Objective: Produce the product in large volumes either by manufacturing it or importing it—along with related data—into HubSpot in bulk.
Tool: Excel to generate CSV files, along with a HubSpot account.
Required Skills: Advanced VLOOKUP for handling complex datasets, accurate HubSpot field mapping, error management, and understanding of the HubSpot data model.
Key Considerations:
- Confirm the type of import you're carrying out: importing only new records, updating existing records, or solely updating records.
- Always ensure unique and required fields are included and properly valued.
- Verify that you have the necessary import or create permissions before proceeding.
- Only proceed with the import after your data file has been thoroughly reviewed, approved, and validated for accuracy.
Process: HubSpot provides three import methods:
1. Direct import from the record list view—navigate to the object page (e.g., Companies, Contacts, Deals) and click on Import.
Tool - Excel for csv file, HubSpot Account
Required skill - Vlook-up for complex data, HubSpot field mapping and Error Handling, HubSpot Data Model.
Considerations:-
Please check the type of import you are going to perform - like Import only new data, Import and Update the record, or only update the record.
Never ever miss unique field value and required field value
make sure you have import/create permission to perform the action.
Once you are certain with your data file that this is approved and error less you can move forward to import the data in HubSpot.
Process -
HubSpot offers three type of import option -
1. Directly from the record list view page -
Go to object view page(Companies, Contacts, and Deals etc.) > Click on Import
2. Data Management > Data Integration > Import Data >
and the third way is -
Setting > Import & Export > Go to Import
than you will see the same page as Data Integration (point 2)
and same again on next page - click "Start Import" button.
than choose the object for which you want to import the file/create/update the data -
You need to understand the data model here to import the data with associates like To import both a company and a contact in the same transaction, first click on "Company," then navigate to "Contact."
HubSpot will blur the object which can not be imported simultaneously -
For simplicity, I'll choose and import the product here—then you can import any additional items as well, as shown below.
than select next - and choose the file and type of operation -
Click on the image below to discover the essential fields and values required to carry out the operations.
Map the correct Column with the correct field set
Like Name → name, Unit Price → Price, etc.
and then Click Next → and Click Finish Import
Here you Go-
11 New records have been created.
Conclusion - This guide provides a comprehensive overview of importing and setting up bulk records in HubSpot, including the use of CSV file field mappings and other efficient data transfer methods. By following these steps, organizations can systematically and accurately migrate large volumes of data into HubSpot, ensuring data integrity, consistency, and streamlined management. Whether you're onboarding new leads, updating customer information, or populating contact databases, this approach enables scalable, reliable, and user-friendly data integration.