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Importing Information Into HubSpot

Welcome to HubSpot CRM! Whether you were previously using some other CRM, take been working in Excel for years, or have utilized viscid notes as your system of record, your side by side logical question is likely: "How will I store my data moving forrad, and how volition I get information technology all into HubSpot?" The purpose of this page is to review, at a high-level, how HubSpot'south CRM is structured and to give yous all the information you'll need to move your information into it.

Why Import into HubSpot?

1. 

   Quick and like shooting fish in a barrel imports

   Getting your information into HubSpot is simple. Export all your records from your current organization, and import them into HubSpot with a few clicks. No fancy data work necessary. HubSpot deduplicates your records for you, so your database is clean and organized from the start. Plus, create custom backdrop as you go, then your data matches your company's setup.

2. 

   All your data in ane place

   Import all your records in one go. Bring contacts, companies, deals, tickets, and more into HubSpot at once, and acquaintance them together with simple column-mapping. No manual associations necessary.

3. 

   Get powerful insights, populated automatically

   HubSpot CRM automatically populates new contact, company, and deal records with details from its database of over 20 million businesses. All you need is a prospect'south corporate email address. You'll spend less time hunting downwardly information about prospects and companies, and more time delighting your customers.

How to Import Your Data into HubSpot

In any CRM, data is stored on objects. An object is, quite simply, a type of record that stores a certain category of data. On a given object, data is housed in backdrop, which provide specific characteristics near their containing object. HubSpot CRM is centered around four standard objects: Contacts, Companies, Deals, and Tickets. Each holds a different type of information, and tin can be linked to the other three in a specific way. Before going any further, it's pivotal to have a firm grasp of these four standard objects.

Contacts

These are the individuals you are going to interact with. The ones yous'll exist calling and send emails to in order to outset, keep, or maintain a business a relationship. A Contact tape will store information similar First Name, Concluding Name, Email, and Phone Number. Information technology will also include a history of when and who last contacted them.

Each contact tin but exist associated to i visitor, but tin be associated with multiple Deals and/or Tasks.

Companies

Companies are the businesses where your Contacts work. Y'all may have more than one contact that you engage with who work at the aforementioned Company. A Company record volition store information like Name, Domain, Manufacture, and Phone Number. This is besides where you lot'll store data like what city the business organisation is located in, how many employees they accept, and acquirement information.

Companies tin can accept multiple Contacts, Deals, and/or Tasks associated.

Deals

Deals are used to manage your sales process and rails the acquirement associated with a potential sale. Deals will move through stages, starting at the beginning of the sales process and catastrophe with a auction (Airtight Won) or not (Airtight Lost). The Bargain record will store the amount of the potential auction, when the auction is expected to close, and who is managing the sale.

Each Deal can only be associated with one Company, but can exist associated with multiple Contacts.

Tickets

Tickets are the service interactions you have with your customers. Tickets (like deals) will move through stages, from "created" to "closed." Tickets will store information similar source, time to outset agent answer, and fourth dimension to shut.

Tickets can be asssociated with whatever Contact, Company, and/or Deal. They tin can be associated to just one object, or any combination.

Moving to a new CRM might seem intimidating --- there are a lot of moving parts, and the terminal matter you want is to lose any of your organization'due south vital historical data. In moving to HubSpot CRM, there are a few easy ways to get started, and we're here to assistance at every step of the way.  Earlier importing data, however, it'due south of import to ensure its cleanliness. As you lot scrub your data, annotation the following:

• When you add together Contacts to HubSpot CRM, the system will deduplicate past email address.
• When you add Companies to HubSpot, the system will deduplicate by Company Domain Proper noun.
• When yous add new Deals or Tickets, at that place is no deduplication.
• To make the import process as efficient every bit possible, define and create your custom backdrop in HubSpot CRM before y'all begin.
• When you're ready to import, start with a pocket-sized sample set of your data, to ensure that everything goes every bit planned. Once you're satisfied, continue with the rest of the procedure.

Migrating Data into HubSpot CRM

Once you've cleaned your information and prepared for the migration, there are several methods of bringing your existing records into HubSpot. The best option for your organization depends on the type of information you have and the internal resources bachelor to you. Below, nosotros've outlined the basics of the four approaches to migrating data.

Pros

• Assistance from HubSpot Support
• Least technical road

Cons

No tasks or engagements (notes, calls, emails) can exist imported via CSV.

Pros

• Native integration
• Assistance from HubSpot Support
• Can import data to all objects

Cons

• All objects must be associated with a Salesforce Contact or Lead in order to sync
• All Contacts and Leads must have an email accost in club to sync
• Requires HubSpot Marketing or HubSpot Sales Pro subscription

Third-Political party Systems

Pros

• Boosted platforms are available for import. Companies similarImport2andTrujay Groupingprovide information migration services from nigh every major CRM on the market.

Cons

• Cost associated
• Limited object support from certain platforms
• Cannot utilize HubSpot Support

Pros

• Custom, personalized solution to fit your needs
• Technical aid with more complex migrations / imports
• Tin work via telephone and/or in person to ensure setup is completed

Pros

Tin can import information to all objects

Cons

• Requires internal development resource, non provided by HubSpot
• Support is limited to Developer forums
• Most technical route

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Source: https://www.hubspot.com/sales/crm-import