HubSpot Admin Tutorial: How to Import (2023)

In this tutorial I take you through how to import spreadsheet lists of contacts (or companies, or deals) to HubSpot. This allows you to take your existing data, clean it up, and then get it into HubSpot so you can make the most of your account. Also check out my video explaining how to Export    • HubSpot Admin Tutorial: How to Export   😎 If you haven't had a chance yet, check out HubSpot for free: https://go.terrific.digital/hubspot I've also made a number of other HubSpot tutorials: Turn on HubSpot AI to auto-update contacts from emails    • Turn on HubSpot AI to auto-update contacts...   Add Microsoft Teams to HubSpot's Free Meeting Scheduler    • Add Microsoft Teams to HubSpot's Free Meet...   Contact Views vs Lists Tutorial    • HubSpot Contact Views vs Lists Tutorial   Make Country Property a Dropdown    • HubSpot Tutorial: Make Country Property a ...   Copy data between Properties using Import/Export    • HubSpot Admin Tutorial: Copy data between ...   Transferring data between Properties using Workflows    • HubSpot Tutorial: Transferring data betwee...   -- Video Summary -- The video provides a step-by-step guide on importing contacts into HubSpot, focusing on preparing the CSV file, navigating HubSpot's import features, and ensuring data integrity and compliance. Editing and preparing a contact list spreadsheet. Exporting the list as a CSV file, focusing on a single sheet for HubSpot compatibility. Navigating to the import section in HubSpot, accessible to users with the required permissions. Starting the import process by selecting 'import file from computer'. Choosing to import a single file and selecting the contact object in HubSpot. Dragging and dropping the CSV file into HubSpot and choosing import options (create new, update existing contacts). Ensuring column headers in the CSV file match HubSpot properties. Importance of including email addresses for unique identification of contacts. Option to skip importing certain columns and not overwriting existing data. Renaming the import file for organization and creating a list from the import. Ensuring compliance with contact permissions and marketing contact regulations. Finalizing the import and reviewing the summary, including any formatting issues. Adding imported contacts to a new or existing list. Overview of past imports and potential to import other data types like companies and deals. 😎 If you haven't had a chance yet, check out HubSpot for free: https://go.terrific.digital/hubspot -- Chapters -- 00:00 Introduction to Importing Contacts into HubSpot 00:45 Exporting List as CSV File 01:28 Starting the Import Process in HubSpot 02:28 Dragging and Dropping CSV File into HubSpot 03:50 Reviewing and Adjusting Import Settings 05:17 Mapping Additional Properties in HubSpot 06:35 Finalizing Import Settings 07:58 Marking Contacts as Marketing Contacts 09:16 Reviewing and Correcting Formatting Issues 10:17 Conclusion -- Stuff -- 🧡 Incredible software for CRM and Marketing: https://go.terrific.digital/hubspot 🎬 I use Screen Studio to easily record most of this video: https://go.terrific.digital/screenstudio 🧑‍💻 My super powered web browser is Sidekick: https://go.terrific.digital/sidekick 🎶 I love Epidemic Sound for video music: https://go.terrific.digital/epidemic -- Terrific -- https://terrific.digital