Releases and Updates

by: HubSpot Employee
HubSpot Employee

Import Companies & Deals to HubSpot CRM

Want to import a list of existing companies or deals to HubSpot CRM from a spreadsheet or another tool you are using? It's now possible with Company & Deal Import!

Importing Companies
Importing companies or deals to HubSpot CRM is a straightforward process, similar to importing contacts. Simply click the gear icon on the left of any Contacts, Companies, or Deals table view, then click "Import". Tell HubSpot CRM what type of record you are importing, and choose a CSV file to import. You'll be taken through the same process of mapping columns to properties you are familiar with from importing contacts before uploading.

Avoiding Duplicate Companies
Similar to how HubSpot deduplicates based on email when importing contacts, when importing Companies, HubSpot uses the "Company Domain Name" property to de-duplicate companies, and enrich them with information from the web. If you import a "Company Domain Name" column, HubSpot will append any updates or new data to records that already exist before creating new records.

Now Live
Import is now available to all HubSpot CRM users. Give it a try by visiting the Companies or Deals screen in HubSpot and clicking the gear icon to the right of the search bar.