Contacts

Import contacts, companies, deals, tickets, or products

Last updated: May 16, 2019

You can import contacts, companies, deals, tickets, or product information into HubSpot using a file from your computer. You can also import notes to be associated to records. Learn how to also import contacts through the HubSpot mobile app.

Please note: in order to comply with Google's OAuth app requirements, the ability to import contacts directly from Gmail was removed on May 1, 2019. You can use Import2 to import contacts from Gmail into HubSpot.

Prepare your import file

  • Learn how to set up your import file. Include a header row in your file and match each column's header with a property. You can include values for any of the default HubSpot properties or custom properties.

contacts-import-example-csv.png

Please note: users who are assigned a record through import will not receive a notification that they were assigned a new object.

  • If you don't want to overwrite an existing value for a property, you can either include the current value in the relevant column or leave the cell blank. HubSpot will not overwrite a property value unless there is a new value present in the file.
  • If you want to clear a property value, you can do so using a workflow (Professional and Enterprise users only).
Please note: when the import file has duplicate contacts, HubSpot will import the information in any one of the duplicate rows to the contact record. To ensure accurate information is added to your records, ensure that there are no rows with duplicate email addresses in your import file.

Import file

Import one file with one object type

This applies if your CSV file contains only one object type (e.g., the CSV file contains only contacts).

  • Click Start an import.
  • Select File from computer, then click Next.
  • Select One file, and click Next.
  • Select One object, and click Next.
  • On the Map properties screen, HubSpot will automatically match the columns in your file to your selected object type's properties. You'll see a preview of the property values from your spreadsheet in the Preview Information column.
  • If any columns do not match an existing property, click the corresponding dropdown menu:
    • Select an existing property to map the column to.
    • Click Create a new property to set up a new custom property in the right pane.
    • Select Don't import column to skip importing this column from your spreadsheet. You can also select the Don't import data in unmatched columns checkbox to skip any columns without a match.
  • After you've mapped all of the columns from your file, click Next.
  • On the details screen, enter an Import name.
    • If you're importing a file with only contacts, select the Create a list of contacts from this import checkbox to automatically create a list when the contacts are imported.
    • If you're importing a file with a date property, use the Date format dropdown menu to confirm how the date values in your spreadsheet are formatted.
    • If you've turned on General Data Protection Regulation (GDPR) functionality in your account, use the Set the legal basis for processing a contact's data dropdown menu to select a lawful basis of processing.
  • Once you've set the options for your import, click Finish import in the bottom right.

Import one file with multiple object types

This applies if your CSV file contains more than one type of objects (e.g., the CSV file contains contacts, deals and notes). You can choose to import notes along with each object as well.

  • Click Start an import.
  • Select File from computer, then in the bottom right, click Next.
  • Select One file, and click Next.
  • Select Multiple objects, and click Next.
  • Select the types of objects in your import file. Then, click Next.
  • On the Map properties screen, HubSpot will automatically match the columns in your file to properties in your selected objects. You'll see a preview of the property values from your spreadsheet in the Preview Information column.
  • If any columns do not match an existing property, click the corresponding dropdown menu:
    • Select the object and then, select one of its existing properties to map the column to.
    • Select the object and click Create a new property to set up a new custom property in the right pane.
    • Select Don't import column to skip importing this column from your spreadsheet. You can also select the Don't import data in unmatched columns checkbox to skip any columns without a match.
  • After you've mapped all of the columns from your file, click Next.
  • On the details screen, enter an Import name.
  • Once you've set the options for your import, click Finish import in the bottom right.

Import two files for association

This applies when you have two files, each containing its own object type. Learn how to import and associate records.

 

Import status

After the import begins, you'll be taken back to the imports dashboard. Here, you'll see the following:

import-status

  • Name: the name of the import that was added in the Import Details.
  • New: 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.
  • Updated: the number of records updated by the import.
  • Error count: the number of records in your import that resulted in an error and could not be processed. Click More > Download errors to see a detailed list of errors.
  • Source: the type of import selected.
  • User: the name of the user in your account who imported the file.
  • Created: the date the import was completed.

Post-import actions

If you want a list of your recently imported contacts, you can create a list from the imports dashboard:

  • Hover over the name of the contact import. Click the More dropdown menu and select New list to open the list builder.

import-more-new-list

  • Click the pencil icon edit in the top-left corner and give your list a name.
  • Click the AND or OR to add more criteria to your list.
  • When you are done, click Save.

You can also use the Import filter to segment your contacts, companies, and deals:

  • In your HubSpot account, navigate to your contacts, companies, or deals.
  • Click + Add filter.
  • Search for and select the Import radio button.
  • Select the radio button next to the filter criteria is any of, is none of, is known, or is unknown. The click the dropdown menu and select the import file you want to segment by. segment-by-imports
  • Click Apply filter, then click Save.

If you want to view your original import file, click More > Download original file.

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