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</div> </div></div> <div id="hs_cos_wrapper_Support_Announcements_Banners" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-alert" class="alert transparent"> </div> <script nonce="ea79w5P4PsBfwx1dn3seiQ=="> let userLang = "en"; // console.log(`user lang: ${userLang}`); const injectContent = (results) => { let promoBar = document.querySelector('#kb-alert'); results.forEach(result => { // console.log(result); if (result.message.length) { if (document.querySelector('#kb-alert.transparent')) { document.querySelector('#kb-alert.transparent').classList.remove('transparent'); } let messageWrapper = document.createElement('div'); messageWrapper.classList.add('hs-page-width-normal'); let message = document.createElement('p'); message.classList.add("banner-message-text"); message.innerHTML = result.message.trim(); promoBar.appendChild(messageWrapper); messageWrapper.appendChild(message) if 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match'); injectContent(results); data.lang = userLang; data.messages = results; sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(data)); } } else { // console.log('pB() injecting'); injectContent(results); // console.log(JSON.stringify(results)); messageData = { lang: userLang, messages: results } sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(messageData)); } } // console.log(userLang); if (sessionStorage.getItem('HSSupportAnnouncements')) { // console.log('announcements found'); let data = JSON.parse(sessionStorage.getItem('HSSupportAnnouncements')); // console.log(typeof data, data); if (userLang === data.lang) { // console.log('lang match'); injectContent(data.messages); } else { // console.log('no lang match'); } } </script> <script src="https://script.google.com/macros/s/AKfycbySpmgzEjP1bEnrLD5xM_fdMOxDn47Kt9buJO9HtQER7pZmhu0/exec?lang=en&type=kb&callback=processBanner" async nonce="ea79w5P4PsBfwx1dn3seiQ=="> </script></div> <div id="kb-main-content" name="kb-main-content"></div> </div> <main class="kb-blog-post-body template-centered template-padding"> <div class="body-container--blog-post"> <div id="hs_cos_wrapper_Primary_topic_field" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"></div> <div id="hs_cos_wrapper_module_15971907006672" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section class="breadcrumb-lang-picker"> <div class="breadcrumb-container"> <nav class="kb-breadcrumbs"> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-core" href="/zh-tw/"> <span>知識庫</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/zh-tw/crm"> <span>CRM</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/zh-tw/crm/topics#import-and-export"> <span>匯入與匯出</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>導入記錄和活動</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="l10n-disclaimer" class="alert"><strong>請注意：</strong>：這篇文章的翻譯只是為了方便而提供。譯文透過翻譯軟體自動建立，可能沒有經過校對。因此，這篇文章的英文版本應該是包含最新資訊的管理版本。你可以在<a id="l10n-link" href="">這裡</a>存取這些內容。</div> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="十一月 21, 2022" itemprop="datePublished"> <meta content="客戶支援" itemprop="author"> <meta content="https://knowledge.hubspot.com/zh-tw/import-and-export/import-objects" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">導入記錄和活動</span></h1> <p class="last-updated">上次更新時間： <span itemprop="dateModified">  十一月 8, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>可与下列任何一种<a href="https://knowledge.hubspot.com/zh-tw/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">订阅</a>一起使用，除非有说明：</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">所有產品和版本</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>若要<a href="https://www.hubspot.com/products/crm/contact-management?hubs_content=knowledge.hubspot.com%2Fcrm-setup%2Fimport-objects&hubs_content-cta=add%2For%2Fupdate%2Fdata%2Fin%2Fbulk" rel="noopener" target="_blank">大量新增或更新數據</a>，您可以將<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">檔案</a>匯入 HubSpot。