Importing Data Into HubSpot

Objects are the primary pieces of information that you’re tracking in the CRM. This could be contacts, companies, and deals, or you could have created custom objects to meet your business’ specific needs. Each object will have many individual records – the rows in your spreadsheet. You’ll store information on these records in properties – represented by columns in your spreadsheet.

Each object has specific properties that are needed in order to create new records or find and update existing records within import. These properties will be highlighted on the import mapping guide within the import tool.

Associations can be used to show the relationship between records. By creating associations between records in the CRM, your team will be able to see information across all associated records quickly and easily to do their job faster with more context.

Let’s imagine you’re importing a spreadsheet of contacts and want to associate them to the companies they work for. If you’re importing one file, simply include the company information on the same row as their associated contacts in your file. If you have two files of data, you’ll need to ensure there is a common column of data between your two files to create the association. You can also add a label that describes the relationship between these two records. 

Activities are the different engagements that your team in HubSpot has with the records in the CRM. They could be leaving notes on an open deal, meeting with a company, or calling a prospective customer. Just like you can create and associate records via import, you can create and associate activities using the import tool.

Once imported into the CRM, you can use these activities to report out on the productivity of your team, and see who your top performers are.

Create a recurring  sync between HubSpot and another tool you and your team use to ensure your data is up to date across all the systems important to your business.

Additional platforms are available to help bring your data into HubSpot. Companies like Import2 and SyncMatters provide data migration services from nearly every major CRM on the market and can help with more nuanced migration projects.

Work directly with a HubSpot consultant through all the nuances of your data migration. Build out custom solutions and ensure you’re following best practices throughout the process of moving over to the HubSpot CRM.