centralsoli.blogg.se - Imp property management

#Imp property management update#

#Imp property management update#

If you don’t have company domain names, use the Record ID to update and associate existing company records. This is required when importing companies to avoid duplicates or to associate companies with another object. Company domain name: the website domain of a company (e.g., ).If you don’t have contact email addresses, use the Record ID to update and associate existing contact records. This is required when importing contacts to avoid duplicates or to associate contacts with another object. Email: the email address of a contact.The unique identifiers available for use when importing are: In an import, you need a unique identifier to avoid creating duplicate records (e.g., two records for “Tom Smith”) and to associate different records (e.g., import “Tom Smith” and associate him with his company “Smith Inc.”). Unique identifier: a property value that HubSpot uses to recognize each record as one of a kind.Each row represents a contact record, and each column of information represents a contact property ( First Name, Last Name, Email Address). In this example, the object being imported is contacts.

In an import, properties will match up with your file’s column headers. Property: a field created to store information about your records and activities.

Calls and tasks can be imported on their own, but emails, meetings, and notes must be imported and associated with a CRM object. You can create new activities via import, but cannot update existing activities. Activities include calls, emails, meetings, notes, and tasks.

Activity: an engagement that can be associated with records, such as an email sent to a contact, or a note logged on a ticket record.

If you're importing multiple objects in one file, each row will represent records that are associated with each other. In a single object import file, each row of your file represents one object record. Record: an individual instance of an object (e.g., “Tom Smith” is a contact record).

When importing, an object is the type of dataset you're importing into HubSpot. GlossaryĬRM Object: a type of a relationship or process that your business has, such as contacts, companies, deals, and tickets. Before you start importing, review the relevant HubSpot terms and requirements for your import files. Import files are spreadsheets of data used to organize your business’ relationships and processes. Whether HubSpot is your first CRM or you’re moving from another system, importing helps you create records and activities, and update your database.