Contacts

Set up your import file

Last updated: December 7, 2018

free

In order to import contacts, companies, deals, tickets, or products into HubSpot, you'll need to have your import data stored in a file on your computer.

During the import process, you'll have the option to map the columns of your file to properties in HubSpot. Below are examples of what your files should look like for contacts, companies, deals, tickets, and products:

You can include most properties in your spreadsheet when importing a file into HubSpot. You can also set up a single import file for notes when you are importing and associating two separate files. These are recommended and required fields for each object listed below:

Contacts

  • First Name (recommended; separate column from Last name)
  • Last Name (recommended; separate column from First name)
  • Email (required for deduplication)

Companies 

  • Company domain name (required for deduplication) 

Deals 

  • Deal name

Tickets 

  • Ticket name
  • Ticket status

Products

  • Name

Notes

  • Activity date
  • Note body

Import considerations

  • If your spreadsheet has a column that does not have a corresponding property in HubSpot, you will be prompted to create a custom property for it. 
import-columns-without-matches
  • Companies can be automatically associated with contacts based on the company domain name and email address of contacts.
  • Other record types can also be associated through an import.
  • Contacts and companies will be deduplicated based on email address and company domain name, respectively. Rather than creating a duplicate record, HubSpot will update the existing record with the data from the imported spreadsheet.
  • Contacts, companies, deals, and tickets can each be deduplicated based on object ID. This is a unique ID number included in the first column of each export from HubSpot. 

Please note: that Excel does not always properly save special characters when a CSV file type is in use. You can import your list into Google Docs to resolve this.

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