You can import contacts to your HubSpot contacts database using a CSV file. If you're managing your contacts in an Excel file, you'll need to save your file as a .CSV before proceeding.
Follow the steps below to prepare and import your CSV file. If you are already comfortable with creating your file, skip to the instructions to start your import.
It is also possible to import your contacts using the HubSpot mobile app. Read more here.
- Be sure to include a header row in your CSV file. Match each column's header with a contact property. You can include values for any of the default HubSpot properties and/or create custom properties. Download a sample CSV file here.
- Contacts are deduplicated based on email address so be sure to include Email as one of the column headers. When you import a contact that is already in your database, that contact record will be updated with any new property values from your CSV file. In the CRM, it is possible to upload contacts without an email address, but keep in mind that if an email address is not provided, deduplication will not occur.
- If you want to assign an owner to the contacts during the import, you can do this by including a HubSpot Owner column in your CSV file. Simply add the email address of the user to each row in that column.
- You can also set your contacts' Lifecycle Stage during import by including a Lifecycle Stage column and setting a value for each row in that column (Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist, or Other).
- If you do not want to overwrite a contact's current value for a property, you can either include the current value in the relevant column for that contact or leave the cell blank. HubSpot will not overwrite a contact's information unless there is a new value present in the CSV file. If you would like to clear property values, you can do so using a workflow (Marketing Professional and Enterprise only).
- If you have the Automatically create and associate companies with contacts setting turned on in the HubSpot CRM, contacts will be automatically associated with company records after the import by matching the email address domain of the contact to the Company Domain Name on the company record. You can manage this setting in Settings > Contacts within your HubSpot Sales account.
- Navigate to your contacts:
- In your HubSpot Marketing Basic, Professional, or Enterprise account, go to Contacts > Contacts.
- In your HubSpot Marketing Free or Starter account or your HubSpot Sales account, go to Contacts.
- Click Import.
- Click Start a new import.
- On the next screen, select A .csv file, then select Contacts.
- Choose the .csv file you wish to import by clicking Select a file or by dragging the file into the window.
- Once the file is selected, click Upload.
- On the Import details page, enter a name for your import (this will be the name of the static list that's automatically created of your imported contacts).
- Select a Lifecycle Stage for your imported contacts. Note: the Lifecycle Stage property is not designed to go backwards. For example, a contact who is already marked as a Customer cannot be set back to a Lead through an import.
- Under Advanced options, you can choose to add your imported contacts to an existing static list and/or choose a default format for date properties.
- Once you've set the options for your import, click Next, map your properties.
- HubSpot will automatically match the columns in your .csv file to your contact properties. You can choose not to import a column by unchecking the corresponding box to the left. You can also change which property the column is mapped to by selecting a different HubSpot property from the dropdown. If any columns do not match an existing property, they will appear in the Columns without matches section. Click on the dropdown and choose an existing property or click Create new property to set up a new property to which this column will be mapped.
Once you've mapped the columns of your spreadsheet to properties in HubSpot, click Next, confirm additional options.
- On the Email Opt-in page, review the statements and select True to confirm that the contacts you are importing are expecting to hear from you and that you have not purchased the list (importing purchased lists is against our Acceptable Use policy). Place your initials in the field to confirm your selections.
- Click Finish import to import your contacts.
Please note: any existing contacts will be deduplicated by email address and included fields in your import will overwrite existing data.
After the import is completed, you will be taken back to the Import Status page. On this page you will see the following:
- Name: the name of the import that was added in the Import Details.
- Date: the date that the import was completed.
- Processed: the number of records processed by the import.
- Added: the number of new contacts added. If a contact already existed in your database prior to the import, it will not be included in this value.
- Errors: the number of records in your import that resulted in an error and could not be processed. Select Actions > Download Errors to see a detailed list of errors.
You can also select Actions > Download Original to download a version of the CSV file used for the import.