cal-itp/customer-success

Import Vendor list

Closed this issue · 4 comments

laneymangan commented
  • Assign new vendor categories in spreadsheet
  • Import list

List can be found here

AnthonyRollins commented

@laneymangan, Did you need any help getting this data into Hubspot? I determined that everything looks set up correctly; the unique identifier is the property named Domain, so make sure to use that one when importing details.

  • 👍1
laneymangan commented

Imported! @AnthonyRollins
image

Next I'll work on the associations, association labels, and any other remaining properties. But since the vendors are in, the activity import can happen whenever. I'll update the dev team

AnthonyRollins commented

@laneymangan AMAZING! Everything looks great. We should delete the vendor domain name property so everyone knows to use domain as the unique property.

  • 👍1
laneymangan commented

vendor domain name has been deleted. I'll close out this issue!