To begin, we'll cover formatting your .CSV file to prepare it for importing. If you are already comfortable with this step, skip down to the Start the Import section.
Prepare the CSV
- Be sure to include a header row in your CSV file. Match each column's header with a property in the CRM. You can include values for any of the default HubSpot properties and/or create custom properties that make sense for your organization. Download a sample CSV file here.
Keep in mind
- Contacts are deduplicated based on email address. When you import a contact that is already in your CRM, that contact record will simply be updated with any new property values from your CSV file. Within the CRM, it is possible to upload contacts without an email address (this is not possible in our Marketing product). 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 CRM 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 have the Automatically create and associate companies with contacts settings turned on, 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 from Settings > Contacts.
Start the import
- Navigate to Contacts.
- Click Import in the upper-right hand corner.
- On the resulting Imports page, select Start a new import.
- Next, you will be prompted to select the type of import. Select A .csv file to import contacts from a .csv file.
- On the next screen, select Contacts for the type of import.
- Choose a file to upload by either dragging and dropping a file into the screen or clicking Select a file.
- Once you have added your CSV file select Upload to being the import process.
- First, you will be prompted to choose an Import Name and to select whether or not your import contains an email address column. You can also click Advanced Options here to select the Lifecycle stage for your contacts and the default date format for any date properties in your file.
- Click Next, map your properties to map the columns in your file to their equivalent CRM properties.
- Check over the mappings to ensure each column will update the correct HubSpot Property.
- Once you are happy with the mapping of each column, select Next, confirm additional details.
- Finally, you will be asked a few questions to determine if the contacts can be opted-in to receive email. Once you complete these question select Finish import.
Following the import
After the import is completed, we will be taken back to the Import Status page. On this page we will see the following:
- Name: This is the name of the import that was added in the Import Details.
- Date: This is the date that the import was performed.
- Processed: This is the number of records processed by the import.
- Added: This is the number of new contacts added. If a contact already existed in the CRM prior to this import, it will not be included in this value.
- Errors: This represents the number of records in the CSV that resulted in an error and therefore could not be processed. Select Actions > Download Errors to receive a new file that provides insight into which records resulted in errors.
You can also select Actions > Download Original to download a version of the CSV file used for the import.