I need to “easily” export data that contains both contact
& company information that has been manually associated - is this possible?
Also, I understand from a previous post (Boris in 2023) that the bulk import feature was being worked on to make it easier to import associated contacts/company data - when will this be ready?
Hey @pepscircelli sorry for the delay in answering and thanks for your question.
Unfortunately it is not possible to export data of associated objects.
In regard with the improvement for import. It was improved as you can now create and associate your company objects in one go through imports and use the company name instead of the technical ID to simplify the bulk operations.
Did you have a specific feature in mind that you would need to simplify your import experience?
Hi @boris.rieunier thank you so much for your response. Are there any plans to enable the export of contacts to include company & associated data, as this is a feature of most competitor CRMs I’ve used such as Salesforce, Workbooks, etc
Can you point me to the documentation with regards to bulk imports where you can now import contact and company simultaneously please?
Thanks Mat, I’m aware that it can be achieved this way, but in 2025 & with virtually every other platform offering a “simple”, one time export of contact info including company data, I was hoping to hear this is something Brevo are developing to improve their offering.
Boris previously mentioned that there is a way to bulk import, where you can now import contact and company simultaneously - would you know how to do this Mat?
That’s exactly my experience, but was just trying to make head & tail of this comment from Boris, a Brevo Product Manager:
“In regard with the improvement for import. It was improved as you can now create and associate your company objects in one go through imports and use the company name instead of the technical ID to simplify the bulk operations.”?!
Hi @pepscircelli, sorry for the delay in getting back to you.
For now, we’ve simplified the process of importing and associating contacts with companies, but I understand this doesn’t fully address your need.
To recap: you would like to be able to export your entire dataset (contacts + associated company data) in one click.
At the moment, this isn’t possible on the platform, but your request has been noted. We understand the frustration this limitation may cause and will be discussing it internally.
Just in case someone strolls into this topic: I’ve checked this and no: you cannot export you contacts and include the company ids they are linked to. Other way around also doesn’t exist.
I’m faced with a similar situation today and Google Search sent me to this very topic.
I have an excel of contacts with an attribute that I want to add to those contacts’ company as an attribute of the company, and I have the email address of each contact, but not their company id, and that makes it not so straightforward using the import/export tools available in Brevo UI.
I have figured out how to update a company value in bulk, if you only have the contact email and the value. It involves using the API with an app called Postman, so it may be too technical for some.
Here is the approach:
Get contact ids
Create custom attribute on CONTACT entity (text)
Prepare and import excel with contact.email + fill this custom attribute (value doesn’t actually matter)
Use filter on contacts having this custom attribute filled
Export these contacts so you have their contact id and email
In Excel vlookup your contact id based on email in your original contact list
Get the link between contacts & companies
Use API with Postman app to get all your companies, the response contains each company with the linked contact ids
Create final import file for Brevo
Import Postman JSON into Excel and make sure the linkedContactsIds and company id columns are there/expanded
Next to your contacts sheet (which contains the field you want to update on the company, and the contact id from previous step): vlookup the company id using the contact id
Now you have the combination of: company id & the field you want to update
You can export to csv and import into Brevo companies