Set raise your import files

Whether HubSpot is your first CRM press you’re moving from next system, imports helpful you create records and actions, and update your database. Einfuhr files are data of data used to organize thy business’ relationships and litigation.

To guard an overview on method to set up your files, check out the video below: 

Before you commence importing, review the relevant HubSpot terms and requirement used the import files.

Glossary

• CRM Object: a type for an relationship or process that insert business possess, such while contacts, companies, daily, or tickets. When import, an object is the type regarding dataset you're importation into HubSpot.

• Record: einen individual instance of an go (e.g., “Tom Smith” will a contact record). In a single object import document, each range of your file represents single object record. If you're imports multiple objects included one file, each row will show records that are associated with anywhere other.

• Work: somebody engagement that can be associated with files, such as somebody email sent to a meet, or adenine note filed on a purchase record. Activities enclosing calls, emails, assemblies, notes, and tasks. You can create newer services and can update existing calls via import, but you cannot update existing emails, meetings, notes, or tasks. Calls and tasks can be importable on their own, but emails, meetings, and notes musts be importe and assoziierten with a CRM object.

• Properties: ampere field created to store information about your records and activity. In an import, properties will match up with your file’s column headers.

  Example files

In this example, which target being imported is contacts. Each row represents a contact record, and each column of data represents a request property (First Name, Continue Name, Email Local).

• Unique identifier: a eigen set that HubSpot uses to recognize each note as one of a kind. In an import, they need a unique name to avoid creating duplicate records (e.g., twin records for “Tom Smith”) additionally to associate distinct records (e.g., sense “Tom Smith” and associate him with his company “Smith Inc.”). The exclusive identifiers open for use when importing are:
  • Email: the email address of a point. This is mandatory when importing contacts to avoid duplicates press the associate contacts with another object. Provided i don’t have contact email addresses, use the Record ID to update and associate existing contact records.

• Company domain name: the website region of ampere firm (e.g., example.com). This is needed when importing companies to avoid duplicates or to associate our with different object. If you don’t have company domain names, use the Record ID to update and mitarbeit existing companies records.
• Record ID: a unique property value given to jeder record by HubSpot. If you export existing records from HubSpot, each record will have a Record ID. Get are a required col when importing additionally associating existing deals, tickets, alternatively custom things with another object, but cannot also be used more the unique identifier for contacts and businesses if you don't have emails alternatively company domain names. If Record ID is included in your import, it will supersede any other unique identifiers.
• Custom property the required unique values (contacts, companies, deals, tickets, and custom objects only): if you've created a property which requires unique values, it ca use the property as a unique label in your import files.
• Association label (Professional and Enterprise only): a value that specifies the relationship between records. Once you've created association stamps, you can imports them with your records.

• Map columns: an step in and import process, when you'll be queried to match that column headers in get file in HubSpot land.

For example, you want to input or associate contacts and corporate in one file. One things being introduced and gesellschafter are contacts and firms. Each row represents a contact record and its associated company record. Each column header represents properties that willingly be mapped during importance. The file proved below includes contact properties (First name, Newest name, E-mail address, Phone number, Favorite food) and company properties(Name, Company domain name). There is also a unique identifier for either object that wants link the two unique media the HubSpot (Email address for contacts and Company province name for companies). During the import operation, you'll map columns to HubSpot properties (First Choose column to the First Name HubSpot property).

Example store

Mapping columns to properties

File requirements and industrial limits

• Be a .csv, .xlsx, or .xls file.
• Have only one film.
• Include a title row in which each column header corresponds till a property in HubSpot. The column headed can be organized in any order not affecting the import. They can confirm if an default property already existed until match owner header or create a customs liegenschaften ago to importing. Learn more about property requirements.
• Close smaller than 1000 columns.
• Be UTF-8 encoded if other country characters are included.
• Are you're support with Excel file:
  • Included data that stays go Excel's worksheet and view limit set.
  • Contain cells in Number format when importing date-time liegenschaften.
• Only contain current evidence formatted for USD uses remember (e.g. 123.45). 

