpot Expert | Digital Marketing Specialist | Community Champion HubSpark
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Importing Contacts and instantly associating with their respective company
SOLVE
hey @PatOfCle automatically HubSpot will associate any contacts with an email domain that matches a company domain to each other.
You can also improt multiple objects in your contact import. If you use the "company url" as a company import, it will de-duplicate this against any existing companys with that url. If it's on the same line as the contact information it will associate that contact to that company too!