Quick tipHow toSmart CRM

Download an example import file

The template includes required columns and tips.

Subscription
All tiers
Permissions
Import permission
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: Download example file creates columns for each object's required properties, with rows explaining how to fill it. For contacts, you may only need one of Email, First name or Last name. Two-file imports get one example per object.

1. In HubSpot

The relevant screen in my demo portal.

File imports list with the New records and Updated records columns highlighted
New records versus Updated records tells you whether the import matched anything.

2. Worth knowing

Include unique identifiers to avoid duplicates and associate records across files.

3. Related

Duplicates after import.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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