Quick Answer
How do you associate multiple contacts with a company?
Open Contacts or a Smart List, select the contacts, open the bulk actions menu, and choose Add/Edit to Company. Select the existing company, choose the available association option, name the request, and confirm the action. Review the results from Contacts → Bulk Actions.
What the Add/Edit to Company Bulk Action Does
Companies allow several contacts to be organized under one business record.
The Add/Edit to Company bulk action lets you associate selected contacts with a company, update an existing association, or remove the association when that option is available.
This can be useful for B2B contact management, multi-location businesses, account-based sales, teams, vendors, and other situations where several people belong to the same organization.
Existing associations may be replaced
Assigning a new company may override the company already associated with a selected contact. Review the contact selection carefully before confirming the action.
Company Association Bulk Actions at a Glance
Before You Begin
Confirm the company record, contact selection, and expected result before running the bulk action.
- Create the company record before running the bulk action.
- Confirm the exact company the contacts should be associated with.
- Review whether selected contacts already belong to another company.
- Decide whether the action should add, update, or remove an association.
- Use a Smart List when only a specific contact segment should change.
- Test the process with five to ten contacts when overrides are a concern.
- Prepare a clear name for the bulk action request.
- Sign in to your BizStackPro account.
Step 1: Select the Contacts
Choose the contact records whose company association should be added, updated, or removed.
Open Contacts or a Smart List
Open Contacts or select the Smart List containing the records you want to update.
Select Individual Contacts
Use the checkbox beside each contact when only specific records should be updated.
Select the Current Page
Use the checkbox at the top of the table to select every contact displayed on the current page.
Select the Full Database When Needed
If the bulk action should apply to every contact, use the additional select-all option that appears after selecting the page, when available.
Review the Contact Count
Confirm how many contacts are selected before opening the bulk actions menu.
Confirm the selection before continuing
A full-database selection can update many contact-to-company relationships at once. Make sure the selected list is correct.
Step 2: Run Add/Edit to Company
Open the bulk action, select the company, and confirm how the association should change.
Open the Bulk Actions Menu
After selecting the contacts, open the bulk actions toolbar or menu.
Select Add/Edit to Company
Choose Add/Edit to Company.
Select the Company
Choose the existing company record that should be associated with the selected contacts.
Choose the Association Option
Select the available option to add, update, or remove the company association.
Name the Bulk Action
Enter a descriptive name so the request can be identified later in the bulk actions history.
Review the Selection
Confirm the company, contact count, and association option.
Confirm the Bulk Action
Click Confirm to begin processing the request.
The bulk action may override existing associations
Contacts already connected to another company may be reassigned to the company selected in the bulk action. There is no automatic undo option.
Step 3: Monitor the Bulk Action
Review the request status while BizStackPro processes the selected contacts.
Open Contacts
Return to the Contacts area.
Open Bulk Actions
Open the Bulk Actions area, commonly listed as Contacts → Bulk Actions.
Find the Named Request
Locate the request using the name you entered before confirmation.
Review the Status
Check whether the request is processing, completed, or failed.
Verify Contact Records
Open a few affected contacts and confirm that the correct company association appears.
Rerun Smaller Batches if Needed
If the request fails or produces unexpected results, reduce the contact selection and try again with a smaller batch.
Important Company Association Notes
Company Must Exist First
Create the company record before trying to associate contacts with it.
Existing Associations May Change
Assigning a new company may replace the company already connected to a selected contact.
Removal Depends on Available Options
The ability to remove a company association depends on the options shown in the bulk action menu.
Bulk Actions Are Not Automatically Reversible
Incorrect associations must be corrected with another bulk action or by editing the affected contacts.
Company Association Best Practices
Frequently Asked Questions
What does the Add/Edit to Company bulk action do?
Can I update an existing company association?
Do I need to create the company first?
How do I remove contacts from a company?
What happens if a contact belongs to another company?
How can I monitor the bulk action?
Continue Learning
Continue learning how to manage contacts, companies, Smart Lists, and bulk requests with these related BizStackPro Help Center guides.
