The file you are importing must be in the .csv file format and it must contain header rows to describe the property into which you are importing data (Deal Name, Pipeline, Amount, etc.).Use this sample deal import as you're building your own deals import.
Note: There are no deduplication fields on deals at this time. This means that the CRM is not able to check for duplicates when a new list of deals is being imported. In addition, information cannot be imported into your deals database as a way to edit existing deals.
Once you have your .csv file set up and ready to go, follow the steps below to import a list of deals:
- In your HubSpot Sales account, navigate to Deals.
- Click the Actions dropdown and select Import Deals.
- Click Start a new import.
- On the What would you like to import? screen, choose A .csv file.
- Select the Deals tile to initiate a deals import.
- Choose the .csv file you wish to import by either clicking Select a file or by dragging the file into the window.
- Click Upload.
- On the Import details page, name your file, then click Next, map your properties.
- On the Map columns screen, you'll see the column headers from your .csv file matched up to HubSpot deal properties. HubSpot tries to match the column headers based on name of the property, so if a match is not found for a column of data you wish to import, you can select an existing property from the dropdown menu. If it's a property that doesn't yet exist in HubSpot, you can create it as a new property. Please note that HubSpot will import data for any properties that are checked.
- Be sure to map a column for Deal Stage. If you are using multiple pipelines in the CRM, you will also need to map a column in your file for the Pipeline property.
- Click Finish import.
Note: Our deal import does not yet allow you to associate contacts or companies with a deal in the import process. Importing deals must be done separately and they must be associated with contacts or companies manually.