Overview of imports

Use import tools to create and update records and activities in bulk using spreadsheet files. Depending on where you are in the import process, review what you need to get started, format your file, select your import method, or review and manage your import.

Before you get started

• Understand import terminology and processes.

Prepare your import files

• Format your import files.
• Download sample import files.
• Generate a custom example file based on the objects you want to import.

Import your data

• Import contacts only.
• Import records for one object at a time.
• Import records for multiple objects and activities.
• Append or replace multiple checkbox properties using an import.
• Import contacts using the HubSpot mobile app. 

Review and manage an import

• Resolve import errors.
• View and analyze previous imports.
• Generate an import template from a previous file.