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View and analyze past imports

Last updated: June 22, 2022

Applies to:

All products and plans

After importing objects to HubSpot, you can view and analyze your previous imports in the imports dashboard. This can help you understand how a record was created and troubleshoot import errors. You can also delete the records of an import.

View past imports

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to Contacts > Contacts.
    • Companies: In your HubSpot account, navigate to Contacts > Companies.
    • Deals: In your HubSpot account, navigate to Sales > Deals.
    • Tickets: In your HubSpot account, navigate to Service > Tickets.
    • Custom objects: In your HubSpot account, navigate to Contacts > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
  • In the upper right, click Import.
  • In the Past imports table, you can view the following information:
    • Name: the name of the import.
    • New records: the number of new records added. If a record already existed in your database prior to the import, it will not be included in this value.
    • Updated records: the number of existing records updated by the import.
    • Error count: the number of records in your import that resulted in an error.
    • Source: the type of import selected.
    • User: the name of the user in your account who imported the file.
    • Created: the date the import was completed.

past-imports-table

  • To view records from an import, hover over the import, then click View [Records]. For multiple object imports, click the View dropdown menu, then select the object you want to view. You'll be brought to an index page view that lists all records from the import.
  • To create a list of imported contacts, click the More dropdown menu, then select Create contacts list.
  • To view the original import file, click the More dropdown menu, then select Download [Records]/original file.
  • If the import has errors, click the More dropdown menu, then select Download error file to download a file with all errors.

Please note: you can only download the original file of imports that were completed within the last six months. You can download an error file up to a year after the import was completed. 

  • To view more details about an import and its errors, click the name of the import.
    • On the Summary card, view the number of rows imported, new records created, and existing records updated. To view imported records, click View [Records]. For multiple object imports, click View imported records, then select the object you want to view.

import-summary

Save views or delete imported records

On an object index page, you can filter records based on if they were included in an import. You can save the import filters as a saved view that you can revisit. You can also delete the records that were created or updated by your import. For example, if you’ve imported all new records but made a mistake, you can delete all of the records and import again.

Please note: if you updated existing records via an import, you will not be able to reverse the changes by deleting. You would need to complete another import with the correct information or manually edit the properties.


To access a view of imported records, you can do one of the following:
  • Navigate to a view of records from an individual import on the Past imports table. To do so, hover over the import, then click View [Records]. For multiple object imports, click the View dropdown menu, then select the object you want to view. If you want to save views or delete records of all objects, you'll need to navigate to each object individually.
view-records-from-import
  • Set filters based on one or multiple imports from an index page. If you're on an object index page:
    • Above the table, click More filters.
    • In the right panel, search for and select Import.
    • Select the filter criteria, then click the dropdown menu and select the checkboxes next to the imports you want to segment by.

save-import-as-view

    • Click Apply filter, then click the X in the top right corner to exit the panel.

Once you've navigated to or set up a view of imported records:

  • To save the view:
    • In the top right, click Save view, then select Save as new.
    • In the dialog box, enter a view name, select a visibility setting, then click Save.
  • To delete the records:
    • Select the checkboxes to the left of the records you want to delete. To select all records, select the checkbox at the top left of the table. A blue banner will appear telling you how many records are selected. Click Select all [records].
    • At the top of the table, click delete Delete.

Learn more about managing saved views, editing records in bulk or deleting records.

Create a list of imported contacts

You can create a list of imported contacts from the Past imports table.

  • In your HubSpot account, navigate to Contacts > Contacts.
  • In the upper right, click Import.
  • Hover over the contact import. Click the More dropdown menu and select Create contacts list to open the list builder.

import-more-new-list

  • Click the edit pencilpencil icon in the top-left corner to edit the list's name.
  • Click the + Add filter group to add more criteria to your list.
  • When you're done, in the top right, click Save.
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