Why does Import need Lifecycle Stage?SOLVE
Jan 6, 2017 10:13 PM
When I import a list of Contacts, it is now necessary to specify the Lifecycle Stage. Does anyone else find this extremely frustrating? My company frequently holds offline events, and as such, I like to import these Contacts into HubSpot. Many of these are existing, while some are new. Of the former, some are Leads, others Opportunities, while others are Customers. This new import feature forces us users to either specify everyone under one grouping, which is wrong, or to do several imports, which is foolish.
HubSpot - Please remove this as a necessity. I can add all the field values I want in the CSV/Excel file that I use in my upload. This mandatory feature is a hinderance, not a time saver.
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Jan 9, 2017 10:29 AM
Your concerns are understandable, however I think the information below will clear up how this setting works and what the expected behavior is while importing.
The option to choose a lifecycle stage during import has always been there, however in the previous version of the CRM, it required you to open up the advanced settings during the import process and was set to subscriber by default.
If your CSV file has values in a LIfecycle Stage column, those values will be imported and the dropdown during the process won't impact those contacts. If a contact doesn't have a value in the csv, the dropdown selection will apply to them. However, if a contact already exists in your portal, and you choose a lifcycle stage in the dropdown during the import process, it will only change those contact's lifecycle stage if it is a lifecycle stage moving forward. The dropdown will not move contact's lifecycle stage backwards.
This feature has always been there, but now it is easier to choose the lifecycle stage that you want new contacts added as, instead of Hubspot setting the default as subscriber and forcing you to click through advanced settings to find the option to change it.
I hope this clears things up. Let me know if you have any questions.
Jul 5, 2017 1:08 PM
If it helps, I have some tips written up for how to correctly set the Lifecycle Stage during a Contact import, so that you don't have to use the default setting. You can check that out here: https://medium.com/import2/explained-setting-the-lifecycle-stage-when-importing-into-hubspot-2d842b6...