How To Import Contacts in HubSpot
In this demo, you will learn how to import contacts in Hubspot from your device.
- Click on Contacts on your dashboard.
- Select Contacts from the drop-down menu to access the relevant section for contacts, companies, deals, or tickets within your HubSpot account.
- Then, locate and select the Import option located in the upper right corner.
- On the import or sync data page, select Start an import.
- Pick Import file from computer option to upload your records (or select one of the other options). Make sure the file is in csv, xls, or xlxs format. Hit Next.
- Depending on how many files you need to import, select the appropriate option and hit Next.
- Similarly, select the apt option basis the number of objects you wish to import. These will be used to organize your data. Hit Next again.
- Select the Objects you want to import, and their corresponding Activities, before hitting Next again to proceed.
- Pick the record file to upload from your device and specify other relevant information on the page. Hit Next to proceed.
- Map out your contact properties and click on Next.
- Once everything looks fine, click the I agree checkbox and hit Finish import to wrap it all up.
Note: Prior to starting, ensure your file for import is properly prepared. For example,
- It should contain a header row, with each column labeled to correspond with a HubSpot contact property, whether it's a default or a custom property.
- Make sure to align the column headers in your file with the properties you wish to populate in HubSpot.
- Also, the steps to each import method will differ, so proceed by adhering to the guided steps to successfully complete the importation of your records into HubSpot.
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