How you can import to create or update records of one object type in one file

In HubSpot, you can import files to create or update records. You can import records of the objects: Contacts, Companies, Deals, and Tickets. HubSpot also lets you import and associate notes to records. 

In HubSpot, you can import records to :

  • Create or update records of one object type in one file in bulk.
  • Create or update records of multiple object types in one file in bulk.

Before you start the import, make sure all the required fields for the import type are there.

Import to create or update records of one object type in one file

If you want to import to create or update records of one object type in one file, make sure the file contains only one object type. For example, the file contains only contacts.

To import records of one object type in one file

Import records of one object type in one file
  • Go to contacts, companies, deals, or tickets dashboard in your HubSpot account.
  • Click Import from the upper right.
  • Click Start an import.
  • Select File from computer, click Next.
  • Select One file, click Next.
  • Select One object, click Next.
  • Select the object type you would like to import.
  • Click Choose a file. Select your import file.
    Select the checkbox if you're using the ObjectID to duplicate the object.
  • Click Next.
  • On Map columns in your file to contact properties window: 
    HubSpot will match the columns in your file to your selected object type's properties based on the header and the property name. in the Preview Information column, you can see a preview of the property values from your spreadsheet.
  • If any of the columns don't match an existing property, click the dropdown menu. You can do any of the following:
    • If you want this column to map to an existing property, select any of the existing properties.
    • Click Create a new property if you want to match the column to a new custom property 
      A new window will be opened to set up the new custom property. The data in the column will now be mapped to this new custom property.
    • To skip importing this column from the spreadsheet, select the Don't import column.
  • Click Next.
  • On A few final details window:
    • Enter the Import name.
      •  Select the Checkbox to create a list of contacts from this import.
      • Select the checkbox to declare that the imported contacts are expecting to hear from your organization and wasn't purchased, rented, appended, or provided by a third party.
  • Click Finish Import.

You can view and analyze your imported contact list in the import dashboard.

To view and analyze imported contacts

View and analyze the imported contact list in the import dashboard
  • Go to contacts, companies, deals, or tickets dashboard in your HubSpot account.
  • Click Import from the upper right.
  • Go to the panel Past imports.
  • Hover over the list you imported.
Click drop-down More. There you can:
  • View contacts list
  • Create contacts list
  • Download contacts file.

Import to create or update records of multiple object types in one file

If you want to create or update records of different object types in one file in bulk, follow the below steps. 

To import records of multiple object type in one file:

Import records of multiple object type in one file
  • Go to contacts, companies, deals, or tickets dashboard in your HubSpot account.
  • Click Import from the upper right.
  • Click Start an import.
  • Select File from computer, click Next.
  • Select One file, click Next.
  • Select Multiple object, click Next.
  • Select the multiple object type you would like to import.
  • Click Choose a file. Select your import file.
    Select the checkbox if you're using the ObjectID to duplicate the object.
  • Click Next.
  • On Map columns in your file to contact properties window:

      HubSpot will match the columns in your file to your selected object type's properties based on the header and the property name. in the Preview Information column, you can see a preview of the property values from your spreadsheet.

      If any of the columns doesn't match an existing property, click the dropdown menu. You can do any of the following:
      • If you want this column to map to an existing property, select any of the existing properties.
      • Click Create a new property if you want to match the column to a new custom property 
        A new window will be opened to set up the new custom property. The data in the column will now be mapped to this new custom property.
      • Select Don't import column if you don't want to import this column.
      • If you don't want to import any columns without a matching property, select the Don't import data in unmatched columns checkbox.
    • Enter the Import name.
      •  Select the Checkbox to create a list of contacts from this import.
      • Select the checkbox to declare that the imported contacts are expecting to hear from your organization and wasn't purchased, rented, appended, or provided by a third party.
    • Click Finish Import.

    Import separate files to create and associate records

    To import separate files to create and associate records

    Import separate files to create and associate records
    • Go to contacts, companies, deals, or tickets dashboard in your HubSpot account.
    • Click Import from the upper right.
    • Click Start an import.
    • Select File from computer, click Next.
    • Select Multiple files with associations, click Next.
    • Select any two object types, click Next.
    • Click Choose a file. Select your import files for both objects.
      Select the checkbox if you are using the ObjectID to duplicate the object.
    • Click Next.

      On Choose how to associate your data window:

      • Choose the common header column for both files you imported.

    Select Which object is (column header) the unique key for?

    The common column between your files should also be the unique key for one of your objects. This unique key is used to associate objects based on individual data but only belongs to one object.

    • On Map columns in your file to company properties window:

      HubSpot will match the columns in your file to your selected object type's properties based on the header and the property name. in the Preview Information column, you can see a preview of the property values from your spreadsheet.
      If any columns do not match an existing property, click the corresponding dropdown menu:
      • If you want this column to map to an existing property, select any of the existing properties.
      • Click Create a new property if you want to match the column to a new custom property 
        A new window will be opened to set up the new custom property. The data in the column will now be mapped to this new custom property.
      • Select Don't import column if you don't want to import this column, 
      • If you don't want to import any of the column without a matching property, select the checkbox Don't import data in unmatched columns.
    • After you've mapped all of the columns from your file, click Next.
      • Enter the Import Name.
      • Click Finish import.