• Got questions about HubSpot’s Smart CRM?

    Our product team is answering them live through March 6th!

    Ask us anything
  • Ready to build your local HubSpot community?

    HUG leaders host events, spark connections, and create spaces where people learn and grow together.

    Become a HUG Leader

Mandatory fields on imports

samara1

It would be great if we could choose which fields are mandatory for importing contacts (initially), in addition to those that are already pre-defined in Hubspot.

64 Replies
Kharron
Member

Agree! Even if its first/last name, email and type - it's killing me that people can upload thousands of garbage contacts.

RyanAbilar
Participant

I think it is critical that required fields are respected too during an import. Otherwise, this can be a potential cause of dirty data.

Yesie
Participant

I totally agree! Please this should be basics in HubSpot. It really does not make sense to upload contacts without an email address.. but some people still do this, regardless how often you tell them not to do. 

GabrielaM
Member

For an enterprise-level organisation, this is mandatory, because it would allow us to ensure nobody ever imports data that cannot be immediately attributed to a specific team. 

Iffah
HubSpot Employee

Upvoting this as it would make it easier to ensure quality leads are uploaded and emails are important to deduplicate contacts

paddie
Contributor

Agree! It makes completely no sense to have mandatory fields for creating contacts directly in Hubspot but its possible to import contacts without any information through a 3rd party tool like Lusha!

Maayango
Member

It is a MUST with the BU solution 

Jemma_L
Participant | Diamond Partner

User: Any HubSpot user with import permissions

 

Problem. Many large/global companies using HubSpot have required property fields, that need to be completed at a contact or company level. These required property fields are used to improve segmentation over multiple countries/product types/contact types etc. An example of these required fields would look like this.

- Country (of contact)

- Contact type (Patient, Doctor or Pharmaceutical)

- Product Line (ProdA, ProdB or ProdC)

 

These companies rely on having this information completed for each contact, so they can accurately see any patterns or trends, as well as track product division KPIs. Integrations automatically allocate the correct fields to contacts based on IP country, name of form/page etc, but any manually imported contacts rely on the user remembering to add country, contact type and product line to each spreadsheet. 

 

HubSpot imports already have the functionality to check for a unique identifier (like Contact ID) and prompt you to ensure first name, last name and email are all existing columns, in order for the import to take place. 

 

Jemma_L_0-1656948008863.png

 

Request

It would be great if this could be expanded upon, so the company can pre-define any additional property fields, outside of the First name, Last name and Email, so any data entered into their CRM meet their business requirements.

 

Use Case

As a Marketing manager

I want to ensure all manually imported data includes our three 'required properties' (Country, Contact type, Product) 

So I can confidently segment our contact data and supply our contact with the right content and the right time. 

Acceptance criteria

Given a HubSpot user has imported a contact datasheet

When they are directed to the mapping page

Then an error message will display if they have not included the business's pre-defined required fields. 

 

Thank you.

danmoyle
Most Valuable Member | Platinum Partner

With so many updates to permissions and partitioning, this seems like a great next step, giving us the ability to keep data clean. 

jinglu
Participant

This should be included in minimum requirements

finn
Contributor

+1

JSmith345
Member

This causes so many data issues without this function. Our company would really appreciate it 🙂

MikaelR
Member

We need this now! 🙂

BGrzybek
Participant

BUMP

 

It is absolutely necessaruy to have mandatory fields being mandatory. Import without the required data proves the whole data base to be garbage ;/

david-perroud
Participant

+1 please add this feature

DSzaloczi
Participant | Diamond Partner

Fully support this idea! I think it´s essential for business units as well!

MSanDiego
Participant

Is there any update to this idea? This is something we really need as well.

EMostowski
Member

Hi

 

Any update on this? 

 

That would be very beneficial to keep the data clean. 

 

Best, 

 

Estelle

PBeer
Member

Please this is extremely important!

PBeer
Member

+1 on this feature