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<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="/"> <span>Knowledge Base</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="/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="/crm/topics#import-and-export"> <span>Import & Export</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>Import records and activities</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> <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="June 22, 2022" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/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">Import records and activities</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified">  November 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>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</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">All products and plans</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>To <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">add or update data in bulk</a>, you can import <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">files</a> into HubSpot. You can import records, such as contacts and companies, or activities, such as an email sent to a contact or a meeting for an ongoing deal.</p> <p>The following are the types of imports you can complete, and the objects and activities supported:</p> <ul> <li><strong>Single object or activity import</strong>: import to create and/or update one object or activity. In a single object import: <ul> <li>You can create and/or update contacts, companies, deals, tickets, calls, products, and<a href="https://knowledge.hubspot.com/object-settings/create-custom-objects" rel="noopener" target="_blank"> custom object </a>records.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>You can create, but <span style="text-decoration: underline;">not</span> update, tasks.</li> </ul> </li> <li><strong>Multiple object and activity import</strong>: import to create, update, and/or associate multiple objects and activities. You can import multiple objects and activities in one file, or two objects/an object and an activity in two separate files. In a multiple object import: <ul> <li>You can create and/or update contacts, companies, deals, tickets, calls, and <a href="https://knowledge.hubspot.com/object-settings/create-custom-objects" rel="noopener" target="_blank">custom object</a> records. You can create and/or update line items, but they <span style="text-decoration: underline;">must</span> be associated with deals.</li> <li>You can create, but <span style="text-decoration: underline;">not</span> update, emails, meetings, notes, and tasks. Emails, meetings, and notes must be associated with an object.</li> </ul> </li> </ul> <p>You can follow the <a href="#import-records-and-activities" rel="noopener">instructions outlined below</a> for all imports, but there are steps that only apply to certain import types (e.g., steps to associate records in a multiple object import). For more guidance, review <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">import file requirements.</a></p>  <h2>Before you import</h2> <p>Before you start an import:</p> <ul> <li>You must have <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm-tools" rel="noopener" style="font-style: normal;">Import</a> permissions and <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#object-access" rel="noopener" style="font-style: normal;">Edit</a> permissions for the object record you're importing into HubSpot. </li> <li>Learn more about objects, records, properties, and how to <a href="/get-started/manage-your-crm-database" rel="noopener" target="_blank">manage your CRM database</a> in HubSpot.</li> <li><a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">Set up your import files </a>and confirm you have all the required fields. Properly setting up your files helps you avoid import errors or incorrect data being added to your CRM. You can refer to <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#sample-import-files">sample import files</a> to help you get started.</li> <li>There are additional ways to create, sync, or associate records that you can consider: <ul> <li>For contacts and companies, you can turn on the setting to <a href="https://knowledge.hubspot.com/object-settings/automatically-create-and-associate-companies-with-contacts">automatically create and associate companies with contacts</a> based on the contact’s email domain. If you have contacts with email domains that are different from their companies' domains, or if you're importing other objects, follow the instructions to associate your records via import.</li> <li>If you have data in another system and want to set up a two-way sync, learn how to <a href="https://knowledge.hubspot.com/integrations/connect-and-use-hubspot-data-sync">connect and use HubSpot data sync </a>rather than importing.</li> </ul> </li> </ul> <h2>Import records and activities</h2> <p>Once you've<a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file" rel="noopener" target="_blank"> set up your files</a>, to import into HubSpot:</p> <ul> <li>Click <span style="font-weight: bold;">Import</span> in the top right of any <a href="https://knowledge.hubspot.com/records/view-and-filter-records">object index page</a>, or access your import settings: <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li>In the left sidebar menu, navigate to <strong>Import & Export</strong>.</li> <li>Click <strong>Go to import</strong>.</li> </ul> </li> <li>On the <em>Imports</em> page, click <strong>Import a file</strong>.</li> <li>To import records and activities, <strong>Start import</strong>. You can also select <a href="https://knowledge.hubspot.com/import-and-export/repeat-a-past-import" rel="noopener" target="_blank"><strong>Repeat a past import</strong> </a>to complete an import with the same properties as a previous import or select to import an <a href="/marketing-email/import-an-opt-out-list" rel="noopener" target="_blank">opt-out list</a>, <a href="/reports/create-custom-behavioral-events-with-the-code-wizard#import-event-data" rel="noopener" target="_blank">custom events</a>, or <a href="/data-management/import-csv-files-to-create-datasets" rel="noopener" target="_blank">datasets</a>.</li> <li>Select the <strong>objects</strong> or <strong>activities</strong> in your import file, then click <strong>Next</strong>.</li> <li>If you're importing two objects/activities, select how many files you're uploading. <ul> <li><strong>Single file</strong>: both associated objects/activities are in the <a href="/import-and-export/set-up-your-import-file#one-file" rel="noopener" target="_blank">same file</a>.</li> <li><strong>Multiple files</strong>: you have <a href="/import-and-export/set-up-your-import-file#two-files" rel="noopener" target="_blank">two files</a> with one object/activity in each file.</li> </ul> </li> </ul> <ul> <li>Click <strong>choose a file</strong>, then select your import <strong>file</strong>. For <a href="/import-and-export/set-up-your-import-file#two-files" rel="noopener" target="_blank">two file</a> imports, you'll need to select a file for each object or activity. <span style="color: #33475b;">To <a href="/import-and-export/download-example-import-file" rel="noopener" target="_blank">generate an example file</a> based on your selected objects, click <span style="font-weight: bold;">Download example file</span>.</span></li> <li><a id="choose-how-to-import" data-hs-anchor="true"></a>Click the <strong>Choose how to import [objects/activities]</strong> dropdown menu for each object/activity and select how to import your data:</li> </ul> <img 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" alt="choose-how-to-import" width="500" height="191" loading="lazy" style="height: auto; max-width: 100%; width: 500px; margin-left: auto; margin-right: auto; display: block;" 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>Create and update [records/activities]</strong>: the import will create new records and activities, as well as identify and update existing records. To create new records or activities, your file must contain the <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#required-properties" rel="noopener" target="_blank">required properties for that object/activity. </a>To update existing records, your file must contain a <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#unique-identifier" rel="noopener" target="_blank">unique identifier.</a></li> <li><strong>Create new [records/activities] only</strong>: the import will <span style="text-decoration: none;">only</span> create new records and activities. Existing records in the import file will be ignored. To create new records or activities, your file must contain the <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#required-properties" rel="noopener" target="_blank">required properties for that object/activity.</a></li> <li><strong>Update existing [records/activities] only</strong>: the import will only update existing records. New records or activities in the import file will be ignored. To update existing records, your file must contain a <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#unique-identifier" rel="noopener" target="_blank">unique identifier</a>.</li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong> emails, meetings, notes, and tasks <span style="text-decoration: underline;">cannot</span> be updated via import, regardless of how you choose to import the data.</p> <a id="same-object-association-import" data-hs-anchor="true"></a> <ul> <li>If you're importing same object associations, select the <strong>Same-object associations</strong> checkbox.</li> <li>If you're importing data in a language other than your <a href="https://knowledge.hubspot.com/account-management/change-your-language-and-region-settings#customize-default-user-language-date-and-number-format">default language</a>, click the <span style="font-weight: bold;">Select the language of the column headers in your file</span> <span style="font-weight: normal;">dropdown menu</span> and select the <span style="font-weight: bold;">language</span>. Selecting the correct language enables HubSpot to better match your column headers to existing default properties. If there is no match in your selected language, HubSpot will search for an English property to match.</li> <li>Click <strong>Next</strong>.</li> <li>If you’re importing and <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#import-multiple-objects-in-two-files" rel="noopener" target="_blank">associating two objects in two files</a>, indicate which column is included in both files: <ul> <li>Click the <strong>Common column headers found in your files</strong> dropdown menu and select the <strong>name</strong> of the common column.</li> <li>Click the <span style="font-weight: bold;">Which object is [common column] the unique key for?</span> dropdown menu, then select the <span style="font-weight: bold;">object</span> that the property should be imported to. For example, <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#multiple-objects-with-associations">if you're importing contacts and companies</a> and are using <span style="font-style: italic;">Company name</span> as the common column, select <span style="font-style: italic;">Company</span> to upload this data to company records.</li> </ul> </li> <li>Click <strong>Next</strong>.</li> <li><a id="map-columns" data-hs-anchor="true"></a>On the <em>Map columns in your file to [object/activity] properties</em> screen, HubSpot will map the columns in your file to the selected object or activity's properties based on the header, the header language, and the property name. If you’ve imported two files, there will be a mapping page for each object or activity.</li> <li>The <span style="font-style: italic;">Mapping Guide</span> displays the properties required to create and/or update the objects or activities. If your file is missing any of the properties needed to complete the goal of your import (e.g., you <a href="#choose-how-to-import" rel="noopener">chose to update existing deals</a> but didn’t include a <span style="font-style: italic;">Record ID</span> column), you should fix your <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file" rel="noopener" target="_blank">import file</a> and restart the import to avoid errors.</li> <li>In the <span style="font-style: italic;">Preview Information</span> column, there’s a preview of the first three rows from your spreadsheet. <ul> <li>If there are no errors detected, there will be a <span class="ss-icon-font notranslate" translate="no">success</span> <strong>checkmark</strong> in the <em>Mapped</em> column.</li> <li>If <a href="https://knowledge.hubspot.com/import-and-export/troubleshoot-import-errors#resolve-errors-during-an-import">certain errors</a> are detected, there will be an <span class="ss-icon-font notranslate" translate="no">exclamation</span> <span style="font-weight: bold;">alert</span> <span style="font-weight: bold;">icon</span> in the <span style="font-style: italic;">Mapped</span> column with the number of errors. Click <span style="font-weight: bold;">[x] errors</span> to <a href="https://knowledge.hubspot.com/import-and-export/troubleshoot-import-errors#resolve-errors-during-an-import">learn how you can resolve the errors.</a></li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/import-preview-validation.png?width=700&height=183&name=import-preview-validation.png" width="700" height="183" loading="lazy" alt="import-preview-validation" style="width: 700px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;" 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>If any columns were mapped to the wrong object or activity's properties, click the <strong>dropdown menu</strong> in the<em> Import as</em> column then select the correct <strong>[Object/Activity] properties.</strong></li> </ul> <p><img 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" alt="mapping-page-activities-import" width="750" height="327" loading="lazy" style="height: auto; max-width: 100%; width: 750px;" 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>If you're importing to <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#same-object-association-imports-beta" rel="noopener" target="_blank">associate same object records</a>, map the associated records' unique identifier property as an association. To do this, in the row of the unique identifier: <ul> <li>In the <em>Import as</em> column, click the <strong><a data-insert="true">dropdown</a> menu</strong>, then select <strong>Association</strong>. </li> <li>In the <em>HubSpot property</em> column, click the <strong>Choose property</strong> dropdown menu, then select the <strong>unique identifier property </strong>(e.g., <em>Email</em>, <em>Record ID</em>).</li> </ul> </li> </ul> <ul> <li>If any columns don't map to an existing property, or mapped to the wrong property, click the <strong>dropdown menu</strong> in the <em>HubSpot Property</em> column. In the dropdown menu, you can do one of the following:<br> <ul> <li>To map the column to an existing property, search for and select an existing <strong>property</strong>. You can hover over a property to view its details and ensure you're mapping to the correct property before selecting.</li> <li>To set up a new custom property (objects only), click <strong>Create new property</strong>, then <a href="https://knowledge.hubspot.com/properties/create-and-edit-properties" rel="noopener" target="_blank">set up your property</a> in the right panel. The data in the column will be mapped to this new custom property.</li> </ul> </li> </ul> <ul> <li>To skip importing data from an individual row, click the <strong>dropdown menu </strong>in the <em>Import as</em> column, then select <strong>Don't import column</strong>. To skip importing data from all unmapped columns, select the <strong>Don't import data in unmapped columns </strong>checkbox in the bottom right.</li> </ul> <a id="record-id" data-hs-anchor="true"></a> <ul> <li>If you’re updating existing records, or want to avoid duplicates while associating cross-object records, ensure you’ve mapped the correct <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#glossary" rel="noopener" target="_blank">unique identifier</a> (e.g., <span style="font-style: italic;">Record ID</span>, <span style="font-style: italic;">email</span>, <span style="font-style: italic;">company domain name</span>, or custom unique value properties):<br> <ul> <li><strong>Record ID</strong>: map the column to<strong> </strong>Record ID in the HubSpot property column. If a row in your file doesn't contain a value for <em>Record ID</em>, a new record will be created.</li> </ul> </li> </ul> <p><img 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" width="500" height="320" loading="lazy" alt="record-id-import" style="width: 500px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;" 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 id="custom-unique-value-properties" data-hs-anchor="true"></a> <ul> <li style="list-style-type: none;"> <ul> <li><strong><em>Email</em></strong> (contacts only) or <strong><em>Company domain name</em></strong> (companies only): map the column to the corresponding property in the HubSpot property column.</li> <li><span style="font-weight: bold;">Custom property that requires unique values</span> (contacts, companies, deals, tickets, and custom objects only): if you’ve <a href="https://knowledge.hubspot.com/properties/create-and-edit-properties#unique-value-properties" rel="noopener" target="_blank">created a property that requires unique values</a>, map the column to that property in the HubSpot property column. If you’re importing multiple unique value properties, you’ll select which property to use as the identifier on the <span style="font-style: italic;">Details</span> page before finishing your import.</li> </ul> </li> </ul> <div class="alert"> <p><strong>Please note: </strong><span style="font-weight: normal;">when using certain unique identifiers,</span><strong> </strong><span style="font-weight: normal;">the following behavior applies:</span></p> <ul> <li>If you use Record ID as a unique identifier, it'll supercede any other unique identifiers included in the import.</li> <li>If you use a <a href="https://knowledge.hubspot.com/properties/create-and-edit-properties#unique-value-properties" rel="noopener" target="_blank">custom property that requires unique values</a> as the unique identifier: <ul> <li>For <span style="text-decoration: underline;">companies</span>, the <span style="font-style: italic;">Company domain name</span> property will no longer require unique values.</li> <li>For <span style="text-decoration: underline;">contacts</span>, the <em>Email</em> property will still require unique values.</li> </ul> </li> <li>For <span style="text-decoration: underline;">contacts</span>, if you use an existing contact's<a href="https://knowledge.hubspot.com/records/add-multiple-email-addresses-to-a-contact" rel="noopener" target="_blank"> secondary email </a>as the unique identifier, the secondary email will <span style="text-decoration: underline;">not</span> replace the primary email as long as you do <span style="text-decoration: underline;">not</span> include the<span style="font-style: italic;"> Record ID</span> column in your file. If you include both the secondary email and<span style="font-style: italic;"> Record ID</span> in your file, the secondary email will replace the primary email when imported.</li> </ul> </div> <br> <ul> <li>If you're updating records, select the <strong>checkboxes</strong> in the <em>Manage existing values</em> column to prevent the import from overwriting records’ existing property values. When this is selected for a property, the import <span style="text-decoration: underline;">won't</span> update the property for records that already have a value, but <span style="text-decoration: underline;">will</span> update the property for new records or existing records with no current value for the property. <ul> <li>To prevent the import from overwriting existing values for individual properties, select the <strong>Don’t overwrite </strong>checkbox in the row of the property.</li> <li>To prevent the import from overwriting existing values for <span style="text-decoration: underline;">all</span> properties included in the import, select the <strong>checkbox</strong> at the top of the table.</li> </ul> </li> </ul> <ul> <li>If you’re importing and <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#association-and-deduplication-requirements" rel="noopener" target="_blank">associating</a> objects, to import <a href="https://knowledge.hubspot.com/object-settings/create-and-use-association-labels" rel="noopener" target="_blank">association labels </a>(<span style="font-style: italic;">Professional</span> and <span style="font-style: italic;">Enterprise</span> only): <ul> <li>Click the <span style="font-weight: bold;">dropdown menu </span>in the <span style="font-style: italic;">Import as</span> column, then select <span style="font-weight: bold;">Association label</span>. Importing a new association label will <span style="text-decoration: underline;">not</span> overwrite an existing association label. The imported label will be added to the record as an additional association label. Learn how to <a href="https://knowledge.hubspot.com/object-settings/create-and-use-association-labels#set-or-update-record-association-labels" rel="noopener" target="_blank">manually remove an association label from a record.</a></li> <li>When importing two objects, the <em>HubSpot property</em> column will automatically populate the object relationship for the objects you're importing (e.g., Contact and Company). If you're importing more than two objects, select the two <strong>objects</strong> whose relationship the association labels describe.