Why should I segment my leads and customers before importing them into HubSpot?
Pre-segmenting your existing contacts into separate lists and including columns for shared contact properties will not only ensure that you start out with an organized contact database, but also give you additional flexibility when segmenting lists in the future.
Gather contacts in a CSV spreadsheet to import
Using a spreadsheet program like Microsoft Excel or Apache OpenOffice, create a spreadsheet of the leads that you would like to import into HubSpot. The top row of the spreadsheet should be used for column headers that will correspond to contact properties in your HubSpot account. You can download this sample spreadsheet of leads for an example of how to format it.
Adding additional contact properties for future flexibility
Importing a list into HubSpot automatically creates a static list of those contacts grouped together. But what makes these contacts related other than the fact they are on the same spreadsheet?
By adding additional columns to your CSV with contact properties, such as Persona, you will be able to easily include them on dynamic smart lists that you create in the future. The more information you include on import, the more ways you can group these contacts in HubSpot. So before you import the list, take a moment and see if there are any shared contact properties that you can add to your CSV to increase your future segmentation possibilities.
After you have finished creating a spreadsheet of leads, save this spreadsheet as a CSV (comma separated values) file. To do this in Excel, just go to File > Save As and choose .CSV from the file type drop-down menu.