So, you took the plunge and signed up for HubSpot’s free CRM…now what? Joining HubSpot is just the first step, the next is setting up your CRM. HubSpot’s Knowledge Base breaks down every step of the onboarding process, but the most important is importing your contacts into HubSpot’s CRM. If you’re ready to get rolling, follow the steps below to import your contacts into your new CRM.
Setting Up Your Import Files
The easiest way to bulk import contacts into HubSpot is to use an import file. You can start by exporting contacts out of your current CRM or email client. Then, modify the file so it meets HubSpot’s import file requirements.
Import File Requirements:
- File must be .csv, .xlsx, or .xls
- File should contain fewer than 250,000 objects/rows and be smaller than 150MB.
- File must have a header row, and each column header should correspond to a property that exists for object type being imported.
- File must include the following properties (labeled as such in each column header): First name, Last name and Email.
HubSpot’s Knowledge Base provides free example import files for download, so you can see the correct setup.
Free Webinar: Your Buyer: Who, What, Where, When & Why
How to Import Contacts Into HubSpot
Once you’ve gotten your import file ready, it’s time to import into HubSpot. If your file only contains contact information, then it’s a one object type. If you want to import a file with multiple objects (such as contacts, deals and notes), follow this article on HubSpot’s Knowledge Base instead.
- Navigate to your contacts, companies, deals, tickets, or products.
- Click on Import in the upper right, then click on Start an import.
- Select File from computer and click Next.
- Select One File, then Next.
- Select One object, then Next.
- Select contacts as your object type.
- Click choose a file and then select your import file. If you’ve previously exported a file from HubSpot, select the object ID to deduplicate your contacts. If your import file is from another CRM or system, you can leave that box unchecked.
- On the next screen, HubSpot will automatically match the columns in your file to contact properties based on the header. If columns do not match correctly, click the dropbox menu and choose one of the following:
- Select an existing property to map the column to.
- Select create a new property to set up a new custom property. You will likely have to choose this option if it’s your first time uploading contacts to HubSpot.
- Select don’t import column to skip the column entirely from your import.
- Once every column is matched or skipped, click Next.
- You’ll be asked to enter an Import Name. This could be “customers, prospects, etc.” Name it something that describes the contacts, or you can be as simple as “Date. Contacts. Import”
- If you would like to create a list from all your contacts, select the Create a list of contacts from this import checkbox.
- Once you’ve set up your import, click Finish import to import all contacts.
Tada! All your contacts are now imported into HubSpot. For more HubSpot tips & tricks, check out our Webinar on February 5, 2019: Your Buyer: Who, What, Where, When & Why.
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Your Buyer: Who, What, Where, When & Why
February 5, 2019 @ 12:00 pm – 1:00 pm
As you’ve heard us say in the past, your buyer is the most important piece of your marketing puzzle. (It sounds like there should be a teenager saying that rolling their eyes and saying “Duh…”, doesn’t it?) We talk about buyers a lot simply because of their importance. Frequently, a company will have multiple “typical” kinds of buyers that they target, and the sales team talks to. All of which are right. Targeting all of them is the dance us marketers do daily…but who are they?
Two of the key fundamentals of the Inbound Marketing Methodology are Buyer Personas and the Buyer’s Journey. This is what we will be tackling in this webinar – the 5 W’s:
- Who are your buyers?
- What are they looking for?
- Where do you find them?
- When are they most likely to buy?
- Why do they want to buy from you?
Need a new digital marketing or web design plan? We are a Minneapolis SEO, digital marketing, social media marketing, web design and HubSpot inbound marketing agency. Stop on by and get started – and while you’re here, pick up a free honey stick (yes, we love our bee-related theme).