If any columns in your CSV file do not match an existing property, you can take one of the following steps via the dropdown menu in the “HubSpot Property” column: For instance, if your CSV file has columns for First Name, Last Name, Email, and Phone Number, HubSpot will map the data in each of these columns to the corresponding properties of your HubSpot Contacts. HubSpot will automatically match column headers in your CSV file to HubSpot properties as long as the two are identical (or slight variations of each other like “Associated company” and “Company name”). Assuming you organized your data in line with HubSpot properties, this step should be a breeze. In this step, you need to map the data you’re importing over HubSpot’s Contact properties. Map the columns in your CSV to HubSpot properties. Once you’ve uploaded your CSV file, click the “Next” button. If the data you’re importing was created in this way, you may check this box if you want to override the data in your HubSpot with the new data you’re importing.) (Note that you should not check the “Update existing Contacts using ‘Contact ID’ exported from HubSpot” box unless the data you’re importing was created by exporting your Contacts from HubSpot. Upload your file using one of the options HubSpot provides (dragging and dropping or choosing a file from your computer). Then, since we’re focusing on Contacts, select the “Contacts” option, then, you guessed it, click the “Next” button. Select the “One object” option, then click the “Next” button. For this example, let’s focus on importing one object: Contacts. Now, you can select the type and number of HubSpot objects you want to import. Select the “One file” option, then click the “Next” button once more. In the “Import” box, click the “Start an import” button, select the “Files from computer” option, then click the “Next” button. Choose your import type and the HubSpot object(s) you want to import. To prevent headaches down the line, match each column header with either a default HubSpot object property or a custom object property you’ve already created in your HubSpot.Ģ. In a spreadsheet tool like Excel or Google Sheets, ensure that each type of information has its own column - all first names in one column, all email addresses in another, and so forth. Organize your data in line with HubSpot properties. Prepare your data for import into HubSpotīefore you import your data, you’ll need to organize it outside HubSpot. Automate this work using an alternative solution that eliminates the need for manual data imports and exports.Import data for multiple associated HubSpot objects.Prepare your data for import into HubSpot.This step-by-step tutorial will walk you through two common ways to get your data into HubSpot via a CSV import. Of course, before you can actually start driving value with HubSpot, you must import your data into the platform by performing a HubSpot import (or, more likely, multiple HubSpot imports). HubSpot not only facilitates marketing automation, but helps you manage the full lifecycle of every customer - all within a centralized set of HubSpot dashboards. Fortunately, a powerful CRM solution removes much of the heavy lifting from these processes.Ī CRM solution like HubSpot increases visibility and efficiency for sales and marketing teams, boosting sales while improving customer retention and pipeline forecasting. In order to do so, they need to understand their customers and forge strong relationships with them. Successful businesses need to know how to pivot in response to their customers’ dynamic needs.
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