Import contacts, companies, deals, tickets, products, or notes
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Import files to create or update contacts, companies, deals, tickets, or products in HubSpot. You can also import and associate notes to objects.
Please note: in order to comply with Google's OAuth app requirements, the ability to import contacts directly from Gmail was removed on May 1, 2019. You can use to import contacts from Gmail into HubSpot.
You can import objects to HubSpot in the following ways:
Please note: to import notes and associate them to an object's record, either with multiple object types or . You cannot import a single file with only notes as they have to be associated to a new or existing object.
Before you start an import, to confirm you have all the required fields for your import type.
Follow these steps when your file contains only one object type (e.g., the file contains only contacts).
Ensure that your import file is already .
In your HubSpot account, .
In the upper right, click Import.
Click Start an import.
Select File from computer, then click Next.
Select One file, then click Next.
Select One object, then click Next.
Select the object type in your import file.
Click choose a file and in the dialog box, select your import file. Select the checkbox if you're . In the bottom right, click Next.
On the Map columns in your file to contact properties screen, HubSpot will match the columns in your file to your selected object type's properties based on the header and the property name. You'll see a preview of the property values from your spreadsheet in the Preview Information column.
If any columns do not match an existing property, click the corresponding dropdown menu. You can do opt to do one of the following:
Select an existing property to map the column to.
Select Don't import column to skip importing this column from your spreadsheet.
If you're not intending to import any data in the unmatched columns, you can select the Don't import data in unmatched columns checkbox to skip these columns.
Once all columns are mapped or you've opted not to import data in the unmatched columns, click Next.
On the details screen, enter an Import name.
If you're importing a file with only contacts, select the Create a list of contacts from this import checkbox to automatically create a list when the contacts are imported.
If you're importing a file with a date property, use the Date format dropdown menu to confirm how the date values in your spreadsheet are formatted.
Once you've set the options for your import, click Finish import in the bottom right.
Follow these steps when your single file contains more than one type of object (e.g., the file contains contacts, deals and notes). Currently, you cannot import products through this method.
In the upper right, click Import.
Click Start an import.
Select File from computer, then in the bottom right, click Next.
Select One file, and click Next.
Select Multiple objects, and click Next.
Select the types of objects in your import file. Then, click Next.
Click Next.
On the Map columns in your file to contact properties screen, HubSpot will automatically match the columns in your file to properties in your selected objects. You'll see a preview of the property values from your spreadsheet in the Preview Information column.
If any columns do not match an existing property, click the corresponding dropdown menu:
If you don't want to import this column, select Don't import column.
If you don't want to import any columns without a matching property, select the Don't import data in unmatched columns checkbox.
After you've mapped all of the columns from your file, click Next.
On the details screen, enter an Import name.
If you're importing a file with a date property, use the Date format dropdown menu to confirm how the date values in your spreadsheet are formatted.
Once you've set the options for your import, click Finish import in the bottom right.
Follow these steps when you have your data in two different files and would like to associate the objects between the files.
Please note: products currently cannot be associated through imports.
Click Import.
Click Start an import.
Select File from computer, then click Next.
Select Multiple objects with associations, then click Next.
Select the two objects or an object and notes to associate via import, then click Next.
Click Next.
Specify the common column you're using in the files to associate your data:
To specify the column header for the common field in both of your spreadsheets, click the Common column headers found in your files dropdown menu.
The common column is the unique key that associates objects, but only belongs to one object. To specify which object has a unique value for the common column, click the Which object is [header] the unique key for? dropdown menu and select the object. This matters when there are many-to-one associations (e.g., many deals associated to one contact).
Click Next.
Click Next.
On the Map columns in your file to contact properties screen, HubSpot will automatically match the columns in your file to the selected objects' properties in HubSpot. You'll see a preview of the property values from your spreadsheet in the Preview Information column.
If any columns do not match an existing property, click the corresponding dropdown menu:
If you want to map the column to an existing property, select an existing property.
If you want to exclude a column from your spreadsheet from importing, select Don't import column.
If you want to skip any columns without a match, select the Don't import data in unmatched columns checkbox to skip any columns without a match.
Click Next, then map the columns in the second spreadsheet.
Once you've mapped the columns in both of your files to properties in HubSpot, click Next.
On the Details screen, enter an import name.
Click Finish import.
Click Create a new property to set up a in the right panel. The data in the column will now be mapped to this new custom property.
If you've in your account, use the Set the legal basis for processing a contact's data dropdown menu to select a .
You can .
Ensure that your import file is already .
In your HubSpot account, .
Click choose a file, then select your import file. If you're , select the Update existing records using “Object ID” exported from HubSpot checkbox.
If you want this column to map to an existing property, select which object's properties you need to match, then select a property.
If you want to match the column to a , select the object then click Create a new property. In the right panel, set up your custom property.
Please note: when importing a note, there are two fields you must include in the import file: . The values for these fields are not stored in a property, but they are included in the note engagement on the record's timeline.
If you've in your account and your import includes contact records, use the Set the legal basis for processing a contact's data dropdown menu to select a .
You can .
Ensure that your import files are , and you've included a column with the same header in both files for association.
In your HubSpot account, . If you want to import and associate notes, navigate to the object you’ll be adding notes to.
For each object type, click choose a file, then select your import file. If you're either or both of your files, select the corresponding Update existing [object] using "[Object] ID" exported from HubSpot checkbox.
If you want to set up a , click Create a new property.
Please note: if you're importing contacts or companies the Email or Company domain name property will not be mapped. It is not required that you import the column you've used as the unique identifier for your records.
If you've in your account and you're importing contacts, use the Set the legal basis for processing a contact's data dropdown menu to select a .
You can .
