cal-itp/customer-success

Import data from LTSS

Closed this issue · 5 comments

Data can be found here.

To-Dos

  • Clean up name column to include only the name
  • Create columns for first_name last_name email company_name company_domain

@AnthonyRollins grid is clean. would you like me to import this into HubSpot as a list too?

Yes, that would be great

Import into HubSpot complete, this list is titled LTSS Members

Out of the 71 rows provided in this import, we processed 71 records; 24 of the 71 records were newly created.

@AnthonyRollins or @laneymangan, per their email, can you please adjust Md Saiful Islam's user permissions in HubSpot to allow them to access Lists?

@AnthonyRollins has fixed this issue and Saiful confirmed access to the List.