How To Import Contacts To Hubspot

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HubSpot is a popularly used platform for marketing, sales, and service purposes, helping companies draw in visitors, convert leads, and close sales. One of the most common actions in HubSpot is importing contacts, which can appear overwhelming when dealing with a large list. However, we have put together a comprehensive guide to help you efficiently and quickly accomplish this task. We will take you through each step of the process, so you can import your contacts into HubSpot and take advantage of all the robust features this tool offers.

Preparing Your File for Import

Before you can import your contacts into HubSpot, you need to prepare your file. Here are the steps to do that:

  1. Your file should be in CSV format. Excel files (.xls or .xlsx) will not work. If your file is not in CSV format, you can easily convert it by opening it in Excel, clicking on ‘File’ -> ‘Save As’, and choosing the CSV format.
  2. The first row of your file should contain the header fields (like First Name, Last Name, Email, etc.). These will map to the contact properties in HubSpot.
  3. Each subsequent row in your file should represent a single contact. Make sure each of these rows contains values for each of the header fields.

Importing Your Contacts to HubSpot

Once your file is ready, you can proceed to import your contacts into HubSpot. Follow these steps:

  1. Log in to your HubSpot account.
  2. Click on ‘Contacts’ in the main navigation menu.
  3. On the Contacts page, click on the ‘Actions‘ button, then select ‘Import‘.

At this point, you’ll be prompted to select the file you want to import. Click on ‘Start an import‘, then select ‘File from computer‘ and click ‘Next’.

Now, select your file and confirm the CSV format. Afterwards, you’ll be asked to map your columns to the HubSpot properties. Try to match each column in your file to the corresponding HubSpot property. If there’s no suitable property, you can create a new one by clicking on ‘Create a new property‘.

Once you’re done mapping, click ‘Finish import‘. Depending on the size of your file, the import process may take a few minutes. You can monitor the progress of the import on the Imports page.

The Final Step

Once your import is complete, you’ll see a summary of the import on the Imports page. Click ‘View import‘ to see details of the import. If there were any issues with the import, you’ll see them listed here. You can download a CSV file of the failed records to see what went wrong.

That’s it! You’ve successfully imported your contacts into HubSpot. Now, you can start leveraging the power of this tool to grow your business. Remember, the key to a successful import is careful preparation of your file. With a well-prepared file, importing your contacts into HubSpot is a breeze.