Sample import files
Last updated: December 3, 2024
Available with any of the following subscriptions, except where noted:
All products and plans
|
The following files include the required column headers for each object or activity, as well as possible additional headers. You can add your own column headers to update or create any additional properties that are important to maintain your organization’s HubSpot database.
You should also review the other file and property formatting requirements prior to importing your file.
Generate an example file
You can generate and download a sample file based on the objects you've selected during the import process. Example files include only the properties required to create new records, but you can add more columns as needed to import additional data.
One object or activity sample files
The following sample files are for single object or activity imports without associations. If the object or activity you're importing isn't listed, you can generate your own example file.
- Contacts sample spreadsheet: XLSX or CSV
- Companies sample spreadsheet: XLSX or CSV
- Deals sample spreadsheet: XLSX or CSV
- Tickets sample spreadsheet: XLSX or CSV
- Products sample spreadsheet: XLSX or CSV
- Tasks sample spreadsheet: XLSX or CSV
- Calls sample spreadsheet: XLSX or CSV
Once your file is ready, learn how to import one object or activity into HubSpot.
Please note: products can only be imported in a single object import. You can associate an existing product to a line item, or manually associate a product to a deal or quote.
Same object association sample files
The following example files include the required fields to create new records and associate them with existing records of the same object.
If the object you're importing isn't listed, include the object's required properties and a unique identifier for each record, the identifier being required to create the association. You can review the requirements for same object association imports in this article.
Multiple object sample files
You can import multiple objects in a single file or two objects in two files.
Single file
To import and associate multiple objects/activities in one file, include the records/activities you want to associate within the same row of your file. These sample files represent common use cases, but you can mix and match objects or activities by replacing the column headers.
If the objects or activities you're importing aren't listed, you can generate your own example file.
- Contacts and companies sample spreadsheet: XLSX or CSV.
- Contacts and companies with association labels sample spreadsheet: XLXS or CSV
- Contacts and tickets sample spreadsheet: XLSX or CSV
- Companies and deals sample spreadsheet: XLSX or CSV
- Companies and notes sample spreadsheet: XLSX or CSV
- Companies, deals, and notes sample spreadsheet: XLSX or CSV
- Deals and new line items sample spreadsheet (with associated products) : XLSX or CSV. When importing in one file, you can only import one line item per deal.
- Calls and contacts sample spreadsheet: CSV
- Notes and tickets sample spreadsheet: CSV
- Tasks and existing deals sample spreadsheet: CSV
- Emails and existing contacts sample spreadsheet: CSV
Once your file is ready, learn how to import and associate multiple objects or activities into HubSpot.
Two files
When importing and associating in two files, each file represents one object or activity. You can only import two objects or one object and one activity in a two file import. To import more than two objects/activities, you can import in one file.
To identify which records should be associated across the files, include a common column in both. One of your files should have a unique value for each row in this column. In the other file, use those values to indicate which record each row should be associated with. For example, a common use case is to import and associate contacts and companies. In the following sample files, Company Name is the common column:
In the company file, there is a unique value for each row in the Company name column. In each row of the contacts file, the values in the Company name column match the company that the contact will be associated with. You can use these files when importing contacts and companies, or mix and match other objects, as long as you include a common column.
The following are additional examples. If the objects you're importing aren't listed below, you can generate your own example files.
- Deals and companies with association labels in two files: in these sample files, Company name is the unique key for the Company object.
- Deals and new line items in two files: in these sample files, Deal name is the unique key for the Deal object. When importing in two files, you can import multiple line items per deal.
- Calls and contacts in two files: in these files, Email is the common column and unique key for contacts.
Once your files are ready, learn how to import and associate multiple objects or activities into HubSpot.
