How to Import Contacts in HubSpot (key updates for 2022)
Do you have a spreadsheet of contacts you want to upload to your HubSpot CRM contact database? Or maybe you're porting data over from another CRM? Importing can seem straightforward, but it's riddled with little obstacles if you're not careful.
In this video, you’ll learn how to easily import contacts to HubSpot, along with how to format your spreadsheet, what Contact ID means when it comes to preventing duplicates, and how to easily view the previous import history.
A glimpse at what's covered in this video:
0:25 - Starting the import process under the "Contacts" or "Companies" tabs
2:00 - What to do when HubSpot asks you, "How many files are you importing?"
3:10 - Selecting the right "object" quantity and type
4:50 - "Contact ID" explained
5:30 - Understanding the "Unique Identifier"
6:25 - Mapping columns in your file to contact properties
7:33 - The importance of creating naming conventions for your imports
9:20 - Verifying your list after your finish the import
11:06 - Using filters on the "Contacts" page to view contacts from the newly imported list
If you're struggling with importing data and want to just hand it off to someone else, let us know! :) We can help with that too.
_______________
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: hubs.ly/Q016XfN60
______________
📚ADDITIONAL RESOURCES:
Want a deeper look at what you should know before buying HubSpot? Grab our free HubSpot guide at our website: hubs.ly/Q017dtTX0
Here’s a helpful guide on how to prepare spreadsheets: hubs.ly/Q017dv_N0
Learn more about lifecycle stages in this article: hubs.ly/Q017dv4M0
_______________
🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZread series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼♀️Ali Schwanke ( / alischwanke )
🙎🏼♂️Tyler Sprunk ( / getsprunk )
_______________
💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit hubs.ly/Q016XfN60.
#HubSpotTutorial #HubSpotContacts #HubSpotImport
Пікірлер: 35
Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0
Thank you, it really worked but raised the new concepts, like Static list.
@HubSpotHacks
11 ай бұрын
Glad it helped!
Thanks for a clear explanation :)
@HubSpotHacks
2 жыл бұрын
you're welcome!
Great video. Is there a video on how to set up deals in the data list? I am new to the terminology and unsure how to structure the data sheet. Thank you!
@HubSpotHacks
Жыл бұрын
Hi Suzanne, thanks for checking out HubSpot Hacks! We don't have a video on setting up a deal import just yet, but you can find some information on that here from HubSpot's Knowledge Base: knowledge.hubspot.com/crm-setup/set-up-your-import-file There is a Deal's sample spreadsheet you can use to help you with your import. And if want to hire use for some HubSpot consulting you can always book a free consultation with us here: info.simplestrat.com/hubspot-consultation
Good explanation thank you. But your import included phone numbers, at the end they were not uploaded to Hubspot. Do you have an explanation on that, pls? Thx
@HubSpotHacks
11 ай бұрын
On the import mapping, it was mapped to "mobile phone", but on the view after the import it was displaying the column for "phone number". Those are 2 different property fields. The mobile number did import in with the other data.
Hello, thank you for your videos that provide us with content of value to all, I would like you to make a video talking about hubspot with Zapier automations with gmail for the hubspot free version, specifically sending emails with automated gmail for membership of lists, thank you very much in advance, greetings from Spain.
@HubSpotHacks
2 жыл бұрын
We'll consider it. Thanks for the suggestion.
thnx...
@HubSpotHacks
2 жыл бұрын
Thanks for checking out the video, Shane!
Hi, I'm looking to import a list of contacts from an excel spread sheet. This information also includes notes that I've made about the individuals, how do I make sure the notes are imported too?
@HubSpotHacks
Жыл бұрын
Hi Ian, thanks for checking out HubSpot Hacks! To import notes so they appear in your contacts activity field you will need to select "multiple objects" for your import and select both "contacts" and "notes." I hope this helps! Make sure you subscribe for all the latest and greatest HubSpot Hacks!
Can you please make a video on connecting Google Sheets contacts to Hubspot please?
@HubSpotHacks
Жыл бұрын
That's a good idea, thanks! I will be sure to add it to the list for future videos 💡
9:35 I'll have to go back and check this, it's really annoying that lusha's excel headings don't match hubspot, even when you change them you can still get issues of hubspot not uploading the emails correctly. And I have no spaces in the excel... so no idea why hubspot ignored all the emails...
@HubSpotHacks
2 жыл бұрын
Hi there, thanks for checking out HubSpot Hacks! I wish I could troubleshoot this for you but without looking at the import we wouldn't be able to. I recommend checking out the knowledge base here: knowledge.hubspot.com/crm-setup/troubleshoot-import-errors#invalid-alternate-id
@king0vdarkness
Жыл бұрын
@@HubSpotHacks Thank you for your reply. I fixed it by removing the other rows :)
Video mentioned De-duplicate video link. I didn't see one, please link one.
@HubSpotHacks
2 жыл бұрын
kzread.info/dash/bejne/Y3iJw8SDYdaTlcY.html
hello, kindly assist how to add a column of linkedin profiles with contacts info
@HubSpotHacks
Жыл бұрын
Thanks for watching, Saima! If this data is on the sheet you are using to import, you would simply map that column to a new or existing Contact property.
How can I import via Google? I did so but only a handful of contacts are imported.
@HubSpotHacks
3 ай бұрын
Without knowing exactly the process, it can be challenging to know. You may want to reach out to HubSpot support directly for assistance on this in your specific portal.
Will it be able to identify duplicates?
@HubSpotHacks
6 ай бұрын
Hi there, thanks for checking out HubSpot Hacks! The import will identify duplicates by email address. So if you are uploading a contact exists in your CRM already, or is on the list twice, HubSpot will know that and won't create a second person.
It clearly say you can choose or create a property, why are you telling us to go create it somewhere else then come back and do the import?
@HubSpotHacks
2 жыл бұрын
Hi Adam- thanks for checking out the video! We've been using HubSpot long before they added that handy feature so we still have the habit of doing it the old way. We appreciate you pointing that out! Make sure you subscribe!
This video doesn't show you how to set up the CSV file, this sucks for beginners.
@HubSpotHacks
2 жыл бұрын
Sorry you feel that way. HubSpot actually has a CSV sample import file that you can download and use. That was linked in the description but here it is again in case this helps. Iknowledge.hubspot.com/crm-setup/set-up-your-import-file
SORRY YOU ARE LOSING…NOT CLEAR ENOUGH FOR A TECH PHOBIC BEGINNER….
@HubSpotHacks
2 жыл бұрын
+Bee the Reader's Voice hi there, how can we create something that’s more helpful to you? We’re open to your feedback. Please let us know. Thanks!
@HubSpotHacks
2 жыл бұрын
Hey there - just circling back - we didn't see another comment, but are open to helping. So let us know if there's a better place to start as a bit more of a newbie to the space!