CRM

squigglebit
Contributeur

Creating Lists from CSV

Résolue

I have a list in CSV form as part of a segment of my database, the contacts are already in HubSpot, is it possible to use this CSV to create a static list?

1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Creating Lists from CSV

Résolue

Hi @squigglebit,

 

Yes, it is! If you don't want to update any contacts in HubSpot, simply unselect all columns except the email column during the property mapping step. In other words, you're only importing the email address. During the last step of the import process, you can name the import and choose to create a list. This list will be static.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Voir la solution dans l'envoi d'origine

8 Réponses
carlosterre
Participant

Creating Lists from CSV

Résolue

Is there a way of doing this with the Contact ID codes, rather than with the email addresses???

0 Votes
IONeill8
Participant

Creating Lists from CSV

Résolue

@karstenkoehlerI have a similar use case:

 

  1. All contacts are already in HS.
  2. I have a CSV with a subset of emails that I want to send email(s) to.
  3. I do not want to create duplicate contact records (see #1).

If I import this list following the guidance you provided above, will emails sent to this new static list be associated with the contact records in HS in the Activity feed?

0 Votes
DianaGomez
Gestionnaire de communauté
Gestionnaire de communauté

Creating Lists from CSV

Résolue

Hello @IONeill8,

 

We are aware that you had this question a few days ago, and we wanted to find out if you have tried addressing it and if it has been resolved successfully, or if you require further investigation and collaboration to work on this together and find a resolution.

 

Best,

Diana


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0 Votes
IONeill8
Participant

Creating Lists from CSV

Résolue

Yes, I was able to follow Karsten's solution to accomplish what I needed, thanks!

karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Creating Lists from CSV

Résolue

Hi @squigglebit,

 

Yes, it is! If you don't want to update any contacts in HubSpot, simply unselect all columns except the email column during the property mapping step. In other words, you're only importing the email address. During the last step of the import process, you can name the import and choose to create a list. This list will be static.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

squigglebit
Contributeur

Creating Lists from CSV

Résolue

Do you mean I should select the "don't overwrite" option

 

Screenshot 2022-03-31 at 08.06.32.png

0 Votes
karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Creating Lists from CSV

Résolue

Hi @squigglebit,

 

No, when you click into the dropdowns for First name, Last name etc, you can choose not to import these fields.

 

The only column you want is the Email column.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

carlosterre
Participant

Creating Lists from CSV

Résolue

Is there a way of doing this with the Contact ID codes, rather than with the email addresses???

0 Votes