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Import and clean contact data in HubSpot

Import and clean contact data in HubSpot by navigating through the Contacts section, uploading files, and finalizing import settings to ensure accurate and organized data…

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·11 Schritte·93 Aufrufe·Veröffentlicht

Import and clean contact data in HubSpot by navigating through the Contacts section, uploading files, and finalizing import settings to ensure accurate and organized data integration.

Step-by-step Guide11 Schritte

  1. Click the Contacts option

    Selecting 'Contacts' will display your list of contacts within the CRM, allowing you to manage and interact with your saved contacts.

    Click the Contacts option
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  2. Click the Import button

    This action will initiate the process to import new contacts or data into the Contacts section. Follow the prompts that appear to complete the import procedure.

    Click the Import button
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  3. Click the Import data button

    This action opens a dialog where you can upload a file directly into your CRM system for data integration.

    Click the Import data button
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  4. Click the Quick import (Contacts only) option

    This action initiates the quick import process for creating and updating new contacts while replacing any errored values in your dataset.

    Click the Quick import (Contacts only) option
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  5. Click 'choose a file' to upload contacts

    By clicking 'choose a file', you can select a file to upload your contacts into the system. Ensure that the file meets the import property requirements for successful processing.

    Click 'choose a file' to upload contacts
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  6. Click the NextLoading button

    After clicking the NextLoading button, you will proceed to the next step in the contact upload process, where you can finalize and confirm your contact import settings.

    Click the NextLoading button
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  7. Click the Next button

    Proceed to the next step in the contact creation process, where you can review or finalize the entered information.

    Click the Next button
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  8. Click the Search field

    Clicking the Search field allows you to enter criteria to find specific legal bases for processing contacts' data during the import process.

    Click the Search field
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  9. Click the Legitimate interest - Lead option

    Selecting this option will set the legal basis for processing the contacts' data during your import. Make sure to confirm this is the appropriate choice for your contacts.

    Click the Legitimate interest - Lead option
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  10. Click the Finish Import button

    This action will finalize the contact import process in HubSpot, ensuring that your data is saved and ready for use.

    Click the Finish Import button
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  11. Click the Clean up your import link

    This action will initiate the process to fix any formatting issues in your imported contacts, ensuring the data is correctly organized and usable.

    Click the Clean up your import link
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