--- title: Best Practices for Importing Companies, Contacts, and Deals into HubSpot description: Stay on track with HubSpot Sales Analytics. Learn how pre-built reports can provide clarity, accountability, and drive your startup towards achieving sales targets efficiently. image: https://huntscapeops.com/hubfs/DALL%C2%B7E%202024-11-25%2015.03.54%20-%20A%20tall%2c%20rugged%20man%20with%20a%20red%20beard%2c%20wearing%20Carhartt%20pants%2c%20a%20flannel%20shirt%2c%20and%20a%20backward%20gray%20hat%2c%20sitting%20at%20an%20outdoor%20table%20with%20a%20laptop.%20He%20i.webp --- [Skip to content](https://huntscapeops.com/resources/best-practices-importing-to-hubspot#main-content) [![Huntscape Logo (Red) (800 x 300 px) (500 x 300 px) (400 x 100 px) (2)](https://huntscapeops.com/hubfs/Huntscape%20Logo%20(Red)%20(800%20x%20300%20px)%20(500%20x%20300%20px)%20(400%20x%20100%20px)%20(2).svg)](https://huntscapeops.com/) - HubSpot Services Show submenu for HubSpot Services - [HubSpot Services](https://huntscapeops.com/hubspot) - [Fractional HubSpot Admin](https://huntscapeops.com/fractional-hubspot-admin) - [RevOps](https://huntscapeops.com/revenue-operations) - [Fractional Revenue Operations](https://huntscapeops.com/fractional-revenue-operations) - Marketing Services Show submenu for Marketing Services - [Growth Marketing](https://huntscapeops.com/growth-marketing) - [Email Marketing](https://huntscapeops.com/email-marketing) - [Content Hub](https://huntscapeops.com/resources) Open main navigation Close main navigation - HubSpot Services Show submenu for HubSpot Services - [HubSpot Services](https://huntscapeops.com/hubspot) - [Fractional HubSpot Admin](https://huntscapeops.com/fractional-hubspot-admin) - [RevOps](https://huntscapeops.com/revenue-operations) - [Fractional Revenue Operations](https://huntscapeops.com/fractional-revenue-operations) - Marketing Services Show submenu for Marketing Services - [Growth Marketing](https://huntscapeops.com/growth-marketing) - [Email Marketing](https://huntscapeops.com/email-marketing) - [Content Hub](https://huntscapeops.com/resources) - [Contact Us](https://huntscapeops.com/contact) [Contact Us](https://huntscapeops.com/contact) Nov 25, 2024, 4:04:40 PM # Best Practices for Importing Companies, Contacts, and Deals into HubSpot [Huntscape](https://huntscapeops.com/resources/author/huntscape) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://huntscapeops.com/resources/best-practices-importing-to-hubspot) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://huntscapeops.com/resources/best-practices-importing-to-hubspot) [Twitter icon](https://twitter.com/intent/tweet?url=https://huntscapeops.com/resources/best-practices-importing-to-hubspot) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://huntscapeops.com/resources/best-practices-importing-to-hubspot) [envelope icon](mailto:?body=https://huntscapeops.com/resources/best-practices-importing-to-hubspot) When I started organizing my business in HubSpot, I quickly realized the power of having everything in one place: my companies, contacts, and deals, all working together seamlessly. But getting that data into HubSpot can be a bit tricky if you don’t know where to start. So, I’m sharing my best practices to help you import your data smoothly and set yourself up for success. --- ### Step 1: **Prep Your Data Like a Pro** Before you even think about importing, clean up your data. Trust me, garbage in equals garbage out. Here’s how I approach it: 1. **Standardize Your Fields:** - For contacts: Make sure first names, last names, and emails are consistent. - For companies: Confirm company names and domains are uniform. - For deals: Verify the deal stages, amounts, and close dates are accurate. 2. **Eliminate Duplicates:** HubSpot has tools to manage duplicates, but it’s easier to avoid the mess altogether. If you’ve got multiple spreadsheets, consolidate them and remove duplicate rows. 3. **Match HubSpot’s Format:** Each object in HubSpot (companies, contacts, deals) has specific fields. Download HubSpot’s sample import templates for a cheat sheet. --- ### Step 2: **Understand the Relationships** HubSpot thrives on linking data. Think of it like this: - **Contacts** are tied to people. - **Companies** are tied to organizations. - **Deals** are tied to opportunities. When you import, the magic happens when these relationships are mapped properly. Here’s the trick: use unique identifiers like email addresses (for contacts) and company domains (for companies) to make sure HubSpot knows who belongs where. --- ### Step 3: **Prepare Separate Files for Each Object** You’ll want to import companies, contacts, and deals separately. Each type has its own data structure. My recommendation: 1. **Start with Companies.** Include fields like company name, website, industry, and any custom properties you’ll need. 2. **Move to Contacts.** Tie these to companies using the “Company Domain Name” column or the HubSpot Company ID (you’ll get this after importing companies). 3. **Finish with Deals.** Map deals to contacts or companies using the unique identifiers from the previous imports. Don’t forget to include fields like deal stage, amount, and close date. --- ### Step 4: **Use HubSpot’s Import Tool** HubSpot’s import wizard is pretty user-friendly. Here’s how I tackle it: 1. **Go to Import:** Navigate to **Settings > Import** and start a new import. 2. **Upload Your Files:** Choose the object you’re importing (companies, contacts, or deals). 3. **Map Your Fields:** Match your spreadsheet columns to HubSpot properties. HubSpot will guide you, but double-check everything! 4. **Test with a Small Sample:** Before importing your entire file, test with 10-20 rows to make sure everything maps correctly. --- ### Step 5: **Automate and Clean Up Post-Import** Once your data is in, it’s time to make the most of HubSpot’s tools: 1. **Set Up Workflows:** Automate tasks like assigning leads or notifying your team about new deals. 2. **Check for Duplicates:** Run HubSpot’s duplicate checker to ensure everything is clean. 3. **Customize Views:** Create filtered views for your team to easily access the most relevant data. --- ### Common Pitfalls to Avoid - **Ignoring Required Fields:** HubSpot won’t import data if key fields are missing, like email addresses for contacts or deal names for deals. - **Messing Up Relationships:** Make sure your company and contact files have consistent domain names or IDs so HubSpot can link them properly. - **Overloading Custom Properties:** Keep your custom fields streamlined; too many can overwhelm your team. --- ### Why It’s Worth the Effort Getting your data into HubSpot the right way is like laying the foundation of a house. With a clean, well-organized CRM, you’ll see better insights, smoother workflows, and less stress overall. Trust me, as someone who’s managed both marketing campaigns and client pipelines, this step is non-negotiable. Now, grab those spreadsheets, pour yourself a coffee, and start building the CRM your business deserves. You’ve got this! For more tools and tips on optimizing HubSpot for your business, check out [Huntscape Operations Partners](https://huntscapeops.com). We’ve got your back! 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