Understand the import tool

🔗 HubSpot KB Bridge: Understand the import tool

💡 Core Capability

Import to add objects—such as contacts, companies, deals, services, and activities—to HubSpot. By uploading a spreadsheet and mapping its columns to HubSpot properties, you can create new records, update existing ones, and define relationships between them. Review the import process and terminology below to ensure your data is formatted correctly before uploading your file.

🛠️ Key Operations & Headings Outline

• Glossary
• Supported objects and activities
  • Single object or activity import
  • Multiple object and activity import
    • Example: use two files to import two objects
• Set up import files
  • Unique identifiers
    • Example: use Record ID to update existing deals
  • Associations
    • Example: import a contact same-object association
• Mapping guide
  • Map columns to properties

📋 Subscription Availability

• All products and plans

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • Triage and Discovery Prep
  • 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

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