Associating Deals with Contacts in HubSpot
Use contact email or any other field to associate deals to their related contacts during the import
In this article, we will walk you through how to import deals and use contact email (or any other field in your CSV file), to associate the deals with the desired contacts in your HubSpot database. (You can also follow the same steps to link to companies if preferred).

1. Prepare the import file

First, you'll prepare the CSV file with your deal data. You can have as many fields as you want, but for the purpose of this example, we will use just 4 fields (deal name, deal amount, deal closed date and associated contact email). You can use any spreadsheet software to create the file - just make sure to save the file in CSV format.
2. Import New Deals with Contact Association

Now that you have the CSV file ready, let's import this data into HubSpot.

  1. First setup a free Import2 Wizard account
  2. Use "Start New Import" button to initiate new HubSpot Import
  3. On the mappings step, map the amount, name and closed date fields to the corresponding fields in HubSpot. You can read more about other HubSpot fields mappings here
  4. To map the associated contact, you can use "contact email" from your CSV file, and in HubSpot pick the Associated Contact field. As a lookup field choose email
  5. Now login into your HubSpot account and check that deals and their contact links were created accurately
Or check the quick video below: