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How do I import contacts, companies, deals, tickets, products, or notes in HubSpot?

Use HubSpot's import tool to create or update records in bulk from a spreadsheet file (.csv, .xlsx or .xls). If you're importing contacts only and don't need extra options, you can use HubSpot's quick import tool instead.

Before you start

  • You need Import permissions and Edit permissions for the object you're importing.
  • Make sure your import file is set up correctly, with one header row whose column names match HubSpot property names where possible.
  • Emails, meetings, notes and tasks can be created by import but cannot be updated.

Import records of one object type

Use these steps when your file contains only one type of record (for example, only deals).

  1. In HubSpot, go to Data Management → Data Integration. If you see More in the main navigation, click it first. You can also click Import in the upper right of any object's index page.
  2. In the Import a file section, click Import data.
  3. Click Advanced imports (all objects).
  4. Select the object you're importing, then click Next.
  5. In the Choose how to import dropdown, select one option:
    • Create and update records: creates new records and updates existing ones.
    • Create new records only: skips records that already exist.
    • Update existing records only: skips new records. Your file must include a unique identifier.
  6. Click choose a file and select your import file. You can also paste data copied from a spreadsheet. If your column headers aren't in your account's default language, select the header language. Click Next.
  7. Confirm your unique identifier:
    • Record ID works for any object. Rows without a Record ID become new records. If you include Record ID, it takes priority over other identifiers.
    • Email is the identifier for contacts.
    • Company domain name is the identifier for companies (e.g., example.com).
    • For deals, tickets and other objects without a built-in identifier, use Record ID to update existing records.
  8. Review the column mapping. For any column that isn't matched correctly, use the HubSpot Property dropdown to:
    • Select an existing property.
    • Click Create new property to set up a custom property.
    • Set Import As to Don't import column to skip it. To skip all unmatched columns, select Don't import data in unmapped columns.
    • Select Don't overwrite if you don't want to replace existing values for that property.
  9. Click Next.
  10. Enter an Import name, then select the Consent checkbox to confirm these contacts expect to hear from you and the file isn't a purchased list.
  11. Set any additional options that apply:
    • Create a contact segment from the imported contacts.
    • Legal basis for processing data, if data privacy settings are turned on.
    • Marketing contact status, if you use Marketing Hub.
    • Enrich records, to fill in company and contact details automatically.
    • Date and time format, Time zone and Number format, so values import correctly.
  12. Click Finish import. HubSpot shows the import's progress and an estimated completion time.

Import multiple object types in one file

Use these steps when one file contains different types of records (for example, contacts, deals and notes). Records in the same row are associated with each other when imported.

  1. Go to Data Management → Data Integration (or click Import on any object index page), then click Import data.
  2. Click Advanced imports (all objects).
  3. Select all object types in your file, then click Next.
  4. Select Single file.
  5. For each object, use the Choose how to import dropdown to choose create and update, create only, or update only.
  6. Upload or paste your file, then click Next.
  7. Map each column. In the dropdown, first choose which object the column belongs to, then choose the property. Confirm the unique identifier for each object (Record ID, Email or Company domain name).
  8. Skip any columns you don't need, or select Don't import data in unmapped columns.
  9. Click Next, enter an Import name, select Consent, and set any additional options.
  10. Click Finish import.

Note on notes: every note must include a Note body column and be associated with a record in the same row. Existing notes can't be updated by import.

Tip: to associate one record with several others (for example, one contact with two deals), use one row for each association. When using Create and update, HubSpot treats identical data for an object across rows as the same record [2].

If the import has errors, open the import from the Imports page to view and download the error report.

eferences
[1] HubSpot – Import records for multiple objects (updated Mar 6, 2026)
[2] HubSpot – Set up import files (2026)
[3] HubSpot – Understand the import tool (2026)
[4] HubSpot – Import records for a single object (updated Jul 22, 2026)
[5] Gate 39 Knowledge Base – current article