Import Adobe Acrobat Sign agreements data

After connecting the Adobe Acrobat Sign integration, import existing Adobe Acrobat Sign agreements into HubSpot. Importing agreements lets you associate signed and in-progress agreements with your CRM records so you can view agreement information alongside your customer data and keep your records up to date. For example, if you have agreements that were created in Adobe Acrobat Sign before connecting the integration, you can import them into HubSpot for easier tracking and management. 

Before you get started

Before you start importing Adobe Acrobat Sign agreements, please note the following: 

• You must connect HubSpot and Adobe Acrobat Sign. 

Import Adobe agreements

To import existing agreements from Adobe Acrobat Sign: 

1. In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
2. In the upper right, click Add contacts > Import.
3. Click Import data.
4. Select Objects from an app.
5. Select Adobe Acrobat Sign records. Then click Next. 
6. Select Agreements, then click Next.
7. On the Confirm screen, review the number of agreements you're importing into HubSpot. 
8. To filter for specific agreements, click Add filter.
9. In the right panel, click the Select a filter dropdown menu and select a filter. 
10. Select the property operators. 
11. Click Apply filter. 
12. Click Begin import.

You'll be redirected back to the Imports screen. When your import is complete, it'll appear in the import table.