Hey everyone,
I’m in the process of importing 230 companies into HubSpot using an Excel spreadsheet, and I want to ensure a seamless migration…especially for companies that fall under a larger parent group.
Above is a screenshot of my current data structure.
Some companies operate under a parent company, and I need to correctly set up parent-child relationships in HubSpot.
I want to ensure this is properly mapped in Excel before importing to avoid manual adjustments later.
Ideally, I’d like a process that maintains data integrity and links companies correctly.
How should I structure parent-child companies in Excel before importing to HubSpot?
Which HubSpot properties should I use to ensure these relationships are automatically set up during import?
Any best practices or common pitfalls to watch out for when managing hierarchical company data in HubSpot?
4. Ideally be able to make dashbaord for reporting the Groups perfomance (parent) and then the indivdual company (child)
