HubSpot Data Import: Tips and Hints (2018)
Why You Should Provide Hubspot Data Import
It is easy to get caught up in what you and your team want from a CRM. And in the process of selecting and migrating to the new CRM, remember what’s best for the business. Whether you used sticky notes or Excel as a system of records, or some CRM system, now you look for improvements in workflow, precise metrics, and holistic view of customers for sales, marketing and support team. Once you realize HubSpot CRM is a disruptive gamechanger, appears a logical question - How to import data into HubSpot CRM?
There are a few different ways to deal with this task. Yet, before describing them, it is important to understand the structure of HubSpot CRM and what things you (may) need during HubSpot data import.
Despite HubSpot CRM comes as an intuitive solution, data migration can be a quite cumbersome project. To facilitate the process, make sure you have time and resources to proceed it.
Data Structuring Ahead
CRMs store data on objects - these are types of records that store a certain category of information. If we take the object, its data also store properties with characteristics about contained object. There is much less guessing involved during import into HubSpot CRM due to 4 basic objects: contacts, companies, deals, and tasks. Storing different types of information, each object can be linked to another in a certain manner. Let’s take a brief view of each one.
Contacts include your teams' calls, sends emails, in other words, things that help you maintain business relationships. Within this record, CRM stores First Name, Last Name, Email, and Phone Number as well as interaction history. Each contact can be associated with multiple deals and tasks, thus, only to one company.
Companies are the businesses where your contacts work. This record can contain Name, Domain, Industry, and Phone Number. Here you may also store the location, a number of employees, revenue information, etc. Companies can be associated with multiple contacts, deals, and tasks.
Deals help to keep track of the sales process and revenue of expected closed sale. Every deal will go through a set of stages since the beginning of the sale, as well it will contain the expected profit, date of closing up, and a person who manages it. You can associate each deal with one company and multiple contacts.
Tasks remind you to keep an eye on the contacts, companies, and deals. This object can contain information about the topic, responsible for accomplishing it, due time, and what it relates to. Tasks can be associated either with contact, company, and deal or with multiple objects.
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HubSpot Data Import: How to Prepare?
Data importing plays a critical role in business workflow, and the last thing you want is to lose time, resources, and historical data. To retain the strength of your data, make sure it is clean. So, when you polish it, pay attention to:
- HubSpot CRM deduplicates contacts by email address (after adding into system);
- In the same way, system deduplicates companies by Domain Name, but
- CRM has no deduplication for deals and tasks,
- Make the migration more efficient by creating custom properties you require before setting up your HubSpot import.</li >
For good note-taking, take a small sample of data and run a test import to see how everything will go. If everything went as planned, you are good to continue.
How to Provide HubSpot Data Import
When you cleaned your data and prepared for data import, you are on the right path, and it’s time to select migration method. While it might sound contradictory, the best option for your business depends on data type and internal resources. Let’s unpack some approaches to HubSpot CRM importing.
Please, bear in mind that Trujay, an automated migration service holds discount on HubSpot data import. That means you will get up to 50% more advantages yet pay less money.
Learn more about the mentioned discount and get your own special offer.
Data Import from CSV Files
You can provide your contact database HubSpot data import by means of a CSV file. While preparing this file, ensure you have included a header row with all necessary value properties. In this line of thought, including the email column to get data deduplicated after importing.
To import file, navigate to your HubSpot CRM account, go to contacts > all contacts. Click Import. Click Start a new import. Choose the .csv file you want to import by clicking Select a file or by dragging the file into the window. When file selected, click Upload. On the Import detail page, enter a name of your file. Then choose a Lifecycle Stage for your imported contacts. After you’ve set the options, click Next, map your properties. HubSpot will automatically match the columns in your .csv file to your contact properties. You can choose not to import a column by unchecking the corresponding box to the left. Place your initials in the field to confirm your selections. Click Finish import to import your contacts.
As well, feel free to read an article on How to Migrate Data from CSV Files into CRM With All Relations Between Modules
Third-Party Service Data Switch
Encounter a challenge of HubSpot data import, an automated migration tool Trujay will help you to resolve it quickly and efficiently. The solution supports CSV files import and automated data transfer with an ability to map your records. If you move from the CRM to HubSpot, there will be no disruption in the uptime. Plus, you can get a package service with support and customizations to make this action as easy and barrier-free as possible.
HubSpot Technical Support
Once you are starting with a CRM and selected HubSpot, you can make use of CRM Migration and Setup to get quality HubSpot data import and undisrupted business workflow. This is a technical assistant from HubSpot expert who will help with sales data migrating and tuning the system up during 60 days. Besides, you will get aid with integrations, database settings, and sales team training to make them advanced users.
HubSpot data import can bring you a wide range of perspectives and opportunities.
Take these data importing tips and hints, catch your up to 50% discount from Trujay, and enforce a new way of doing business by launching free HubSpot CRM Demo Import.