Contact and opportunity import

Contact and opportunity import lets you bring your customer list and open deals into HLB from a CSV file, or straight from HubSpot.

CSV import

Only admins can import. Your file must be a CSV with one sheet, smaller than 30 MB, with a header row. Create any custom fields in HLB before your first import. Go to Contacts and choose import, or start from the opportunities menu, then pick contacts, opportunities or both.

• Choose whether to create new records, update existing ones, or both.
• Map each column to the right field. You can skip unmapped columns and choose not to overwrite fields with empty values.
• Review, then optionally add tags, create a smart list or add contacts to a workflow.
• Track progress under bulk actions and use show stats to see successes, warnings and errors.

To create a contact you need a name, phone or email. To create an opportunity you need a contact ID, opportunity name and pipeline. If a row has both a contact and an opportunity, they are linked automatically. Only imports that created new contacts can be reverted; contact updates cannot be reverted.

HubSpot import

The HubSpot importer is in beta and available only for select users. You connect your HubSpot account, choose what to bring over and start the import. It supports contacts, deals (imported as opportunities), properties as custom fields, pipelines and stages, custom folders, notes and tasks. Before you start, turn on allow duplicates for contacts and opportunities. The import runs in the background, and a report shows what succeeded and what needs review.

Companies and custom objects can also be imported from CSV, with company import offered through Labs.

Filter HubSpot records before you import

On the preview and import step, you can filter contacts, deals, companies and tasks separately by the date they were created or last modified in HubSpot. Pick a relative range such as the last 6 months or this quarter, or exact dates with on, before, after and between, and combine conditions with AND or OR. You can apply the same filters to every object in one click, and record counts update right away so you know how many records will come over before you start. Filters are optional, so leaving them empty imports everything.

Verify email addresses during contact import

Choose email verification when importing contacts and track progress in bulk actions. Filter contacts by verification status and create saved lists to review valid and invalid addresses before sending.