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Import Vendor list #414

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2 tasks done
laneymangan opened this issue Feb 14, 2024 · 4 comments
Closed
2 tasks done

Import Vendor list #414

laneymangan opened this issue Feb 14, 2024 · 4 comments
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@laneymangan
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laneymangan commented Feb 14, 2024

  • Assign new vendor categories in spreadsheet
  • Import list

List can be found here

@laneymangan laneymangan self-assigned this Feb 14, 2024
@laneymangan laneymangan moved this from Todo to In Progress in Customer Success Mar 25, 2024
@laneymangan laneymangan moved this from In Progress to Todo in Customer Success Mar 25, 2024
@laneymangan laneymangan moved this from Todo to In Progress in Customer Success Apr 8, 2024
@AnthonyRollins
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@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.

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

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

@github-project-automation github-project-automation bot moved this from In Progress to Done in Customer Success Apr 22, 2024
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