Importing customer list

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I'm looking for the best way to import list of existing customers and companies, so that it will appear properly in the reports.

I can create deals put them in status won and associate the companies and contacts, will that be the best way to do it?

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Esteemed Advisor | Platinum Partner | HubSpot Certified Trainer

Hi @gil1001,

 

To clarify, when you say you want them to report properly, you want them to show in reports or you do not want them to show in the reports because they are already an existing customer?




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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I want them to be reported as customers, and since we have recurring revenues that they will show up in the funnel. I would prefer to update won date, but I don't think that this is a field Hubspot let me import

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