Tips, Tricks & Best Practices

OBetzalel
Top Contributor

Data Update Tools

SOLVE

Hi All,

I am new to HubSpot, I'm coming from Salesforce.com

Any recommended free tool to import/update/remove data from the HubSpot? In salesforce we have the Data Loader if someone is familiar..

 

Thanks! 😀

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Data Update Tools

SOLVE

Hi @OBetzalel,

 

Although structured differently, HubSpot has an import tool that you can learn more about here: https://knowledge.hubspot.com/crm-setup/import-objects

 

The way importing in HubSpot works is that records will be created if they don't exist yet or updated (if you choose so during the import process).

 

CRM records can be deleted following these steps: https://knowledge.hubspot.com/contacts/delete-crm-records

 

Let me know if you have any follow-up questions!

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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Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Data Update Tools

SOLVE

Hey @OBetzalel 

 

Here is a quick guide on importing data into HubSpot: https://www.hubspot.com/sales/crm-import 

 

Next actions :

https://knowledge.hubspot.com/crm-setup/set-up-your-import-file 

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com

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0 Upvotes
3 Replies 3
OBetzalel
Top Contributor

Data Update Tools

SOLVE

@Jigar_Thakker @karstenkoehler Hi Guys,

So you recommending on working with the HubSpot UI instead of installing or using an external tool.

 

Thanks!

0 Upvotes
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Data Update Tools

SOLVE

Hey @OBetzalel 

 

Here is a quick guide on importing data into HubSpot: https://www.hubspot.com/sales/crm-import 

 

Next actions :

https://knowledge.hubspot.com/crm-setup/set-up-your-import-file 

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Data Update Tools

SOLVE

Hi @OBetzalel,

 

Although structured differently, HubSpot has an import tool that you can learn more about here: https://knowledge.hubspot.com/crm-setup/import-objects

 

The way importing in HubSpot works is that records will be created if they don't exist yet or updated (if you choose so during the import process).

 

CRM records can be deleted following these steps: https://knowledge.hubspot.com/contacts/delete-crm-records

 

Let me know if you have any follow-up questions!

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.