Contacts

Import and associate multiple objects

Last updated: April 19, 2021

Applies to:

All products and plans

You can import files to create, update, or associate HubSpot records in bulk. This article explains how to import and associate multiple types of records, also known as objects.

When importing multiple objects, you can create, update, or associate the following:

  • Standard CRM objects: contacts, companies, deals, tickets, and defined custom objects.
  • Notes associated with other objects.

You can also import a single object in HubSpot. If you have data in another system and want to set up a two-way sync, learn how to connect PieSync with HubSpot instead of importing.

Before you get started

Before you start an import, set up your import files and confirm you have all the required fields for your multiple object import.

To associate contacts and companies, you can also turn on the setting to automatically create and associate companies with contacts based on the contact’s email domain. If you have contacts with email domains that are different from their companies' domains, or if you're importing other objects, follow the instructions to associate your records via import.

Import multiple objects in one file

To import and associate multiple objects in one file, include the records you want to associate within the same row of your file.

Please note: when importing in one file, you must include a unique identifier to avoid duplicates and properly associate records. For example, when importing multiple contacts who work for the same company, if you include Company domain name as the company’s unique identifier, one company record will be created and the contacts will be associated with that record. However, if you don’t include Company domain name, HubSpot will create duplicate company records, and each record will be associated with only one contact. If you don't have domain names for your companies, import companies in one file, export the records, then use the Company ID as your unique identifier.


Once your file is set up correctly:
  • 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 objects in your import file. Then, click Next.

  • Click choose a file, then select your import file. If you're using the [Object] ID to deduplicate your contact, company, deal, or ticket records, select the Update existing records using “Object ID” exported from HubSpot checkbox.

upload-files-2

  • Click Next.
  • On the Map columns in your file to contact properties screen, HubSpot will automatically match the columns in your file to properties in your selected objects. You'll see a preview of the first three property values from your spreadsheet in the Preview Information column.

mapping-page-example-1

Please note: in the HubSpot Property column, each object has a corresponding icon that tells you which object's property is matched with the data in your column. In the example above, contacts Email is a contact property and companies Name is a company property.

Look for the following icons to correctly match your properties:

  • contacts Contacts
  • companies Companies
  •  deals Deals
  • ticketTickets
  • databasesNotes
  • If any columns were matched to the wrong object's properties, click the corresponding dropdown menu, click Back, then select [object] properties for the correct object.
switch-property-object-during-import
  • If any columns do not match an existing property, click the corresponding dropdown menu in the HubSpot Property column:

    • To map the column to an existing property, select an existing property.

    • To set up a new custom property, click Create a new property, then set up your new property in the right panel. The data in the column will now be mapped to this new custom property.

    • To skip importing this column, select Don't import column. To skip importing data from all unmatched columns, select the Don't import data in unmatched columns checkbox in the bottom right.

  • Once all columns are matched to a property or set to Don't import column, click Next.

  • On the details screen, enter an Import name.

    • If you're importing contacts:

You can view, analyze, and complete actions with your previous imports. Learn how to create a list, review import errors, or view and delete imported records.

Import multiple objects in two files

To import and associate multiple objects in two files, you must include a common column in both files to identify which records will be associated.

Once your files are set up correctly:

  • In your HubSpot account, navigate to contacts, companies, deals, or tickets.

  • Click Start an import.

  • Select File from computer, then click Next.

  • Select Multiple files with associations, then click Next.

  • Select the two objects or an object and notes to associate via import, then click Next.

  • For each object, click choose a file, then select your import file.

  • If you're using object IDs to identify existing records in either or both of your files, select the corresponding Update existing [object] using "[Object] ID" exported from HubSpot checkbox. If you're using email addresses or company domain names, leave these checkboxes clear.

relational-import-upload-your-files

  • Click Next.

  • Click the Common column headers found in your files dropdown menu and select the name of the common column that appears in both of your files.

  • In the Which object is [common column] the unique key for? dropdown menu, select the object that has a unique value for each row of the common column. For example, if you're importing contacts and companies and are using a unique value in each company row, select Company.

    unique-key
  •  Click Next.

  • On the Map columns in your file to [object] properties screen, HubSpot will automatically match the columns in your file to the selected objects' properties in HubSpot. 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 in the HubSpot Property column:

    • To map the column to an existing property, select an existing property.

    • To set up a new custom property, click Create a new property, then set up your new property in the right panel. The data in the column will now be mapped to this new custom property.

    • To skip importing this column, select Don't import column. To skip importing data from all unmatched columns, select the Don't import data in unmatched columns checkbox in the bottom right.

  • Click Next, then map the columns in the second spreadsheet.

  • Once all columns are mapped to a property or set to Don't import column for both files, click Next.

  • On the Details screen, enter an Import name.

  • Click Finish import.

You can view, analyze, and complete actions with your previous imports. Learn how to create a list, review import errors, or view and delete imported records.

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