Can you please add the ability to Child / Parent / Sister Organization relationships via CSV Data Up

Alex Plonsker
Alex Plonsker Posts: 2
edited July 2022 in Ideas and Product Feedback #1

Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2022 #2

    Hi @Alex Plonsker , I'm sorry to hear you're hitting this bump on the road in your import.

    Unfortunately at the moment it's not possible to use import to create relationships between organizations as you would manually with Related Organizations. 

    As a workaround I suggest replicating them as 3 organization-type custom fields in Organizations (Parent, Child, Sibling). Keep in mind, though, that the information entered into the Parent won't be automatically reflected in the Child, so unfortunately you'd have to either manually or via spreadsheet classify them all.

    I’ll discuss your comments with our team and share your concerns. My apologies that you had to experience this and I understand your frustrations. Thank you for your patience.

     

  • Maria Modig
    Maria Modig Posts: 1
    edited November 2020 #3

    We also need this.. Badly! 

    Would be great! 

  • Bernhard Pirker
    Bernhard Pirker Posts: 1
    edited October 2021 #4
    Inês Batata said:

    Hi @Alex Plonsker , I'm sorry to hear you're hitting this bump on the road in your import.

    Unfortunately at the moment it's not possible to use import to create relationships between organizations as you would manually with Related Organizations. 

    As a workaround I suggest replicating them as 3 organization-type custom fields in Organizations (Parent, Child, Sibling). Keep in mind, though, that the information entered into the Parent won't be automatically reflected in the Child, so unfortunately you'd have to either manually or via spreadsheet classify them all.

    I’ll discuss your comments with our team and share your concerns. My apologies that you had to experience this and I understand your frustrations. Thank you for your patience.

     

    Hi @Inês Batata
    Any Updates on this?  We also need this feature badly. FYI Hubspot offers this feature.

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