Contacts

Associate records via import

Last updated: September 5, 2018

In Beta

When importing records into HubSpot, you can create associations between two different record types by uploading a spreadsheet for each. This feature is currently in BETA. 

Set up your spreadsheets

To associate records via import, set up a spreadsheet for each record type and include a common field to uniquely identify the records you want to associate.

For example, if you're importing contacts and want to associate each contact with a deal:

  • Create two spreadsheets: one for contacts and one for deals.
  • Include a "Deal ID" column in both spreadsheets:
    • On your deal spreadsheet, give a unique ID number for each deal in the "Deal ID" column. If your deals already exist in HubSpot, and you want the import to overwrite values for the existing deals rather than create new deals, use the record ID from HubSpot as the unique identifier in the "Deal ID" column. 

      relational-import-deals-sheet
    • On your contacts spreadsheet, include the ID of the deal you want to associate a contact with in the "Deal ID" column. 

      relational-import-contact-sheet

Learn more about setting up files for import.

Please note: if you upload files for existing contacts with email addresses or companies with company domain names, any existing information will be overwritten by new values you’ve imported. Contacts are deduplicated by email address and companies are deduplicated by company domain name.

Import your spreadsheets

  • In your HubSpot account, navigate to contacts, companies, deals, or tickets.
  • Click Import
  • Click Start an import
  • Select File from computer, then click Next
  • Select Multiple objects with associations, then click Next
  • Select the two record types you want to associate via import, then click Next
  • Upload each of your record type spreadsheets into the corresponding section. If you are using record ID to deduplicate either or both of your files, check the corresponding Update existing [record type] using "[record type] ID" exported from HubSpot box. Click Next

relational-import-upload-your-files

  • Click the Common column headers found in your files dropdown menu and select the column header for the field used as the association identifier in both of your spreadsheets.
  • In the dropdown menu that appears, select the record type that this field is the unique identifier for, meaning each row in the spreadsheet for this record type has a unique value for this field, then click Next

relational-import-map

  • Review and confirm your selection, then click Next
  • HubSpot will automatically match the columns in your file to your properties in HubSpot. If any columns do not match an existing property, click the corresponding dropdown menu, then select an existing property, or click Create new property to set up a new property to which this column will be mapped. Once you've mapped the columns in your files to properties in HubSpot, click Next.

    Please note: if you're importing contacts or companies with the record ID the Email or Company domain name property will not be mapped.

  • Enter a name for your import. If the EU General Data Protection Regulation (GDPR) setting is enabled in your account and you're importing contacts, you will need to enter a legal basis for processing your contacts' data. 
  • Click Finish import

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