</li> </ul> </li> </ul> <p><img 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" alt="map-association-label (1)" width="700" height="97" loading="lazy" style="height: auto; max-width: 100%; width: 700px; margin-left: auto; margin-right: auto; display: block;" 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, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/map-association-label%20(1).gif?width=1750&height=243&name=map-association-label%20(1).gif 1750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/map-association-label%20(1).gif?width=2100&height=291&name=map-association-label%20(1).gif 2100w" sizes="(max-width: 700px) 100vw, 700px"></p> <ul> <li>Once all columns are mapped or set to <em>Don't import column</em>, click <strong>Next</strong>. If you've imported two files, map the second object or activity's properties, then click <strong>Next</strong>.</li> <li>Enter your import details:<br> <ul> <li>Enter an <strong>Import name</strong>.</li> <li><a id="multiple-unique-values" data-hs-anchor="true"></a>If your files include multiple <a href="https://knowledge.hubspot.com/properties/create-and-edit-properties" rel="noopener" target="_blank">unique value properties</a> (contacts, companies, deals, tickets, custom objects only), click the <span style="font-weight: bold;">Property to use to find existing [objects]</span> dropdown menu and select the <span style="font-weight: bold;">property</span> you want to use to update or deduplicate records. This option will not appear if you've also included Record ID because it'll automatically supersede the other unique identifiers.</li> <li><a id="create-list-from-import" data-hs-anchor="true"></a>If you're importing contacts:<br> <ul> <li>To automatically create a <a href="/lists/create-active-or-static-lists" rel="noopener" target="_blank">list</a> of the imported contacts, select the <strong>Create a list of contacts</strong> <strong>from this import</strong> checkbox. Even if you've imported only to add existing contacts to a list (i.e., a file with <em>Email</em> or <em>Record ID</em> values but no new property values), the records will still be included as <em>Updated records</em> on the <a href="https://knowledge.hubspot.com/import-and-export/view-and-analyze-previous-imports#view-past-imports" rel="noopener" target="_blank">import history table and the individual import's summary</a>.</li> <li>To agree that contacts expect to hear from you and that your import file does not include a purchased list, select the <strong>checkbox</strong>. Learn more about <a href="https://legal.hubspot.com/acceptable-use" rel="noopener" target="_blank">HubSpot's acceptable use policy.</a></li> <li>If you've turned on <a href="/privacy-and-consent/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-account" rel="noopener" target="_blank">data privacy settings</a> in your account, click the <span style="font-weight: bold;">Set the legal basis for processing a contact's data</span> dropdown menu and select a <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">legal basis of processing</a>.</li> </ul> </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>If you're importing date or date and time properties, click the <strong>Date format</strong> dropdown menu and confirm <a href="https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#date-format" rel="noopener" target="_blank">how the date values in your spreadsheet are formatted</a>. For date and time properties, click the <span style="font-weight: bold;">Time zone</span> dropdown menu to confirm the <span style="font-weight: bold;">time zone</span> the property should use when imported.</li> <li>If you're importing a file with a number property, click the <strong>Number format </strong>dropdown menu and confirm which country's number format to use for your data.</li> </ul> </li> <li>If any properties in the import are used in existing lists or workflows, to review the usage, click the <strong>number</strong> of lists or workflows. In the right panel, you can filter by specific properties or click the <strong>name</strong> of a list or import to review it.</li> <li>Click <strong>Finish import</strong>.</li> </ul> <p>Once imported, you can view new and updated records each <a href="https://knowledge.hubspot.com/records/view-and-filter-records" rel="noopener" target="_blank">object's home page</a>, new tasks on the <a href="/tasks/work-with-tasks" rel="noopener" target="_blank">tasks index page</a>, or new <a href="https://knowledge.hubspot.com/records/work-with-records#timeline" rel="noopener" target="_blank">activities on records.</a> If your import contained errors, learn how to <a href="https://knowledge.hubspot.com/import-and-export/troubleshoot-import-errors" rel="noopener" target="_blank">resolve import errors</a>. You can also view, analyze, and complete actions with your<a href="https://knowledge.hubspot.com/import-and-export/view-and-analyze-previous-imports" rel="noopener" target="_blank"> previous imports</a>, including creating a list, viewing, or deleting imported records.</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> <div id="hs_cos_wrapper_lightbox" 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-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" 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 id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was this article helpful?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Thanks for letting us know. 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