Shared guide

Import companies from a CSV file in the application

Import company data into HubSpot by uploading a CSV file, mapping your data to contact properties, and ensuring legal bases are set for effective data integration and management.

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·10 steps·117 views·Published

Import company data into HubSpot by uploading a CSV file, mapping your data to contact properties, and ensuring legal bases are set for effective data integration and management.

Step-by-step Guide10 steps

  1. Click the Companies option

    This action opens the Companies section where you can manage and view information related to the companies in your CRM.

    Click the Companies option
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  2. Click the Import button

    Clicking the Import button allows you to upload new company data into the system, facilitating data integration and management.

    Click the Import button
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  3. Click the Import data button

    This action allows you to upload a file directly into your CRM, initiating a one-time import of your contacts or relevant data.

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

    This action allows you to create and update new contacts while replacing any errored values in your import. Select this option to proceed with importing contacts into HubSpot.

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

    This action allows you to select a file from your device to upload your contacts. Ensure the file meets the required format to avoid any import issues.

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

    After clicking this button, you will proceed to the next step in the contact upload process, allowing you to continue setting up and importing your contacts into HubSpot.

    Click the NextLoading button
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  7. Click the Next button

    Proceed to the next step of matching your data to contact properties in HubSpot. This action confirms your current mappings and prepares to continue the import process.

    Click the Next button
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  8. Click the Search button

    Clicking the Search button will initiate a search for your specified import file or setting in the HubSpot platform, allowing you to quickly locate related information.

    Click the Search button
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  9. Click the Legitimate Interest - Lead option

    Selecting 'Legitimate interest - Lead' sets the legal basis for processing the contact's data during the import process in HubSpot.

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

    This action completes the contact import process in HubSpot, allowing your uploaded data to be processed and integrated into your account.

    Click the Finish Import button
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