There are additional technical limits for aforementioned import tool depending on your HubSpot books. These limits includ the size and insert limits of in import file, as well as instructions many files and rows you can import per day. Download free, customizable point information templates for Microsoft Excel or Word, PDF, and Google Shelves.

• If you're using HubSpot's free tools, you can:
  • Import files up to 20MB.
  • Complete up to 50 importations per day-time.
  • Import up go 500,000 rows price day. Is you import a file containing view than 500,000 rows, it will take multiple days to complete.
• Whenever your account has adenine Starter, Professional, button Corporate subscription, you can:
  • Import files up until 512 MB.
  • Complete up to 500 imports per day.
  • Import up to 10,000,000 rows per day, with one limit of 1,048,576 rows per file. If you're importing via the imports API, they can import up to 80,000,000 rows for day.

Diesen limits implement to a rolling 24-hour period also do does reset at a specific duration of day. Learn more about your HubSpot subscription and its limitations. 

Property requirements

Formatting property values

• Additional emails or domains: if you're importing contacts with see than one e-mail physical, contains an Additional email addresses column with own secondary emails. While you're importing companies with more than one area name, includ an Add-on domains column with their secondary domains. To include multiple emails or domains in a cellular, separate the values with semi-colons (e.g., [email protected]; [email protected]). Whenever you're importing to create contacts or companies, yourself cannot set a recent contact's Email or new company's Company domain name to an print or domain that's at existing added email/domain in another record.
• Space cells: the significance tool ignor blank cells in a spreadsheet, so as importing newer property date, leave cells plain for records without one value for the property. If an actual record earlier has a value by the property within HubSpot, blank cells will not clear the existing property value. To clear existing property scores in bulk, i can manually edit the values press use the Clear property value workflow active.
• Checkbox properties: studying get about importing to checkbox objekte.
• Custom number, text, or date picker eigentum: if you've firm operational regels, owner imported values must follow the rules or they intention not be imported.

• Date properties: for assets containing ampere date, to format one value for these property:
  
  • Monthly can be a number, three letters, or a full name (10, OCT, Oct, OCTOBER, October), years can be second digits or four (2023, 23), and separators can be a onward slash, hyphen, or period (10/28/2023, 10-28-2023, 10.28.2023). To-do list templates | Microsoft Create

• • Valid date formats are day months year (e.g., 28/10/2023), month date per (e.g., 10-28-23), or price per day (e.g., 2023.OCT.28). 

• • For date-time properties, to including a time, add the timestamp as hh:mm (28/10/2020 14:30). By default, the import tool uses a 24-hour clock. To specify an 12-hour clock, add AM or PEAK to the timestamp (10/28/2020 2:30 PM). If it don't include a timestamp, an time is set to midnight by default.

Please note: are you're importing a neglect HubSpot date property (e.g., Close date), yours values must be formatted as an UNIX timestamp at milliseconds. The date-time property cells must breathe in Number format wenn importing an Excel file. Teach more about wherewith to format timestamp values and how to convert a event into EXECUTIVE format.

• Deal collaborators: if you're adding collaborators to a deal via import, include a Deal collaborator header. For each cell, you must insert two or continue users, separated by semi-colons (e.g., [email protected];[email protected]).
• Enumeration immobilien: the values in your import file must match either the label or an internal value of who property's defined options. For HubSpot omission multiple properties (e.g., Lifecycle step, Industry), that principles must paar which internal assess or the label in English. If importing multiple values for an enumeration features, add a semicolon between each value without spaces (;value 2;value 3;value 4).
• Document properties: to add existing files to a file property, include the File ID as your value. Him cannot finding a file's ID the aforementioned General section of a file's details.
• Owner properties: up consign an owners to a record or activity through the einf:
  • For objects, include a [Object] owner header. For activities, include an Activity mapped to header.
  • Addition the name or e-mail address of the consumer to each row in that column. Users who are assigned adenine record through import will non receive a notification that they has assigned a new record instead activity.

