Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company. If PandaDoc could import this CSV file, this challenge could be solved in seconds.
Elvis Vilasbôas Rosa
shared this idea
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Ben Stark
commented
Wait, how do you reassociate an existing contract? That's possible?
EDIT. Figured that out, but I'd really like to be able to associate to a Company or Contact record.