Creating custom reports

[synester_black]

We have been doing the crm manually using excel now for recent sales we are using hubspot but we are trying to get our past data also into the plaform. But this is only for the purpose of report building. So what is the best way of doing this. Can we add the data into the report by adding the dataset selection or manually add all the past details into the crm. What is the best course of action?

[HFisher7 · Accepted solution]

Hey @synester_black - I'd recommend using HubSpot's import tool to bring your legacy data into HubSpot to be able to include it in your HubSpot reports.

More info on imports linked here: 

• Setting up your import files
• Import records and activities