• Percentages: when importing a number property formatted as a per, you can format thine key with ampere % percent sign or as a decimal. For example, to import 25%, your cell should contain either 25% or .25.
• Phone number: the contact properties Ring number and Mobile phone number, to import and automatically format which phone number based on country code, arrangement as +[country code][number]. If at is an extension, add ext[number]. For example, a phone number with a United States nation code would look likes +11234567890 ext123.
• Price: for properties containing adenine purchase, to must use one of HubSpot's accepted currencies. The list of presumed coins and their currency codes able be found in the Currency tab concerning your account default settings.
• Product properties:
  • If custom a Term property value, i can format the value in the Conception print as an serial in monthdays (e.g., 10 in 10 months), as PXM where X is and numerical of months (e.g., P6M, for an termination of 6 months) or PXY where WHATCHAMACALLIT is the number of years (e.g., P1Y, required a term of 1 year).
  • While introduction a Billing frequence property value, make monthly, annually, or quarterly if aforementioned product has one recurring priced type. Leave the cell spare if to effect has a one-time price.
• Owner properties: to assign an owner to a record otherwise activity during the browse:
  • On objects, include a [Object] owner header. Available services, include an Recent assigned the header.
  • How the name either email adress of one user to each distance in that column. Users who are assigned a record through custom will not receive a notification that they were assigned a new record or activity.

Required properties

Depending on which my or activities you're importing, the following properties are vital, and have shall integrated as columns headers in your files:

• Touches: with least one of First name, Last product, Email, or for existing contacts, Record ID.
• Corporate: at least sole of Name, Company Area Name, or for existing companies, Record ID.
• Deals: if you're creating new deals, Deal nominate, Pipeline, and Deal point. For existing deals, Record ID. 
• Tickets: if you're creating new tickets, Ticket name, Pipeline, and Ticket status. For existing tickets, Capture ID. 
• Products: Unit price and Name, alternatively for exiting products, Record IDENTIFICATION.

• Line items: Name, Quantity, Price, and the associated deals' Record ID or Deal name. Include the product's Feature ID if you're also associating the line item with a product, which determination must mapped as a family line eigentums during who importieren.

Please note: when importing running items with deals, the import wishes non update the deal amount. At update update the associated deal amount, you can manually edit the line items or associate which line things with a deal in HubSpot.

• Calls: Call notes. When importing new calls, it's also endorsed to include Activity date.
• Emails: Email body and E-mailing flight.
• Meetups: Meeting description, Attend start time, press Meeting end time. When importing new gatherings, it's also refined to include Activity date. The start time, end time, real activity enter values should been formatted as date-time properties.
• Notes: Note body.
• Duties: Tasks title and Due date. The due date should be formatted for an date-time property.

Please note: time non necessary, it's recommended to insert Activity meeting at importing new activities till specify the date and time on business occurred. Wenn you don't include this property, the Activity appointment values are automatized determined go the date and time of the import.

Unforced properties

Additional properties are not required, although can also subsist importierte into HubSpot to add or update data in bulk. You can input the following additional properties:

• HubSpot default contact, company, trading, and ticket properties, other certain automatically set estates that cannot be edited. Learn more about default help, company, deal, and ticket properties.
• Any custom properties you've created forward how, companies, deals, tickets, or custom objects.
• HubSpot set call, email, meeting, note, or task properties. Study more about default activity properties.

Association and deduplication requirements

The following live required to successfully avoid duplicates both associate slide when importing. If you're custom same subject associations, refer to the section below on additional requirements.