您可以匯入記錄（例如聯絡人和公司）或活動（例如發送給聯絡人的電子郵件或正在進行的交易的會議）。</p> <p>以下是您可以完成的匯入類型以及支援的物件和活動：</p> <ul><li><strong>單一物件或活動匯入</strong>：匯入以建立和/或更新一個物件或活動。在單一物件匯入中：<ul><li>您可以建立和/或更新聯絡人、公司、交易、票證、通話、產品和<a href="https://knowledge.hubspot.com/zh-tw/object-settings/create-custom-objects" rel="noopener" target="_blank">自訂物件</a>記錄。</li></ul></li></ul> <ul><li style="list-style-type: none;"><ul><li>您可以建立任務，但<span style="text-decoration: underline;">不能</span>更新任務。</li></ul></li><li><strong>多個物件和活動匯入</strong>：匯入以建立、更新和/或關聯多個物件和活動。您可以在一個文件中匯入多個物件和活動，或在兩個單獨的文件中匯入兩個物件/一個物件和一個活動。在多物件匯入中：<ul><li>您可以建立和/或更新聯絡人、公司、交易、票證、呼叫和<a href="https://knowledge.hubspot.com/zh-tw/object-settings/create-custom-objects" rel="noopener" target="_blank">自訂物件</a>記錄。您可以建立和/或更新訂單項，但它們<span style="text-decoration: underline;">必須</span>與交易關聯。</li><li>您可以建立但<span style="text-decoration: underline;">不能</span>更新電子郵件、會議、筆記和任務。電子郵件、會議和筆記必須與物件關聯。</li></ul></li></ul> <p>您可以按照<a href="#import-records-and-activities" rel="noopener">下面概述的說明</a>進行所有匯入，但有些步驟僅適用於某些匯入類型（例如，在多物件匯入中關聯記錄的步驟）。如需更多指導，請查看<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">導入文件要求。</a></p>  <h2>導入之前</h2> <p>開始導入之前：</p> <ul><li>對於要匯入 HubSpot 的物件記錄，您必須具有<a href="https://knowledge.hubspot.com/zh-tw/user-management/hubspot-user-permissions-guide#crm-tools" rel="noopener" style="font-style: normal;">匯入</a>權限和<a href="https://knowledge.hubspot.com/zh-tw/user-management/hubspot-user-permissions-guide#object-access" rel="noopener" style="font-style: normal;">編輯</a>權限。</li><li>詳細了解物件、記錄、屬性以及如何在 HubSpot 中<a href="/get-started/manage-your-crm-database" rel="noopener" target="_blank">管理 CRM 資料庫</a>。</li><li> <a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">設定匯入檔案</a>並確認您具有所有必填欄位。正確設定檔案可協助您避免匯入錯誤或將不正確的資料新增至 CRM。您可以參考<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#sample-import-files">範例匯入文件</a>來幫助您入門。</li><li>您可以考慮使用其他方法來建立、同步或關聯記錄：<ul><li>對於聯絡人和公司，您可以啟用設定以根據聯絡人的電子郵件網域<a href="https://knowledge.hubspot.com/zh-tw/object-settings/automatically-create-and-associate-companies-with-contacts">自動建立公司並將其與聯絡人關聯</a>。如果您的聯絡人的電子郵件網域與其公司的網域不同，或者您要匯入其他對象，請依照指示透過匯入關聯您的記錄。</li><li>如果您在另一個系統中有資料並且想要設定雙向同步，請了解如何<a href="https://knowledge.hubspot.com/zh-tw/integrations/connect-and-use-hubspot-data-sync">連接和使用 HubSpot 資料同步</a>而不是匯入。</li></ul></li></ul> <h2>導入記錄和活動</h2> <p><a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">設定好檔案</a>後，導入 HubSpot：</p> <ul><li>按一下任何<a href="https://knowledge.hubspot.com/zh-tw/records/view-and-filter-records">物件索引頁面</a>右上角的<span style="font-weight: bold;">「匯入」</span> ，或造訪您的匯入設定：<ul><li> 在你的 HubSpot 帳戶中，點擊頂端導覽列中的<span class="ss-icon-font">settings</span>「設定圖示」。</li><li>在左側邊欄選單中，導覽至<strong>「匯入和匯出」</strong> 。</li><li>按一下<strong>“執行”進行導入</strong>。</li></ul></li><li>在<em>「導入」</em>頁面上，按<strong>一下「導入檔案」</strong> 。</li><li>若要匯入記錄和活動，<strong>請開始匯入</strong>。您也可以選擇<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/repeat-a-past-import" rel="noopener" target="_blank"><strong>「重複過去的匯入」</strong></a>以使用與先前匯入相同的屬性來完成匯入，或選擇匯入選擇<a href="/marketing-email/import-an-opt-out-list" rel="noopener" target="_blank">退出清單</a>、 <a href="/reports/create-custom-behavioral-events-with-the-code-wizard#import-event-data" rel="noopener" target="_blank">自訂事件</a>或<a href="/data-management/import-csv-files-to-create-datasets" rel="noopener" target="_blank">資料集</a>。</li><li>選擇匯入檔案中的<strong>物件</strong>或<strong>活動</strong>，然後按一下<strong>「下一步」</strong> 。</li><li>如果您要匯入兩個物件/活動，請選擇要上傳的檔案數量。<ul><li><strong>單一文件</strong>：兩個關聯的物件/活動都在<a href="/import-and-export/set-up-your-import-file#one-file" rel="noopener" target="_blank">同一個文件</a>中。</li><li><strong>多個文件</strong>：您有<a href="/import-and-export/set-up-your-import-file#two-files" rel="noopener" target="_blank">兩個文件</a>，每個文件中有一個物件/活動。</li></ul></li></ul> <ul><li>按<strong>一下「選擇檔案」，</strong>然後選擇您的匯入<strong>檔案</strong>。對於<a href="/import-and-export/set-up-your-import-file#two-files" rel="noopener" target="_blank">兩個檔案</a>匯入，您需要為每個物件或活動選擇一個檔案。<span style="color: #33475b;">若要根據您選擇的<a href="/import-and-export/download-example-import-file" rel="noopener" target="_blank">物件產生範例文件</a>，請按一下<span style="font-weight: bold;">下載範例文件</span>。</span></li><li><a data-hs-anchor="true" id="choose-how-to-import"></a>按一下每個物件/活動的<strong>選擇如何匯入 [物件/活動]</strong>下拉式選單，然後選擇如何匯入資料：</li></ul> <img alt="choose-how-to-import" height="191" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/choose-how-to-import.png?width=500&height=191&name=choose-how-to-import.png" style="height: auto; max-width: 100%; width: 500px; margin-left: auto; margin-right: auto; display: block;" width="500" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/choose-how-to-import.png?width=250&height=96&name=choose-how-to-import.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/choose-how-to-import.png?width=500&height=191&name=choose-how-to-import.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/choose-how-to-import.png?width=750&height=287&name=choose-how-to-import.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/choose-how-to-import.png?width=1000&height=382&name=choose-how-to-import.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/choose-how-to-import.png?width=1250&height=478&name=choose-how-to-import.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/choose-how-to-import.png?width=1500&height=573&name=choose-how-to-import.png 1500w" sizes="(max-width: 500px) 100vw, 500px"> <ul><li style="list-style-type: none;"><ul><li><strong>建立和更新[記錄/活動]</strong> ：匯入將建立新的記錄和活動，以及識別和更新現有記錄。若要建立新記錄或活動，您的檔案必須包含<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#required-properties" rel="noopener" target="_blank">該物件/活動所需的屬性。</a>若要更新現有記錄，您的文件必須包含<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#unique-identifier" rel="noopener" target="_blank">唯一識別碼。</a></li><li><strong>僅建立新的[記錄/活動]</strong> ：匯入將<span style="text-decoration: none;">僅</span>建立新的記錄和活動。匯入文件中的現有記錄將被忽略。若要建立新記錄或活動，您的檔案必須包含<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#required-properties" rel="noopener" target="_blank">該物件/活動所需的屬性。</a></li><li><strong>僅更新現有[記錄/活動]</strong> ：匯入將僅更新現有記錄。匯入文件中的新記錄或活動將被忽略。若要更新現有記錄，您的文件必須包含<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#unique-identifier" rel="noopener" target="_blank">唯一識別碼</a>。</li></ul></li></ul> <p class="alert"><strong>請注意：</strong>無論您選擇如何匯入數據，電子郵件、會議、筆記和任務<span style="text-decoration: underline;">都無法</span>透過匯入進行更新。</p> <a data-hs-anchor="true" id="same-object-association-import"></a> <ul><li>如果您要匯入相同物件關聯，請選取<strong>相同物件關聯</strong>複選框。</li><li>如果您要匯入<a href="https://knowledge.hubspot.com/zh-tw/account-management/change-your-language-and-region-settings#customize-default-user-language-date-and-number-format">預設語言</a>以外的數據，請按一下<span style="font-weight: bold;">「選擇檔案中列標題的語言」</span><span style="font-weight: normal;">下拉式選單</span>，然後選擇<span style="font-weight: bold;">語言</span>。選擇正確的語言使 HubSpot 能夠更好地將列標題與現有的預設屬性相符。如果您選擇的語言沒有符合項，HubSpot 會將搜尋英文屬性進行比對。</li><li>按一下<strong>“下一步”</strong> 。</li><li>如果您要匯入並<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#import-multiple-objects-in-two-files" rel="noopener" target="_blank">關聯兩個文件中的兩個對象</a>，請指示兩個文件中包含哪一列：<ul><li>按<strong>一下檔案下拉式選單中的公共列標題</strong>，然後選擇公共列的<strong>名稱</strong>。</li><li>點選<span style="font-weight: bold;">哪個物件是 [公共列] 的唯一鍵？</span>下拉式選單，然後選擇屬性應匯入的<span style="font-weight: bold;">物件</span>。例如， <a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#multiple-objects-with-associations">如果您要匯入聯絡人和公司</a>，並使用<span style="font-style: italic;">公司名稱</span>作為公共資料列，請選擇<span style="font-style: italic;">公司</span>將此資料上傳至公司記錄。</li></ul></li><li>按一下<strong>“下一步”</strong> 。</li><li><a data-hs-anchor="true" id="map-columns"></a>在將檔案中的欄位對應到<em>[物件/活動] 屬性畫面上，HubSpot 將根據標題、標題語言和屬性名稱將檔案中的欄位</em>對應到所選物件或活動的屬性。如果您匯入了兩個文件，每個物件或活動都會有一個映射頁面。</li><li><span style="font-style: italic;">映射指南</span>顯示建立和/或更新物件或活動所需的屬性。如果您的檔案缺少完成匯入目標所需的任何屬性（例如，您<a href="#choose-how-to-import" rel="noopener">選擇更新現有交易</a>但未包含<span style="font-style: italic;">記錄 ID</span>列），則應修復<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">匯入檔案</a>並重新啟動匯入以避免錯誤。</li><li>在<span style="font-style: italic;">「預覽資訊」欄</span>位中，可以預覽電子表格的前三行。<ul><li>如果沒有偵測到錯誤，在「對應」欄位<em>中將</em>會有一個<span class="ss-icon-font notranslate" translate="no">success</span><strong>複選標記</strong>。</li><li>如果偵測到<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/troubleshoot-import-errors#resolve-errors-during-an-import">某些錯誤</a>，在<span style="font-style: italic;">「對應」</span>欄位中將出現一個<span class="ss-icon-font notranslate" translate="no">exclamation</span><span style="font-weight: bold;">警報</span><span style="font-weight: bold;">圖標</span>，並顯示錯誤數量。按一下<span style="font-weight: bold;">[x] 錯誤</span>以<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/troubleshoot-import-errors#resolve-errors-during-an-import">了解如何解決這些錯誤。</a></li></ul></li></ul> <p><img alt="import-preview-validation" height="183" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/import-preview-validation.png?width=700&height=183&name=import-preview-validation.png" style="width: 700px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;" width="700" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/import-preview-validation.png?width=350&height=92&name=import-preview-validation.png 350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/import-preview-validation.png?width=700&height=183&name=import-preview-validation.png 700w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/import-preview-validation.png?width=1050&height=275&name=import-preview-validation.png 1050w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/import-preview-validation.png?width=1400&height=366&name=import-preview-validation.png 1400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/import-preview-validation.png?width=1750&height=458&name=import-preview-validation.png 1750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/import-preview-validation.png?width=2100&height=549&name=import-preview-validation.png 2100w" sizes="(max-width: 700px) 100vw, 700px"></p> <ul><li>如果任何列對應到錯誤的物件或活動屬性，請按一下匯入<em>為</em>列中的<strong>下拉式選單</strong>，然後選取正確的<strong>[物件/活動] 屬性。</strong></li></ul> <p><img alt="mapping-page-activities-import" height="327" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/mapping-page-activities-import.gif?width=750&height=327&name=mapping-page-activities-import.gif" style="height: auto; max-width: 100%; width: 750px;" width="750" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/mapping-page-activities-import.gif?width=375&height=164&name=mapping-page-activities-import.gif 375w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/mapping-page-activities-import.gif?width=750&height=327&name=mapping-page-activities-import.gif 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/mapping-page-activities-import.gif?width=1125&height=491&name=mapping-page-activities-import.gif 1125w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/mapping-page-activities-import.gif?width=1500&height=654&name=mapping-page-activities-import.gif 1500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/mapping-page-activities-import.gif?width=1875&height=818&name=mapping-page-activities-import.gif 1875w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/mapping-page-activities-import.gif?width=2250&height=981&name=mapping-page-activities-import.gif 2250w" sizes="(max-width: 750px) 100vw, 750px"></p> <ul><li>如果您要匯入以<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#same-object-association-imports-beta" rel="noopener" target="_blank">關聯相同的物件記錄</a>，請將關聯記錄的唯一識別碼屬性對應為關聯。為此，在唯一識別符行中：<ul><li>在<em>匯入為</em>列中，按一下<strong><a data-insert="true">下拉式</a>選單</strong>，然後選擇<strong>關聯</strong>。</li><li>在<em>HubSpot 屬性</em>列中，按一下<strong>選擇屬性</strong>下拉式選單，然後選擇<strong>唯一識別符屬性</strong>（例如，<em>電子郵件</em>、<em>記錄 ID</em> ）。</li></ul></li></ul> <ul><li>如果任何列未對應到現有屬性，或對應到錯誤的屬性，請按一下<em>HubSpot 屬性</em>列中的<strong>下拉式功能表</strong>。在下拉式選單中，您可以執行下列操作之一：<br><ul><li>若要將列對應到現有屬性，請搜尋並選擇現有<strong>屬性</strong>。您可以將滑鼠懸停在屬性上以查看其詳細信息，並確保在選擇之前映射到正確的屬性。</li><li>若要設定新的自訂屬性（僅限物件），請按一下<strong>「建立新屬性」</strong> ，然後在右側面板中<a href="https://knowledge.hubspot.com/zh-tw/properties/create-and-edit-properties" rel="noopener" target="_blank">設定您的屬性</a>。列中的資料將會對應到這個新的自訂屬性。</li></ul></li></ul> <ul><li>若要跳過從單一行匯入數據，請按一下<em>「匯入為」</em>列中的<strong>下拉式選單</strong>，然後選擇<strong>「不匯入列」</strong> 。若要跳過從所有未映射列匯入數據，請選取右下角的<strong>不匯入未映射列中的資料</strong>複選框。</li></ul> <a data-hs-anchor="true" id="record-id"></a> <ul><li>如果您要更新現有記錄，或希望在關聯跨物件記錄時避免重複，請確保您已對應正確的<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#glossary" rel="noopener" target="_blank">唯一識別碼</a>（例如，<span style="font-style: italic;">記錄 ID</span> 、<span style="font-style: italic;">電子郵件</span>、<span style="font-style: italic;">公司網域名稱</span>或自訂唯一值屬性）：<br><ul><li><strong>記錄 ID</strong> ：將列對應到<strong> </strong>在 HubSpot 屬性列中記錄 ID。如果文件中的行不包含<em>記錄 ID</em>的值，則會建立新記錄。</li></ul></li></ul> <p><img alt="record-id-import" height="320" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/record-id-import.png?width=500&height=320&name=record-id-import.png" style="width: 500px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;" width="500" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/record-id-import.png?width=250&height=160&name=record-id-import.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/record-id-import.png?width=500&height=320&name=record-id-import.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/record-id-import.png?width=750&height=480&name=record-id-import.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/record-id-import.png?width=1000&height=640&name=record-id-import.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/record-id-import.png?width=1250&height=800&name=record-id-import.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/record-id-import.png?width=1500&height=960&name=record-id-import.png 1500w" sizes="(max-width: 500px) 100vw, 500px"></p> <a data-hs-anchor="true" id="custom-unique-value-properties"></a> <ul><li style="list-style-type: none;"><ul><li><strong><em>電子郵件</em></strong>（僅限聯絡人）或<strong><em>公司網域名稱</em></strong>（僅限公司）：將該欄位對應到 HubSpot 屬性列中的對應屬性。</li><li><span style="font-weight: bold;">需要唯一值的自訂屬性</span>（僅限聯絡人、公司、交易、票證和自訂物件）：如果您<a href="https://knowledge.hubspot.com/zh-tw/properties/create-and-edit-properties#unique-value-properties" rel="noopener" target="_blank">建立了需要唯一值的屬性</a>，請將該列對應到 HubSpot 屬性列中的該屬性。如果您要匯入多個唯一值屬性，則在完成匯入之前，您需要在<span style="font-style: italic;">「詳細資料」</span>頁面上選擇要用作識別碼的屬性。</li></ul></li></ul> <div class="alert"><p><strong>請注意：</strong><span style="font-weight: normal;">當使用某些唯一識別碼時，</span><strong> </strong><span style="font-weight: normal;">以下行為適用：</span></p><ul><li>如果您使用記錄 ID 作為唯一標識符，它將取代匯入中包含的任何其他唯一標識符。</li><li>如果您使用<a href="https://knowledge.hubspot.com/zh-tw/properties/create-and-edit-properties#unique-value-properties" rel="noopener" target="_blank">需要唯一值作為唯一識別碼的自訂屬性</a>：<ul><li>對於<span style="text-decoration: underline;">公司</span>來說，<span style="font-style: italic;">公司網域</span>屬性將不再需要唯一值。</li><li>對於<span style="text-decoration: underline;">聯絡人</span>，<em>電子郵件</em>屬性仍然需要唯一的值。</li></ul></li><li>對於<span style="text-decoration: underline;">聯絡人</span>，如果您使用現有聯絡人的<a href="https://knowledge.hubspot.com/zh-tw/records/add-multiple-email-addresses-to-a-contact" rel="noopener" target="_blank">輔助電子郵件地址</a>作為唯一識別符，只要您<span style="text-decoration: underline;">不在</span>文件中包含<span style="font-style: italic;">「記錄 ID」</span>列，輔助電子郵件地址就<span style="text-decoration: underline;">不會</span>取代主電子郵件地址。如果您在文件中同時包含輔助電子郵件地址和<span style="font-style: italic;">記錄 ID</span> ，則匯入時輔助電子郵件地址將取代主電子郵件地址。</li></ul></div> <br> <ul><li>如果您要更新記錄，請勾選<em>「管理現有值」</em>列中的<strong>複選框</strong>，以防止匯入覆蓋記錄的現有屬性值。為屬性選擇此選項時，匯入<span style="text-decoration: underline;">不會</span>更新已具有值的記錄的屬性，但<span style="text-decoration: underline;">會</span>更新新記錄或沒有目前屬性值的現有記錄的屬性。<ul><li>若要防止匯入覆蓋各個屬性的現有值，請選取屬性行中的<strong>不覆寫</strong>複選框。</li><li>若要防止匯入覆蓋匯入中包含的<span style="text-decoration: underline;">所有</span>屬性的現有值，請選取表格頂部的<strong>核取方塊</strong>。</li></ul></li></ul> <ul><li>如果您要匯入並<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#association-and-deduplication-requirements" rel="noopener" target="_blank">關聯</a>對象，請匯入<a href="https://knowledge.hubspot.com/zh-tw/object-settings/create-and-use-association-labels" rel="noopener" target="_blank">關聯標籤</a>（僅限<span style="font-style: italic;">Professional</span>和<span style="font-style: italic;">Enterprise</span> ）：<ul><li>按<span style="font-style: italic;">一下「匯入為</span>」列中的<span style="font-weight: bold;">下拉式選單</span>，然後選擇<span style="font-weight: bold;">「關聯標籤」</span> 。匯入新的關聯標籤<span style="text-decoration: underline;">不會</span>覆蓋現有的關聯標籤。匯入的標籤將作為附加關聯標籤新增至記錄。了解如何<a href="https://knowledge.hubspot.com/zh-tw/object-settings/create-and-use-association-labels#set-or-update-record-association-labels" rel="noopener" target="_blank">手動從記錄中刪除關聯標籤。</a></li><li>匯入兩個物件時， <em>HubSpot 屬性</em>列會自動填入您要匯入的物件的物件關係（例如，聯絡人和公司）。若要匯入兩個以上對象，請選擇關聯標籤描述其關係的兩個<strong>對象</strong>。</li></ul></li></ul> <p><img alt="map-association-label (1)" height="97" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/map-association-label%20(1).gif?width=700&height=97&name=map-association-label%20(1).gif" style="height: auto; max-width: 100%; width: 700px; margin-left: auto; margin-right: auto; display: block;" width="700" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/map-association-label%20(1).gif?width=350&height=49&name=map-association-label%20(1).gif 350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/map-association-label%20(1).gif?width=700&height=97&name=map-association-label%20(1).gif 700w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/map-association-label%20(1).gif?width=1050&height=146&name=map-association-label%20(1).gif 1050w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/map-association-label%20(1).gif?width=1400&height=194&name=map-association-label%20(1).gif 1400w, 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id="create-list-from-import"></a>如果您要匯入聯絡人：<br><ul><li>若要自動建立匯入的聯絡人<a href="/lists/create-active-or-static-lists" rel="noopener" target="_blank">列表</a>，請選取<strong>從此匯入建立</strong><strong>聯絡</strong>人清單複選框。即使您匯入只是為了將現有聯絡人新增至清單（即，具有<em>電子郵件</em>或<em>記錄 ID</em>值但沒有新屬性值的檔案），這些記錄仍將作為<em>更新記錄</em>包含在<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/view-and-analyze-previous-imports#view-past-imports" rel="noopener" target="_blank">匯入歷史記錄表和各個匯入的記錄中。</a></li><li>若要同意聯絡人希望收到您的訊息並且您的匯入文件不包含購買的列表，請選取<strong>核取方塊</strong>。了解<a href="https://legal.hubspot.com/acceptable-use" rel="noopener" target="_blank">更多有關HubSpot 可接受使用政策的資訊。</a></li><li>如果您已在帳戶中啟用<a href="/privacy-and-consent/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-account" rel="noopener" target="_blank">資料隱私設置</a>，請點擊<span style="font-weight: bold;">設定處理聯絡人資料的法律依據</span>下拉選單，然後選擇<a href="/contacts/how-can-i-track-lawful-basis-of-processing-in-hubspot#:~:text=your%20specific%20situation.-,View%20the%20property%20and%20understand%20each%20legal%20basis,-In%20your%20HubSpot" rel="noopener" target="_blank">處理的法律依據</a>。</li></ul></li></ul></li></ul> <ul><li style="list-style-type: none;"><ul><li>如果您要匯入日期或日期和時間屬性，請按一下<strong>日期格式</strong>下拉式功能表並確認<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/set-up-your-import-file#date-format" rel="noopener" target="_blank">電子表格中日期值的格式</a>。對於日期和時間屬性，按一下<span style="font-weight: bold;">時區</span>下拉式功能表以確認屬性在匯入時應使用的<span style="font-weight: bold;">時區</span>。</li><li>如果您要匯入具有數字屬性的文件，請按一下<strong>數字格式</strong>下拉式功能表並確認資料要使用哪個國家/地區的數字格式。</li></ul></li><li>如果現有清單或工作流程中使用了匯入中的任何屬性，若要查看使用情況，請按一下清單或工作流程的<strong>數量</strong>。在右側面板中，您可以按特定屬性進行過濾，或按一下清單<strong>名稱</strong>或匯入以進行查看。</li><li>按一下<strong>完成導入</strong>。</li></ul> <p>匯入後，您可以查看每個<a href="https://knowledge.hubspot.com/zh-tw/records/view-and-filter-records" rel="noopener" target="_blank">物件主頁上的</a>新記錄和更新記錄、<a href="/tasks/work-with-tasks" rel="noopener" target="_blank">任務索引頁</a>上的新任務或<a href="https://knowledge.hubspot.com/zh-tw/records/work-with-records#timeline" rel="noopener" target="_blank">記錄上的新活動。</a>如果您的匯入包含錯誤，請了解如何<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/troubleshoot-import-errors" rel="noopener" target="_blank">解決匯入錯誤</a>。您也可以查看、分析<a href="https://knowledge.hubspot.com/zh-tw/import-and-export/view-and-analyze-previous-imports" rel="noopener" target="_blank">先前的匯入</a>並完成操作，包括建立清單、檢視或刪除匯入的記錄。</p></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">CRM</span> <span class="tag-name">records</span> <span class="tag-name">Import & Export</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> 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