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:
- Contacts sample spreadsheet [download]
- Companies sample spreadsheet [download]
- Deals sample spreadsheet [download]
- Tickets sample spreadsheet [download]
- Products sample spreadsheet [download]
You can include most properties in your spreadsheet when importing a file into HubSpot. There are some specific recommended and required fields for each import type listed below:
- First Name (recommended; separate column from Last name)
- Last Name (recommended; separate column from First name)
- Email (required for deduplication)
- Company domain name (required for deduplication)
- Deal name
- Ticket name
- Ticket status
- It is not possible to import more than one record type with a single file. You must perform a separate import for each record type: contacts, companies, deals, tickets, and products.
- This can be done by importing the same spreadsheet multiple times and adding/removing columns as needed.
- Alternatively, you can create separate spreadsheets for each record type (one for contacts, one for companies, one for deals, etc).
- 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.
- To import notes or activity data, you can bring them in as a custom property.
- For example, you can create a custom Notes property, add Notes as a column in your CSV file, and then run the import.
- Custom properties will appear on the object record, not as separate engagements or activities on the timeline.
- Companies can be automatically associated with contacts based on the company domain name and email address of contacts.
- For example, a contact with the email address firstname.lastname@example.org will automatically be associated with the company record HubSpot, since that company record's domain name is hubspot.com.
- This automatic association will only occur if you have the Automatically create and associate companies with contacts setting enabled.
- 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.