Submitted By: Deepti Sharma
With the import tooling HubSpot you can create records or update your CRM in bulk.
These imported files are spreadsheets of the data that contain records of your business processes.
Before importing the data, learn the important terms and requirements for import files.
CRM Objects: CRM Objects are a dataset such as Contacts, Companies, Deals and Tickets, that you will be importing in your HubSpot account.
Record: an individual instance of an object. E.g., “Divya verma” is a contact record.
Property: Property is equal to information. It is a field created to store information about the records. While importing, properties should match up with your file’s column headers.
Unique identifier: a property value that HubSpot uses to recognize each record as one of a kind. An
- Email is a unique identifier for a contact record.
- Domain name a unique identifier for a company record.
- [Object] ID is a unique property value given to each record by HubSpot.
Map Columns: When you will be importing your files into your HubSpot account, you will be prompt to match the header fields of your file to the HubSpot properties.
Requirements
Files you are going to import should:
- Be a .csv, .xls, or .xlsx file.
- Have only one sheet.
- should have less rows than 250,000 and less columns than 1,000.
- Be smaller than 150MB.
- Include a header row in which each column header corresponds to a property in HubSpot.
Import One Object
Import files with one object (Contacts/Companies/Deals/Tickets) to create and update HubSpot records in bulk.
- Navigate to your records (Contacts/Companies/Deals/Tickets)
- Click Import In the upper right.
- 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 in your import file.
- Click choose a file.
- Select file from your computer.
Import Multiple Object
- Navigate to your records (Contacts/Companies/Deals/Tickets)
- Click Import In the upper right.
- Click Start an import.
- Select File from computer, then click Next.
- Select One file, then click Next.
- Select Multiple object, then click Next.
- Select the Multiple object in your import file.
- Click choose a file.
- Select file from your computer.