How to do imports in HubSpot

See video or transcript here

1. Prepare Your File

• Create a CSV or Excel file with your data.

• Make sure the columns are clearly labeled, e.g.:

  • Contacts: First name, Last name, Email, Phone number

  • Companies: Company name, Domain, Industry

  • Deals: Deal name, Amount, Close date, Pipeline stage

• Each row should represent one record (one contact, one company, etc.).

• Ensure you have unique identifiers (e.g., email for contacts, domain for companies).

2. Navigate to Import Tool

1. In HubSpot, go to Settings (⚙️ in the top navigation).

2. In the left sidebar, select Data Management → Import & Export.

3. Click Start an import.

3. Choose Import Type

• Select whether you want to:

  • Import one file (e.g., just contacts).

  • Import two files (e.g., contacts + companies, or deals + contacts).

• Choose the object(s) you want to import: Contacts, Companies, Deals, Tickets, or Notes.

4. Upload Your File

1. Click Choose a file and upload your CSV/Excel file.

2. HubSpot will scan the file and show a preview.

5. Map Columns to Properties

• HubSpot will try to automatically match your file’s columns to HubSpot properties.

• Example: Email → Email, Company Name → Company Name.

• If HubSpot can’t match, select the correct property manually.

• You can also create new properties directly from this screen if needed.

6. Review & Import

1. Review your selections.

2. Confirm associations (e.g., link contacts to companies, or deals to contacts).

3. Click Finish Import.

4. HubSpot will process the import and send you a confirmation when it’s complete.

7. Check Imported Data

• Go to Contacts, Companies, or Deals to verify your new records.

• Use filters to find recently created records.

• Fix any mismatches by editing properties or re-importing with corrected data.

✅ Best Practices

• Always clean your file before importing (remove duplicates, check for missing emails/domains).

• Use unique identifiers to avoid duplicate records.

• For large imports, start with a small test import to confirm your mappings are correct.

• Keep a backup copy of your original file.