How to add contacts into HubSpot

Last updated: April 11, 2017

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Professional

HubSpot’s contacts database draws details from every touchpoint between your leads and your brand, and organizes them all for you in one place. Your contact database is the heart of your marketing efforts. This article will help you add your existing contacts into HubSpot so you can begin nurturing your leads further down the inbound marketing funnel.

There are two ways you can add contacts into HubSpot:

Follow the instructions below to begin adding your contacts into your HubSpot contacts database.

Manually add an individual contact

1. Navigate to Contacts

In your HubSpot Marketing Basic, Professional, or Enterprise account, navigate to Contacts > All Contacts.

In your HubSpot Sales or HubSpot Marketing Free or Starter account, navigate to Contacts

2. Add new contact

At the top-right, click Add contact.

Add your contact

HubSpot Academy

Best practices

Your contact database is the nerve center of all of your inbound communication efforts; it informs and guides how you engage with your currrent contacts and all of your future prospects, as well. Every tool in HubSpot communicates with Contacts, storing details and context about each prospect in one central location, the contact record. 

Learn more from Academy on why this is important to you, as a marketer.

Read more

A dialog box will appear with several fields for you to fill out with information on your individual contact. 

All that is required to create a contact in HubSpot is an email address, but this box will also show any default properties that have been set for your team, as well as any user-specific selected properties that appear in the About section of a contact record. For information about setting these properties, check out this article.

Please note: only Email, First Name, and Last Name will appear in this dialog box initially. Enter a value for one of these properties and your other default properties will appear here. 

Once you fill out the required email address and any other known properties, click Create contact to add thew new recordt to your contacts database. You'll be able to add more information to the record at any time by clicking View all properties within the About section.

View your contact

You've successfully created a new contact record. From the Contacts Dashboard you can click on a contact's name to view the individual contact record. 

Import a list of contacts

Importing your existing contacts will not only provide your marketing team with a database of all of your existing contacts, but also equip your sales team with unique lead intelligence, as well as help you automate the process of driving contacts further along the sales cycle. This action will result in a faster ROI from HubSpot than if you were to delay importing your contacts.

You will be able to choose what lifecycle stage you want these contacts to be when you import them and this will allow you to further segment your leads later on and have all your contacts in one place for everyone at your company.

The file you are importing must be in the .csv file format and it must contain header rows to describe the property you are importing data into (First Name, Last Name, Email, etc.). Unless you are using the HubSpot CRM, only contacts with an email address can be imported, so be sure to include Email as one of the column headers.

To avoid issues while importing CSV files into HubSpot, please ensure that your CSV file is saved in Unicode (UTF-8) encoding.

1. Navigate to All Contacts

In your HubSpot Marketing BasicProfessional, or Enterprise account, navigate to Contacts > All Contacts.

In your HubSpot Sales or Marketing Free or Starter account, navigate to Contacts

2. Import

Click the Actions dropdown and select Import contacts.

3. Import contacts

Now you're in the Imports Dashboard. From here, click Start a new import

4. Choose import type

You'll be prompted to choose an import type:

  • A .csv file: this allows you to upload a list of existing contacts in a .csv spreadsheet.
  • Salesforce records: this allows you to import data directly from your Salesforce account. 
  • An opt-out list: this allows you to upload a .csv file of contacts who are disqualified from receiving email from you because they have opted out. 

We're going to walk through how to import a spreadsheet of your contacts, so choose A .csv file here. On the next screen, choose Contacts

5. Choose your .csv file

Click Select a file to upload the .csv file you wish to import. Alternatively, you can drag a file into the dotted box to upload your file. You'll want to set up your .csv file to include columns for each of the properties you'd like to import. During the import process, you'll map these columns to existing properties in the CRM or create new ones. For a sample Contacts .csv file, click here.

Once the file is selected, click Upload.

6. Basic or Advanced import

On the next screen, you can set the details of your import. By default, the import name field will be populated with the name of your .csv file, but you can customize this if you'd like. If you're importing from the CRM, you can also choose to import your contacts without email addresses, but keep in mind that HubSpot deduplicates contacts based on email and this can lead to duplicate records in the future.

Click on Advanced settings to see more options:

  1. Import type for this file - choose between importing a list of Contacts you can market to, or an Opt out list for contacts that should not be emailed
  2. Also add contacts to this list (optional for Marketing users) - choose an existing static list, and the contacts you are importing will be added that existing list
  3. Lifecycle stage for new contacts - choose the Lifecycle Stage you wish to import your contacts with. In the Basic Import, contacts are automatically set as Subscriber. Note that the Lifecycle Stage property is not designed to go backwards; for example, a contact who is already marked as a Customer cannot be set back to a Lead. If your import contains contacts in various stages of the sales cycle, it is safest to import them as Subscribers and then segment accordingly.
  4. Default format for date properties - for any date-type properties your are importing, choose the format of the date you are importing so that data is correctly stored in HubSpot
  5. Email opt-in status for new contacts - here you can say whether or not these contacts have opted in to your marketing emails. This is an option when double opt-in is turned on.

Once you've set up your import details, click Next, map your properties.  

7. Map your properties

HubSpot will automatically match the columns in your .csv file to contact properties that currently exist in the CRM. You can choose not to import a column by unchecking the corresponding box to the left. You can also change which property the column is mapped to by selecting a different HubSpot property from the dropdown. 

If any columns do not match an existing property, they will appear in the Columns without matches section. Click on the dropdown and choose an existing property or click Create new property to set up a new property to which this column will be mapped. 

Once you've mapped the columns of your spreadsheet to properties in HubSpot, click Next, confirm additional options

8. Confirm your list validity

The final step in importing a list is to confirm that your list is valid to respect the privacy of the contacts and to make sure you're not importing a list of people that don't have a current relationship with your business. Simply select the appropriate answers, type your initials in the box, and click Finish Import.

Importing purchased lists is against our Acceptable Use policy.

b

Advanced info

Any existing contacts will be deduplicated by email address, while all other included fields will overwrite existing data. If you do not import to a field, the existing data for that contact will not be touched.
Read more

You'll then be redirected to the Import status screen where you can see the status of your import. You'll also receive an email when your list has finished importing into HubSpot. Repeat this process for as many different .csv files as needed until you're happy with the contacts in your HubSpot contact database. 

Was this article helpful?

Previous article:

Next article: