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AlleOtti
Participante

Import from xlmx to existent ACTIVE contact list: possible? How?

resolver

Import from xlmx to existent ACTIVE contact list: possible? How?

 

I woud like to import new contacts from my file excel to an exitent and ACTIVE (not static) list.

 

How I can reach that goal? 🙂

 

https://ibb.co/0VX38Zb

 

<a href="https://ibb.co/0VX38Zb"><img src="https://i.ibb.co/gF7CHwK/import-to-active-list.jpg" alt="import-to-active-list" border="0"></a>

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Import from xlmx to existent ACTIVE contact list: possible? How?

resolver

Hi @AlleOtti,

 

First, you would import your file: https://knowledge.hubspot.com/import-and-export/import-objects

 

The import will give you a new list.

 

Go into your existing list, add a new filter by clicking OR, then select "List membership" and find the list created from your import. 

That's it 🙂

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

Beratungstermin mit Karsten vereinbaren

 

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AlleOtti
Participante

Import from xlmx to existent ACTIVE contact list: possible? How?

resolver

Hi Karsten, I'm sorry but i cant be able to follow you 😞

please guide my step by step wit this example:

 

I have this  xmls file on my PC, and i whant to put all the email data into the existent "test" ACTIVE LIST,

could you guide me in order to reach my goal? 🙂

 

from xlsx to test.png

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Import from xlmx to existent ACTIVE contact list: possible? How?

resolver

Hi @AlleOtti,

 

First, you would import your file: https://knowledge.hubspot.com/import-and-export/import-objects

 

The import will give you a new list.

 

Go into your existing list, add a new filter by clicking OR, then select "List membership" and find the list created from your import. 

That's it 🙂

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.

AlleOtti
Participante

Import from xlmx to existent ACTIVE contact list: possible? How?

resolver

Thank you very much! Now it work 🙂

 

Sure couse my bad english and not good italian translations command i was confused

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Import from xlmx to existent ACTIVE contact list: possible? How?

resolver

Hi @AlleOtti,

 

To add contacts to an active list, you have two options: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list#add-or-remove-records-from-an...

  • Update the new imported records to meet the list criteria
  • Update the list criteria to include the new contacts, e.g. by setting up a filter "OR is in import"

 

karstenkoehler_0-1713757778176.png

 

 

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.

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