Import, export & exit — found from sitemap — HubSpot Sales Hub

Cited by

Facts read from this source

• Import availability Report an error

  “Available with any of the following subscriptions, except where noted: All products and plans”

• Import description Report an error

  “By uploading a spreadsheet and mapping its columns to HubSpot properties, you can create new records, update existing ones, and define relationships between them.”

• Self service transfer Report an error

  “If you're new to HubSpot and want to transfer your existing CRM data to HubSpot's CRM, you can use self-service transfer to audit and sync your data.”

• Supported activities Report an error

  “For the import tool, supported activities include calls, emails, meetings, notes, and tasks.”

• Single object import Report an error

  “Create and/or update contacts, companies, deals, tickets, appointments, courses, listings, services, calls, products, projects, orders, carts, subscriptions, and custom object records.”

• Single import tasks create only Report an error

  “Create, but not update, tasks.”

• Multi object import Report an error

  “You can import multiple objects and activities in one file, or two objects/an object and an activity in two separate files. When using two separate files, the files must contain a shared column.”

• Multi import line items Report an error

  “Create and/or update line items, but they must be associated with deals.”

• Multi import activities Report an error

  “Create, but not update, emails, meetings, notes, and tasks. Emails, meetings, and notes must be associated with an object.”

• Unique identifier record id Report an error

  “This is the default unique identifier for deals, tickets, appointments, courses, listings, services, activities, and custom objects.”

• Unique identifier custom property Report an error

  “Custom property that requires unique values: a user-created custom property that requires unique values. You can use the property as a unique identifier in your import files.”

• Association labels subscription Report an error

  “Subscription required A Professional or Enterprise subscription is required to add association labels.”

• Association labels Report an error

  “You can also import to associate records with one another and add association labels to specify the relationship between records. This includes cross-object associations such as deal to contact or same-object associations such as contact to contact.”

• Mapping guide errors scope Report an error

  “Errors: the number of errors found in up to 1,000 rows. If your file is larger than that, errors may not shown in the Mapping Guide card.”

• Manage existing values Report an error

  “Manage Existing Values: checkbox to overwrite existing values for the record in the CRM.”

• Import error management Report an error

  “During the import: manage certain errors to fix the data before it's added to your account. After the import: if there are errors following an import, review and troubleshoot the errors to add or update affected data.”

• Automatic company creation Report an error

  “Automatic company creation and association: for contacts and companies with matching email and company domains, turn on the setting to automatically create and associate companies with contacts based on the contact’s email domain.”

• Data sync Report an error

  “HubSpot data sync: 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.”

• Other import types Report an error

  “Opt-out spreadsheet imports Custom event imports Dataset imports”