Set up your import file

🔗 HubSpot KB Bridge: Set up your import file

💡 Core Capability

Before you import data into HubSpot, confirm that your files meet the required format and technical limits. Some limits are subscription dependent. Understand which file types are supported and how to structure and format property values, and how many rows and files you can import in a given period.

🛠️ Key Operations & Headings Outline

• Technical requirements and limits
• Format property values
  • Format values based on property field type
  • Additional contact emails or company domains
  • Blank cells
  • Deal collaborators
  • Product term and billing frequencies
• Include required properties
• Requirements to update existing records or avoid duplicates
• Requirements to associate records
  • Import associations in one file
  • Import associations in two files

📋 Subscription Availability

• All products and plans

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • Client Profile - The Dog Wizard
  • Client Profile - Kevin Dockman
  • Franchise KPI Dashboard Launch Announcement
  • Looker Studio Pro Architecture Blueprint
  • drag-to-hubspot-blueprint
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot