![]() ![]() Select Multiple objects, then click Next.Multiple object or activity import in one file:.Calls and tasks are the only activities that can be imported on their own. ![]() Select the object or activity in your import file.Depending on the type of import, select the number of files and objects/activities:.Select File from computer, then click Next.On the Imports page, click Start an import.In the left sidebar menu, navigate to Import & Export.In your HubSpot account, click the settings settings icon in the main navigation bar.Click Import in the top right of any object index page, or access your import settings:.Once you've set up your files, to import into HubSpot: If you have data in another system and want to set up a two-way sync, learn how to connect and use HubSpot data sync rather than importing.If you have contacts with email domains that are different from their companies' domains, or if you're importing other objects, follow the instructions to associate your records via import. For contacts and companies, you can turn on the setting to automatically create and associate companies with contacts based on the contact’s email domain.There are additional ways to create, sync, or associate records that you can consider:.You can refer to sample import files to help you get started. Properly setting up your files helps you avoid import errors or incorrect data being added to your CRM. Set up your import files and confirm you have all the required fields.Learn more about objects, records, properties, and how to manage your CRM database in HubSpot.For more guidance, review import file requirements. You can follow the instructions outlined below for all imports, but there are steps that only apply to certain import types (e.g., steps to associate records in a multiple object import). Line items must be associated with deals, and emails, meetings, and notes must be associated with an object. You can create, but not update, line items, calls, emails, meetings, notes, and tasks.You can create and/or update contacts, companies, deals, tickets, and custom object records.You can import multiple objects and activities in one file, or two objects/an object and an activity in two separate files. Multiple object and activity import: import to create, update, and/or associate multiple objects and activities.You can create, but not update, calls and tasks.You can create and/or update contacts, companies, deals, tickets, products, and custom object records.Single object or activity import: import to create and/or update one object or activity.The following are the types of imports you can complete, and the objects and activities supported: You can import records, such as contacts and companies, or activities, such as an email sent to a contact or a meeting for an ongoing deal. To add or update data in bulk, you can import files into HubSpot.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |