I’m looking for a way to upload an excel spreadsheet into HubSpot to make an email list from our exisitng Contacts.
We are planning an EDM campaign speficially for customers who have bought a particular product.
When we first started using HubSpot we hadn’t set up a property to enter their purchased products into, therefore trying the method of filtering via product name inside HubSpot won’t generate the 1000+ customers we know exist.
Instead, we have been able to find them all from our old database and export that data into an excel spreadsheet.
What I am needing to do now is import that spreedsheet into HubSpot and create a list based off it - majority, if not all, of those in the excel spreadsheet should have a match.
Then I need to fractionise that x1 large list down into several smaller ones to then send the EDM to.
I’m yet to ever uploaded an excel spreadsheet in HubSpot but know it can be done, hoping it’s not a daunting task and in actuality a straightforward one for what I want to achieve
For your import specifically, here’s what’s important to know:
HubSpot automatically deduplicates contacts by email address. If you have imported contacts before and now you’re importing contacts again, some of which exist, some which are new, HubSpot will look at the email adress to determine whether an existing record should be updated or a new one created. Deduplicate records in HubSpot
When importing into multiple checkboxes ( = when someone has multiple purchased products), you would separate the products by semicolon: Format import files
After the import, you can follow these steps to create smaller list segments based on the newly imported product information: Create segments
Once I import the excel sheet, and it either matches/updates with exisiting contacts or creates new ones (when there isn’t a match) will it also allow me to create an active/static list of whoever was on that import? Essentially converting the excel sheet into an HubSpot list.
And the unique identifier, in HubSpot terms, is simply an email addresses? Allows all following data in that row to be matched to that identifier?
By the sounds of the articles, and understanding your answer, there shouldnt need to be any worry that the import will create 1,000s of new contacts.
@LSugrue during the import, in the last step, HubSpot asks you whether you would like to create a list of these imported contacts. Later on, “Import membership” will still be something that shows up as a list or view filter. You can easily identify these contacts later.
And yes, the unique identifier is the email address. If 1,000 contacts exist in HubSpot already, with email addresses, and now you import 1,000 rows in Excel with the exact same addresses, HubSpot will not create any duplicates.
I understand why you’d want to import an Excel sheet for your email list. It’s such a time-saver! I did this a while back, and it made my life easier. You must first ensure your Excel sheet is neat.
I understand why you’d want to import an Excel sheet for your email list. It’s such a time-saver! I did this a while back, and it made my life easier. You must first ensure your Excel sheet is neat.
Once that’s sorted, most email services let you import the sheet directly. Just follow their steps, and you should be good to go. If you need a little guidance, there are some great tutorials, like on myexcel, which I found helpful. It breaks everything down nicely. Overall, once you get the hang of it, it’s straightforward, and you’ll have your email list set up in no time.
Looks like you got the instruction for a manual Excel upload - I’m sure it helped! If there is ever an ongoing process / need to upload from Excel, there are free, 2-way Hubspot <> Excel / Sheets connectors in the HubSpot marketplace like Coefficient.
You would never need to leave your spreadsheet to write back data from your spreadsheet to HubSpot, and can do so on a refresh schedule. It’s a point and click, no-code solution, so just as easy as the manual upload option but a complete time saver that comes with many other benefits as well.
It’s fairly straightforward to do this. You can integrate with Excel (or Google Sheets) with connectors like Superjoin.
This will allow you to run a bunch of functions on Excel itself, which might be complicated on Hubspot (like matching emails).
Keep your emails in one sub-sheet and export from Hubspot in another sheet. Do a VLOOKUP to match emails and then push the matched emails back to Hubspot with Superjoin’s 2-way sync.
This way you can run campaigns for these emails.