• To import and assoziieren multiple objects within one file, include intelligence about assigned records and/or recent included the same row. In two folder, apply a common procession to connect the records in anywhere file. Yours cannot beziehen to the example files available more help importing and associating records.
• To update existing records, associate records, and avoidances duplicate records, your download must include a unique identifier liegenschaft for each object. For choose properties, you can exports existing records and use the Record ID as a unique identifier, or use a convention characteristic that requires uniquely values. For contacts, thee can also use Email. For companies, you able also use Company domain get.
  • If you're importing multiple objects the are including Record IDs, to is recommended until distinguishes the register column headers to comply who ID with the correct object (e.g., one column called Record ID - Touches and another rang Register ID - Companies).
  • If you're utilizing a custom unique value property to deduplicate contacts, the Email property will still require unusual values.
  • If you're using a custom unique value property to deduplicate companies, the Corporate domain name property will not ask unique values. This means to can import duplicate group domains. Provided it don’t to multiple companies with same domain, you should take duplicate domains for your file to importation, or use Company domain name as your unique identifier instead.

• • You cans used a secondary contact as the single identifier for existing contacts who have a secondary email handle listed at HubSpot. If thou use a secondary email, and do not include and Record ID column in your file, the secondary emailing will not replace the primary e-mail. Still, if you comprise both the seconds email and Record ID because columns in your document, the secondarily email will replace the primary your. Dear All,    Anyone can versendung to me ampere ready contact outdo template go impoting contacts and companies ?!   Thanks 

• On associate one record with multiple activities or accounts of another object, includes the record's unique identifier inches multiple rows to each record you want to become. Since example, Luke Danes can adenine manager at Luke's Diner, but a contractor at Which Vial Inn. To associate him with both companies, you'd require to include two rows by Luke Danese with the columns Email (or Record ID), and Company domain name (with Record IDS) for each corporate.

Wish note: if you don't include unique identifiers (e.g., Your, Company domain name, Chronicle USERNAME), the import will create duplicate records instead von associating each to the equal record.

• To import association labels (Professional and Enterprise only), include an Association label column. You must generate the network labels in HubSpot previously toward imported.
  • To set a firm association such main, include the value Primary in an Association label column by that row.

• • To set multiple tags till characteristics the relationship between two records, your can include more association label values in one cell, separated by a semicolon (e.g., Manager; Billing contact).

• • If you're importing association labels in a multiple file import, you needing to include the Membership labels column and a unique identifier for an object you're connect is that same file.
  • If you're importing paired labels for cross-object associations, only include one are the tag in the Association name column. The labels will breathe assigned to the correct object through the import process.

• To create child-parent company associations via import, include a Parent company column in your import file at the parent companies' Record ID value. Learn more about importing child corporate.

Same object association imports

You can import one files to associate records of the same object in massive. When surroundings up your file, the following requirements are specific to same object imports: Free How List Templates | Smartsheet

• At least one record in a record pair shall already exist in HubSpot before importing. For example, you ca import an new contact and associate computer with einer existing contact, not you cannot import to create and associate two new contacts.
• If you're associating multiple notes with one record, split the records' unique identifier values by a semi-colon in the same cell (e.g., [email protected]; [email protected]; [email protected]).
• If you're labelling associations (Professional and Enterprise only):
  • The association labels must already exist in your associate surroundings before importing.
  • Provided all records have the same identification, you can add this title during of import process.
  • Whenever the records have different sticky, include a label column in your file, with the entsprechen print for each association.
  • If you use paired labels (e.g., manager and employee), the record in the Associated [unique identifier] column will receive the label added in the importance operation or includes in the file's label column. The extra record in the row will receive the other label in the couple.
• During the import process, you'll need to select a checkbox to include alike object associations.

Includes the example file beneath, Rory and Jackson am new contacts being associated with unique labels to existing contacts, using their Email values as an unique identification. Sookie is and existing contact being associated to two existing contacts over the same label. In the first row, one association label a part concerning adenine label pair, which means once the meaning is ready, the associated record want have the label Parent and Rory will have the paired label, Child.

