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Import contacts from a CSV file in the application

Import contacts from a CSV file into HubSpot to seamlessly integrate data, create or update new contacts, and ensure compliance with your specified legal processing basis.

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·10 steps·99 views·Published

Import contacts from a CSV file into HubSpot to seamlessly integrate data, create or update new contacts, and ensure compliance with your specified legal processing basis.

Step-by-step Guide10 steps

  1. Click the Contacts option

    This will take you to the Contacts section where you can view and manage your contacts.

    Click the Contacts option
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  2. Click the Import button

    Clicking the Import button allows you to upload new contacts into the system. This action opens the import dialog where you can select your source file and configure import settings.

    Click the Import button
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  3. Click the Import data button

    This action allows you to import a file directly into your CRM, facilitating the seamless integration of data from external sources.

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

    This option allows you to create and update new Contacts, as well as replace any errored values in your contact list.

    Click the Quick import (Contacts only) option
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  5. Click the Choose a File button

    This action allows you to select a file from your device to upload your contacts. Only files in CSV, XLS, and similar formats are supported for import.

    Click the Choose a File button
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  6. Click the NextLoading button

    Proceed to the next step of the file upload process for creating and updating contacts in HubSpot.

    Click the NextLoading button
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  7. Click the Next button

    By clicking the Next button, you will proceed to the following step of the contact import process, which may include reviewing or confirming imported data.

    Click the Next button
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  8. Click the Search button

    This will initiate a search function within the application, allowing you to find the necessary information or contacts quickly.

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

    Selecting the 'Legitimate interest - Lead' option specifies the legal basis for processing the contact data you are importing into HubSpot.

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

    This action completes the import process for your contacts. You will be taken to a confirmation screen, indicating that your information is secure in HubSpot.

    Click the Finish Import button
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