How should I import contacts into the HubSpot CRM?
Perhaps the most important question to success with the HubSpot CRM. Our most successful CRM users start by getting their contacts into CRM. So, how should you go about importing your contacts? And, what else should you consider before importing?
This Learning Track will help you end-to-end, but here are some other things to think about:
Every detail or attribute about a contact is stored as a Contact Property
Contact Properties house details like First Name, Last Name, Phone Number, and Email Address
Every contact you import should ideally have an email address (although it’s not a deal breaker)
HubSpot contacts are unique based on email address, so we’ll always remove duplicate contacts based on address
HubSpot has out-of-the-box Contact properties you can utilize to store contact details
For custom data that you wish to store, you can create a custom property.
Good things to do before starting:
Understand the difference between Contacts, Companies, and Deals in CRM
Write down contact details or attributes that are important to your business
For each of the below questions, create a custom property to house this data in CRM:
How do you classify your contacts today?
How do you indicate which contacts are leads?
How do you know if you’ve connected with a contact?
How might you search or segment your contacts in the future?
Make sure your contacts have email addresses, HubSpot will auto-create companies for you! Read this post.
When importing contacts the first time, it’s OK not to have all of the relevant details in place. The good news is that you can come back later and add more data about a list of contacts you’ve already imported as long as they have email addresses. HubSpot will add the new details or attributes to your contacts.
There are two other common questions that come up with importing:
Can I import contacts from Facebook, LinkedIn, or another CRM? There is no direct integration but as long as you can get your contacts into a CSV, you can import to HubSpot.
Can I scan business cards into HubSpot CRM for my contacts?Not directly, however, I recommend using a tool called Zapier with Business Card Scanning tools to accomplish this.
How should I import contacts into the HubSpot CRM?
Hi there! Thanks for sharing this helpful information. In case you're looking for a way to automate CSV import to Hubspot, Skyvia will be helpful. It's a cloud-based platform, that doesn't require any coding. Free version is also available, btw
How should I import contacts into the HubSpot CRM?
I successfully imported over 600 contacts. It went pretty well.
Yes the only two options you see in the top-left are Sales or Marketing. But following the instructions for the import I was able to select CRM in an early step of the process.
How should I import contacts into the HubSpot CRM?
It took me two weeks to arrange the CSV file the way HubSpot wanted for my upload of my contacts. (And I reduced the number of contacts from almost 1400 to just over 750. Yea!!!)
I clicked the UPLOAD button on HubSpot … and was quickly taken through a six-step process. But Step 3 is incomprehensible to me. I have NO IDEA what they’re telling me to do. The MANY tutorials they publish do not address these issues in Step 3.
I attempted to create a Ticket and ... nothing happens when I click Submit. Nothing!
How should I import contacts into the HubSpot CRM?
@BobMFor the future, you may want to try out this free tool that checks your CSV file for common formatting and data issues that you should be aware of when importing into Hubspot. This way you can easily identify and fix any potential issues before you import, and use it to help guide your data preparation.