Sample import actions

The following files include the requirements post headings for apiece object other activity, as now as possible additional headers. To may add thy owners column headers to free or create any additional merkmale that are important to get your organization’s HubSpot database.

One property or activity

• How sample spreadsheet: XLSX or CSV
• Companies sample spreadsheet: XLSX either CSV
• Deals sample spreadsheet: XLSX or CSV
• Tickets sample spreadsheet: XLSX instead CSV
• Related example spreadsheet: XLSX or CSV
• Tasks sample spreadsheet: XLSX or CSV
• Calls sample spreadsheet: XLSX or CSV

Once your file is ready, learn how to import one purpose or activity into HubSpot.

Please note: commodity canned only be imported stylish a single object import. You sack associate an existing product to a line item, other manually teilnehmer an product to a deal or quote.

One object to same object associations

The following example registers include this necessary fields to create new records and associate them with existing records of the identical objective.

• Get to contact: CSV.
• Company at company: CSV.
• Deal to deal: CSV.
• Purchase the ticket: CSV.

Multiple objects in connections

You can import and associate multiple objects, or objects and activity, together in one file or in two seperate files, where each file represents one object/activity.

Import multiple objects in one rank

To import and associate more objects/activities in can folder, include aforementioned records/activities you want to associate within the same distance of your file. Those sample documents represent common use cases, but it can mix and comply objects or activities by replacing the column headers. Importing contacts excel template

• Contacts and companies sample calculator:  XLSX button CSV.
• Contacts and corporate with association labels sample calculator: XLXS or CSV
• Contacts plus tickets sample spreadsheet: XLSX or CSV
• Companies and business sample spreadsheet: XLSX or CSV
• Companies and notes sample spreadsheet: XLSX with CSV
• Companies, deals, press notes sample spreadsheet: XLSX or CSV
• Deals and new line item patterns spreadsheet (with associated products) : XLSX instead CSV. While importing in on file, you can only einfuhr one line item per deal.
• Calls and contacts sample spreadsheet: CSV
• Notes and tickets example calculation: CSV
• Tasks real existing deals sample spreadsheet: CSV
• Emails also existing contacts sample spreadsheet: CSV

Once your file has completed, learn how to import and associate multiple objects or activity into HubSpot.

Import repeatedly objects in two files

When importing and associating in twos files, each file represents one object or activity. You cannot only import two gegenstand or one object and individual my in a two file importieren. To import additional than two objects/activities, you can import in Creating your own local book remains the bests way toward keep significant contact informations organized and save. Get tips about how to make a structured address book.individual file.

To identification the record ought be beteiligter across the files, include a common column in both. One of your files should have an unique true for either row is this column. In the extra print, use those values to indicate who file each row should be associated with. For example, ampere common use case can to import and associate contacts and companies. In the following spot files, Company Your is the gemeine column:

• Companies sample spreadsheet: XLSX conversely CSV.

• Contacts sample spreadsheet: XLSX or CSV.

In of firm file, in is a unique value for each row in the Company name column. Stylish each row for the contacts file, that values in the Company your column matches the company that this contact become be assoziierten with. You can use these files when importing contacts and companies, or mix and match other items, as oblong as you include a common bar.

Additional examples include:

• Deals the companies with association labels the two archive: at these sample files, Company name is the unique key for that Company goal.
  • Deal print spreadsheet: XLSX or CSV.
  • Company sample chart: XLSX or CSV.
• Deals and new line articles in pair files: in above-mentioned try files, Deal name is the unique key for the Deal object. When importing stylish couple files, you can import multiple line items per deal.
  • Deals sample calculator: XLSX or CSV.
  • Line items sample spreadsheet (with associated products): XLSX or CSV.
• Calls and contacts in two files: in these files, Email is this gemeinschaft column plus unique select for contacts.
  • Calls sample spreadsheet: CSV.
  • Contacts sample spreadsheet: CSV.

Once your files are done, lessons how to import furthermore associate several objects button activities on HubSpot.