topic Re: Map columns in your file to contact properties in Tips, Tricks & Best Practices

Map columns in your file to contact properties

VZIOM — Tue, 19 Jan 2021 00:22:23 GMT

New to CRM trying to set it up. In the Map Columns and having difficult tie to decide wahr to add to each one there's so many. Do I have to click on everyone. Is there a standard form to click to just add emails and all the others stuff as you go. Was looking more of a spreed sheet style. SO confused. Any idesas. Just want simple notes a tracker for lead a yes or no column. The basic for email phone#'s company name they work for

Thank you for the help

Re: Map columns in your file to contact properties

karstenkoehler — Tue, 19 Jan 2021 06:30:07 GMT

Hi @VZIOM,

You can create contacts one by one, see here, but that's probably a little bit tedious and time-consuming?

Importing spreadsheets is the fastest way to get contacts into your CRM. On the Map columns in your file to contact properties screen, you don't have to map each column to a HubSpot contact property. The only mandatory one would be Email.

Anything else is optional and depends on how you'd like to use the CRM. If you want be able to call contacts quickly, you should map Phone number. If you want use First name and Last name for email personalization, you would have to import that as well. If you want to run sales campaigns by location, you would probably have to map Postal code as well.

Whatever information you import, allows you to use it later – for quick access, reference or segmentation. If you decide to not import a column, it will simply not be available for these purposes later.

You might find these two knowledge base articles helpful:

Set up your import files

HubSpot's default contact properties

Hope this helps!

Re: Map columns in your file to contact properties

VZIOM — Tue, 19 Jan 2021 23:00:47 GMT

This did not answer my question . See attach scree shot. The column on the right I have to go through each one and have no idea wht al lot of them mean.

Re: Map columns in your file to contact properties

karstenkoehler — Wed, 20 Jan 2021 06:54:37 GMT

Hi @VZIOM,

There isn't an easier way to this in HubSpot. For each column of your import file, you need to either

find an existing HubSpot default property (full list with definitions here) or

create a custom property if you can't find a suitable one (e.g. create a custom single-line text contact property for Yomi Name) or

decide not to import the column.

If you're unsure what to do with certain columns, feel free to post them here.

Best regards!