Import and associate all of the data that's important to your business.
You do business with more than just contacts. You’re also engaging with companies, closing deals, and resolving tickets. Maybe you even have a custom object or two. Regardless of how you track your data, import enables you to quickly reflect your business processes in HubSpot. Associate your data across objects to provide additional context and give your team the full picture of who you’re doing business with.
Make data mapping and error validation easy.
The only thing worse than cleaning a spreadsheet of data is realizing you skipped cleaning a column of data after you finished your import. That’s why HubSpot’s import tool does work up front to auto-map your data to existing HubSpot properties and surface errors in your spreadsheet before you finish your import. This way, you can rest assured that your data will be clean and actionable from the start.
Take action on your data immediately.
Once your data’s in HubSpot, you’re off to the races. Auto-fill missing contact or company information using AI. Fix small formatting issues with our data quality tools. Create filtered views for specific reps or spin up automations to take the busy work out of managing your data. With your data accurately reflected in the CRM, you’re able to focus less on data management and more on growing your business.
Objects
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 to create new records or find and update existing records within the import. These properties will be highlighted on the import mapping guide within the import tool.
Associations
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 with 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
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.
Data Sync
Third-Party Integrations
HubSpot Technical Consultant
API Endpoints
If you have technical resources at your disposal, HubSpot's APIs will help you automate your data migration and customize the data ingestion to meet your specific needs.